IFERA INC (EIN 831504166) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Isabel C Botero

Phone

3867486621

Tax Period

2025-01-01 to 2025-12-31

IFERA INC, founded in 2018, is a small nonprofit in the Social Science sector that reported $224K in total revenue in fiscal year 2025.

Mission

The mission of IFERA is to be the leading global forum for family business research advancing and enriching the field through collaboration and knowledge sharing.

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $78,096

Program Service Revenue $137,712

Investment Income $0

Other Revenue $8,158

TOTAL REVENUE $223,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $218,471

TOTAL EXPENSES $218,471

Year-over-Year Comparison

	2025	2024	Change
Revenue	$223,966	$215,401	+0.0%
Expenses	$218,471	$208,657	+0.0%
Net Income	$5,495	$6,744	-0.2%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Isabel Botero	Treasurer	8.00	Director	$0	$0	$0
Josip Kotlar	President	10.00	Director	$0	$0	$0
Torsten Pieper	Past President	3.00	Director	$0	$0	$0
Massimo Bau	Research Director	8.00	Director	$0	$0	$0
Claudia Astrachan	Board President	3.00	Director	$0	$0	$0
Kimberly Eddleston	Board Member	2.00	Director	$0	$0	$0
Anneleen Michiels	Board member	1.00	Director	$0	$0	$0
Emmanuela Rondi	Research Development	4.00	Director	$0	$0	$0
Tom Russen	Board Member	1.00	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	$223,966	$218,471	$178,227	$5,495
2024	$215,401	$208,657	$172,732	$6,744

IFERA INC