Institutional Limited Partners Association (EIN 753028947) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

4169419393

Tax Period

2023-01-01 to 2023-12-31

Institutional Limited Partners Association, founded in 2002, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.6M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $10.8M left a modest 7% surplus.

Mission

The leading global member-driven organization dedicated to advancing the interests of private equity Limited Partners through industry-leading education programs independent research best practices networking opportunities and global collaborations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,851,555

Investment Income $752,372

Other Revenue $0

TOTAL REVENUE $11,603,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,884,533

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,957,742

TOTAL EXPENSES $10,842,275

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,603,927	$9,811,649	+0.2%
Expenses	$10,842,275	$10,543,179	+0.0%
Net Income	$761,652	$-731,530	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$580,372

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teia Merring	Chair	1.00	Officer Director	$0	$0	$0
Scott Romsower	Vice Chair	1.00	Officer Director	$0	$0	$0
Michael Aswad	Treasurer	1.00	Officer Director	$0	$0	$0
Rune Jepsen	Secretary	1.00	Officer Director	$0	$0	$0
Sarah Farrell	Board Director	0.10	Director	$0	$0	$0
George Long	Board Director	0.10	Director	$0	$0	$0
Aaron Daley	Board Director	0.10	Director	$0	$0	$0
Swee Hong Yap	Board Director	0.10	Director	$0	$0	$0
Adrian Ohmer	Board Director	0.10	Director	$0	$0	$0
Han Hu	Board Director	0.10	Director	$0	$0	$0
Helena Threfall	Board Director	0.10	Director	$0	$0	$0
Greg Jania	Board Director	0.10	Director	$0	$0	$0
Giovanni Davide Orsi	Board Director	0.10	Director	$0	$0	$0
Margrot Wirth	Board Director	0.10	Director	$0	$0	$0
Jennifer Choi	CEO	40.00	Officer	$535,006	$45,366	$580,372

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$11,603,927	$10,842,275	$19,592,293	$761,652
2022	$9,811,649	$10,543,179	$17,382,528	$-731,530
2021	$7,520,933	$7,531,036	$16,756,929	$-10,103
2020	$6,742,552	$6,620,961	$16,782,314	$121,591
2019	$8,888,999	$8,446,777	$17,774,097	$442,222

Institutional Limited Partners Association