SALES & MARKETING EDUCATION FOUNDATION INC (EIN 844271799) - 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

2020

Legal Domicile

Principal Officer

BRAD ROSEN

Phone

8505704826

Tax Period

2024-01-01 to 2024-12-31

SALES & MARKETING EDUCATION FOUNDATION INC, founded in 2020, is a small nonprofit in the Employment sector that reported $668K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $988K exceeded revenue, resulting in a 48% operating deficit.

Mission

THE ORGANIZATION EXISTS EXCLUSIVELY TO FOSTER SALES AND MARKETING EDUCATION THROUGH THE PLANNING, MANAGEMENT, AND EXECUTION OF SALES AND MARKETING EDUCATIONAL CONFERENCES AND COMPETITIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $559,473

Program Service Revenue $69,466

Investment Income $38,861

Other Revenue $0

TOTAL REVENUE $667,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $863,392

Other Expenses $987,715

TOTAL EXPENSES $987,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$667,800	$608,752	+0.1%
Expenses	$987,715	$250,637	+2.9%
Net Income	$-319,915	$358,115	-1.9%

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
AMY BENNA	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
HOLLIE BISHOP	SECRETARY	N/A	Officer Director	$0	$0	$0
DREW HILDEBRAND	TREASURER	N/A	Officer Director	$0	$0	$0
LEAH LEHMULLER	DIRECTOR	N/A	Director	$0	$0	$0
BRAD ROSEN	PRESIDENT	N/A	Officer 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	$667,800	$987,715	$945,761	$-319,915
2023	$608,752	$250,637	$1,265,676	$358,115
2022	$418,635	$164,864	$907,561	$253,771
2021	$425,653	$22,669	$653,790	$402,984
2020	$256,188	$5,382	$250,806	$250,806

SALES & MARKETING EDUCATION FOUNDATION INC