SOLE - THE INTERNATIONAL SOCIETY OF LOGISTICS (EIN 956140051) - 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

1966

Legal Domicile

Principal Officer

JOHN J ERB

Phone

3014598446

Tax Period

2023-10-01 to 2024-09-30

SOLE - THE INTERNATIONAL SOCIETY OF LOGISTICS, founded in 1966, is a small nonprofit in the Science & Technology sector that reported $170K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $199K exceeded revenue, resulting in a 17% operating deficit.

Mission

ADVANCE THE ART AND SCIENCE OF LOGISTICS TECHNOLOGY AND MANAGEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,390

Program Service Revenue $162,295

Investment Income $7

Other Revenue $544

TOTAL REVENUE $170,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,330

Other Expenses $198,991

TOTAL EXPENSES $198,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,236	$149,221	+0.1%
Expenses	$198,991	$237,959	-0.2%
Net Income	$-28,755	$-88,738	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN J ERB	PRESIDENT	10.00	Officer Director	$0	$0	$0
LLOYD H MULLER	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL D RABY	TREASURER	1.00	Officer Director	$0	$0	$0
ANTHONY E TROVATO	VICE-PRESIDENT	1.00	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	$170,236	$198,991	$135,201	$-28,755
2023	$149,221	$237,959	$163,956	$-88,738
2022	$218,034	$230,399	$252,694	$-12,365
2021	$190,084	$201,467	$265,059	$-11,383
2020	$177,277	$247,451	$276,442	$-70,174
2019	$218,392	$215,280	$346,616	$3,112
2018	$226,103	$228,520	$343,504	$-2,417

SOLE - THE INTERNATIONAL SOCIETY OF LOGISTICS