ASSOCIATION OF INSOLVENCY AND RESTRUCTURING ADVISORS FUND FOR EDUCATION

EIN: 770307023 501(c)(3) Unknown

MEDFORD, OR

Total Revenue
$449,966
Total Expenses
$355,782
Total Assets
$873,942
Net Assets
$873,942
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
VA
Principal Officer
JAMES M LUKENDA
Phone
5418581665
Tax Period
2024-01-01 to 2024-12-31

ASSOCIATION OF INSOLVENCY AND RESTRUCTURING ADVISORS FUND FOR EDUCATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $450K in total revenue in fiscal year 2024. The organization ran a surplus of $94K, a strong 21% operating margin.

Mission

To unite and support professionals providing business turnaround, restructuring and bankruptcy services.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $441,161
Investment Income $8,805
Other Revenue $0
TOTAL REVENUE $449,966

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $353,429
Other Expenses $355,782
TOTAL EXPENSES $355,782

Year-over-Year Comparison

2024 2023 Change
Revenue $449,966 $433,819 +0.0%
Expenses $355,782 $378,467 -0.1%
Net Income $94,184 $55,352 +0.7%
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

Sign In

Governance

Voting Members
29
Independent Members
29
Employees
N/A
Volunteers
160

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
7
$0
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID PAYNE DIRECTOR 001.00
Director
$0 $0 $0
DENISE LORENZO CHAIRPERSON, DIRECTOR 001.00
Officer Director
$0 $0 $0
BORIS STEFFEN PRESIDENT ELECT, DIRECTOR 001.00
Officer Director
$0 $0 $0
JOSE MONGE-ROBERTIN VICE-PRESIDENT-PUERTO RICO CHAPTER 001.00
Officer Director
$0 $0 $0
JAMES M LUKENDA EXECUTIVE DIRECTOR 040.00
Officer Director
$0 $0 $0
DAVID BART BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
CHARLES CARROLL BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KEVIN CLANCY BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ERIC DANNER PRESIDENT, DIRECTOR 001.00
Officer Director
$0 $0 $0
STEPHEN DARR BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
LEAH EISENBERG BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KENNETH ENOS SECRETARY, DIRECTOR 001.00
Officer Director
$0 $0 $0
MYCHAL HARRISON BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
S GREGORY HAYES BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
THOMAS JEREMIASSEN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ERIC KERWOOD BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KARL KNECHTEL BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KEVIN MCCOY BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
JENNIFER MEYEROWITZ BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
RICHARD NEWMAN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
BRIAN RYNIKER BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ANGELA SHORTALL BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ANDREW SILFEN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ROBERT SWARTZ TREASURER, DIRECTOR 001.00
Officer Director
$0 $0 $0
SCOTT WILLIAMS BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
RICHARD WRIGHT BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KATHERINE CATANESE BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
EVAN HENGEL BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
IRA HERMAN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
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 $449,966 $355,782 $873,942 $94,184
2023 $433,819 $378,467 $745,517 $55,352
2022 $402,065 $317,356 $635,402 $84,709
2021 $284,857 $154,708 $637,000 $130,149
2020 $325,038 $101,721 $478,195 $223,317
Explore More Nonprofits
→Top 100 Nonprofits in Oregon →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ASSOCIATION OF INSOLVENCY AND RESTRUCTURING ADVISORS FUND FOR EDUCATION with other nonprofits in Oregon and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.