ASSOCIATION OF INSOLVENCY AND RESTRUCTURING ADVISORS FUND FOR EDUCATION

EIN: 770307023 501(c)(3) Unknown

MEDFORD, OR

Total Revenue
$453,400
Total Expenses
$432,218
Total Assets
$930,597
Net Assets
$930,597
🔒

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
2025-01-01 to 2025-12-31

ASSOCIATION OF INSOLVENCY AND RESTRUCTURING ADVISORS FUND FOR EDUCATION, founded in 1992, is a small nonprofit in the Unknown sector that reported $453K in total revenue in fiscal year 2025. Expenses of $432K left a modest 5% surplus.

Mission

TO UNITE AND SUPPORT PROFESSIONALS PROVIDING BUSINESS TURNAROUND, RESTRUCTURING AND BANKRUPTCY SERVICES.

Program Service Accomplishments

Program 1
Expenses: $318,517 Revenue: $329,278

THE ANNUAL BANKRUPTCY RESTRUCTURING CONFERENCE IS A FOUR-DAY INTENSIVE EVENT IN JUNE DEALING WITH CURRENT ISSUES IN TURNAROUND, ACCOUNTING, FINANCIAL, LEGAL, TAX AND OTHER AREAS.

Program 2
Expenses: $44,006 Revenue: $42,725

VALCON IS A THREE DAY CONFERENCE CO-SPONSORED WITH THE AMERICAN BANKRUPTCY INSTITUTE FOCUSED ON CUTTING EDGE VALUATION TOPICS AFFECTING ATTORNEYS AND FINANCIAL ADVISORS IN THE RESTRUCTURING AND...

Read more

VALCON IS A THREE DAY CONFERENCE CO-SPONSORED WITH THE AMERICAN BANKRUPTCY INSTITUTE FOCUSED ON CUTTING EDGE VALUATION TOPICS AFFECTING ATTORNEYS AND FINANCIAL ADVISORS IN THE RESTRUCTURING AND TURNAROUND INDUSTRY.

Program 3
Expenses: $38,374 Revenue: $52,860

THE ANNUAL RESTRUCTURING PLAN OF REORGANIZATION CONFERENCE POR IS AN ANNUAL, FULL ONE-DAY NOVEMBER CONFERENCE IN NEW YORK CITY ON TECHNICAL ISSUES AND CURRENT DEVELOPMENTS RELATED TO RESTRUCTURING OF...

Read more

THE ANNUAL RESTRUCTURING PLAN OF REORGANIZATION CONFERENCE POR IS AN ANNUAL, FULL ONE-DAY NOVEMBER CONFERENCE IN NEW YORK CITY ON TECHNICAL ISSUES AND CURRENT DEVELOPMENTS RELATED TO RESTRUCTURING OF BUSINESSES.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $2,100
Program Service Revenue $442,398
Investment Income $8,902
Other Revenue $0
TOTAL REVENUE $453,400

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $425,691
Other Expenses $432,218
TOTAL EXPENSES $432,218

Year-over-Year Comparison

2025 2024 Change
Revenue $453,400 $449,966 +0.0%
Expenses $432,218 $355,782 +0.2%
Net Income $21,182 $94,184 -0.8%
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
38
Independent Members
38
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
38
$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
EVAN HENGEL BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
IRA HERMAN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
MATTHEW FLEMING BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
MICHAEL FLEMING BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
ABHIMANYU GUPTA BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
JAMES KATCHADURIAN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
TIMOTHY MOHAN BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
BRIANA RICHARDS BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
JAMES SCHWARZ BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
HEIDI SORVINO BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
TERI STRATTON BOARD OF DIRECTORS 001.00
Director
$0 $0 $0
KYLE STURGEON 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
2025 $453,400 $432,218 $930,597 $21,182
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.