Investment Traders Association of Phila

Nonprofit profile at a glance

EIN
236297544
IRS 990-EZ coverage
2015–2025
Forms available
Form 990-EZ 2025
Location
Conshohocken, PA, USA
Phone
6108625330
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$94,896
Expenses
$73,427
Assets
$105,030
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • RAYMOND HALLY (PRESIDENT)

People named in this filing

  • RYAN FITZPATRICK (SECRETARY)
  • DAVID FLOOD (SPONSOR RELATIONS)
  • CHRISTINA KOWALSKI (OFFICER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To apprise the members of upcoming prac

What it reported doing in 2025

Organization is a professional association of investment traders in the philadelphia area. The purpose is to apprise the members of upcoming practices in the investment industry a

Operating model

Revenue model
Other-operating. 89% of the money available for current operations came from other operating revenue.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 4
  • Transparency & Controls: 82
  • Sustainability: 66
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.5%; rating input score 6
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 22.6%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 1.43; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 11.4% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 6.5% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 6/100.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.