MID-ATLANTIC CIO FORUM INC (EIN 882054963) - 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

2022

Legal Domicile

Principal Officer

Donald A Lee

Phone

4102182277

Tax Period

2025-01-01 to 2025-12-31

MID-ATLANTIC CIO FORUM INC, founded in 2022, is a small nonprofit that reported $253K in total revenue in fiscal year 2025. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 21% operating margin.

Mission

The Forum is designed to foster excellence in business and information technology in an environment that promotes educational and networking opportunities for CIOs facing similar challenges and issues. CIOs participate with peers to share information and experiences, and to exchange best practices in peer-to-peer discussion sessions.

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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 $0

Program Service Revenue $252,321

Investment Income $0

Other Revenue $1,081

TOTAL REVENUE $253,402

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $97,800

Fundraising Expenses $0

Other Expenses $73,145

TOTAL EXPENSES $200,945

Year-over-Year Comparison

	2025	2024	Change
Revenue	$253,402	$211,812	+0.2%
Expenses	$200,945	$177,753	+0.1%
Net Income	$52,457	$34,059	+0.5%

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

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

$57,800

Total Directors

$57,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald A Lee	President	20.00	Officer Director	$57,800	$0	$57,800
HANS KELLER	Vice President	2.00	Officer Director	$0	$0	$0
BRIAN SEYMOUR	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
BILL MEDLEY	Director	1.00	Director	$0	$0	$0
PAUL MARUSZEWSKI	Director	1.00	Director	$0	$0	$0
Chantal Richmond	Director	1.00	Director	$0	$0	$0
REGINA TILLERY	Director	1.00	Director	$0	$0	$0
DARAIUS IRANI PHD	Director	1.00	Director	$0	$0	$0
Timothy A Waire Jr	Director	1.00	Director	$0	$0	$0
Beth Ann Bilheimer	Director	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	$253,402	$200,945	$184,240	$52,457
2024	$211,812	$177,753	$131,783	$34,059

MID-ATLANTIC CIO FORUM INC