SMPS NORTHEAST REGIONAL CONFERENCE (EIN 873418604) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

KRISTI REICHARD

Tax Period

2023-09-01 to 2024-08-31

SMPS NORTHEAST REGIONAL CONFERENCE, founded in 2021, is a small nonprofit that reported $283K in total revenue in fiscal year 2023. Expenses of $326K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO ELEVATE THE PROFESSION, ENHANCE THEIR SKILLS AND KNOWLEDGE, GROW THEIR CAREERS, AND BRING INVALUABLE EXPERTISE TO THEIR ORGANIZATIONS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $282,900

Investment Income $144

Other Revenue $185

TOTAL REVENUE $283,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $326,453

Other Expenses $326,453

TOTAL EXPENSES $326,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,229	N/A	N/A
Expenses	$326,453	N/A	N/A
Net Income	$-43,224	N/A	N/A

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
KRISTI REICHARD	CHAIR	5.00	Director	$0	$0	$0
AMY CUDDY	INCOMING CHA	5.00	Director	$0	$0	$0
LAURA OKELL	FINANCE DIRE	5.00	Director	$0	$0	$0
TERESA YORK	ASSIS. FINAN	2.00	Director	$0	$0	$0
JESS GUYER	PROGRAMS CO-	2.00	Director	$0	$0	$0
ALI DETAR	PROGRAMS CO-	2.00	Director	$0	$0	$0
BETH HARRISON	PROGRAMS CO-	2.00	Director	$0	$0	$0
MATT HAWK	SPONSOR. CO-	2.00	Director	$0	$0	$0
HEATHER SEICH	SPONSOR. CO-	2.00	Director	$0	$0	$0
HELEN KASHTAN	COMMS. CO-CH	2.00	Director	$0	$0	$0
AMANDA SEEDS	COMMS. CO-CH	2.00	Director	$0	$0	$0
HILLARY NIEUKIRK	RGSTRATION C	2.00	Director	$0	$0	$0
KATE PETROVICH	RGSTRATION C	2.00	Director	$0	$0	$0
KETHLEEN HELD	LOGISTICS CO	2.00	Director	$0	$0	$0
KRISTEN TROXELL	LOGISTICS CO	2.00	Director	$0	$0	$0
KATIE LUND	COMMITTEE	2.00	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	$283,229	$326,453	$54,714	$-43,224

SMPS NORTHEAST REGIONAL CONFERENCE