Civic Intelligence

Turnaround Management Association

EIN 76-0398245 • 501(c)6 • Houston, TX

Profile

Professional community dedicated to corporate renewal and turnaround management.

1321 Antoine DriveHouston, TX 77055

www.turnaround.org/houston

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-19%

Faster asset growth than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-7.8%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$118,537

Down $27,628 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$118,537

Down $27,628 (-19%) from 2023

Revenue

Down

$215,467

Down $18,339 (-7.8%) from 2023

Expenses

Down

$243,095

Down $15,654 (-6.0%) from 2023

Net Income

Down

-$27,628

Down $2,685 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $108,669Liabilities 2010: $0Net Assets 2010: $108,6692010Assets 2011: $88,019Liabilities 2011: $0Net Assets 2011: $88,0192011Assets 2012: $143,926Liabilities 2012: $0Net Assets 2012: $143,9262012Assets 2013: $106,044Liabilities 2013: $0Net Assets 2013: $106,0442013Assets 2014: $119,343Liabilities 2014: $0Net Assets 2014: $119,3432014Assets 2015: $111,569Liabilities 2015: $0Net Assets 2015: $111,5692015Assets 2016: $111,379Liabilities 2016: $0Net Assets 2016: $111,3792016Assets 2017: $124,975Liabilities 2017: $0Net Assets 2017: $124,9752017Assets 2018: $114,535Liabilities 2018: $0Net Assets 2018: $114,5352018Assets 2019: $83,606Liabilities 2019: $0Net Assets 2019: $83,6062019Assets 2020: $123,929Liabilities 2020: $542Net Assets 2020: $123,3872020Assets 2021: $146,949Liabilities 2021: $0Net Assets 2021: $146,9492021Assets 2022: $171,108Liabilities 2022: $0Net Assets 2022: $171,1082022Assets 2023: $146,165Liabilities 2023: $0Net Assets 2023: $146,1652023Assets 2024: $118,537Liabilities 2024: $0Net Assets 2024: $118,5372024

Highlighted filing

2024

Assets$118,537
Liabilities$0
Net Assets$118,537

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $120,499Expenses 2010: $111,533Net Income 2010: $8,9662010Revenue 2011: $118,350Expenses 2011: $139,000Net Income 2011: -$20,6502011Revenue 2012: $168,673Expenses 2012: $112,766Net Income 2012: $55,9072012Revenue 2013: $144,036Expenses 2013: $181,918Net Income 2013: -$37,8822013Revenue 2014: $111,896Expenses 2014: $98,597Net Income 2014: $13,2992014Revenue 2015: $158,530Expenses 2015: $166,304Net Income 2015: -$7,7742015Revenue 2016: $148,913Expenses 2016: $149,103Net Income 2016: -$1902016Revenue 2017: $163,990Expenses 2017: $150,394Net Income 2017: $13,5962017Revenue 2018: $160,888Expenses 2018: $171,328Net Income 2018: -$10,4402018Revenue 2019: $131,489Expenses 2019: $162,418Net Income 2019: -$30,9292019Revenue 2020: $115,585Expenses 2020: $75,804Net Income 2020: $39,7812020Revenue 2021: $146,599Expenses 2021: $123,037Net Income 2021: $23,5622021Revenue 2022: $257,191Expenses 2022: $233,032Net Income 2022: $24,1592022Revenue 2023: $233,806Expenses 2023: $258,749Net Income 2023: -$24,9432023Revenue 2024: $215,467Expenses 2024: $243,095Net Income 2024: -$27,6282024

Highlighted filing

2024

Revenue$215,467
Expenses$243,095
Net Income-$27,628

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$2.15$2.43$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$2.34$2.59$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$2.57$2.33$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$1.47$1.23$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.23$1.16$0.76$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.31$1.62$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$1.61$1.71$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$1.64$1.50$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$1.49$1.49$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$1.59$1.66$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.12$0.99$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.44$1.82$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$1.69$1.13$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$1.18$1.39$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.20$1.12$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$215,467
Mission and Program Overview

Mission

Professional community dedicated to corporate renewal and turnaround management

Professional community dedicated to corporate renewal and turnaround management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,165$118,537▼ $27,628
Total Assets$146,165$118,537▼ $27,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$146,165$118,537▼ $27,628
Total Net Assets Fund Balance$146,165$118,537▼ $27,628
Total Liabilities and Net Assets / Fund Balance$146,165$118,537▼ $27,628
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arsalan MuhammadPresident
David WeinhofferPresident-Elect
Amy GeiseDirector
Ann HuynhDirector
Brian RomanDirector
Brock HudsonDirector
Bryan GastonDirector
Caitlin ApplingDirector
Candice HubertDirector
Joseph BainDirector
Joseph RoviraDirector
Karen NicolaouDirector
Kiran VakamudiDirector
Kyle HermanDirector
Martha WyrickDirector
Matthew BourdaDirector
Nancy BondsDirector
Ryan O'ConnorDirector
Dale WilkinsExecutive Director
Jamie MatteTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lori M WilkinsManagement1321 Antoine Drive, Houston, TX 77055$247,509
Revenue and Support

Revenue Composition

Contributions and Grants
$147,200
Program Service Revenue
$68,196
Investment Income
$71
Other Revenue
$0
All Other Contributions
$147,200
Change in Net Assets
$-27,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$142,385
Fees for Services Other---$52,875
Office Expenses---$5,921
All Other Expenses---$2,986
Other Expenses---$1,775
Occupancy---$749
Travel---$554
Information Technology---$514
Insurance---$503
Total Functional Expenses$0$0$0$243,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The 990 return is reviewed by the President and the Treasurer prior to filing.

Form 990, Part VI, Section C, line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Turnaround Management Association
EIN
76-0398245
Phone
7132752730
Address
1321 Antoine Drive, Houston, TX 77055

Signing Officer

Name
Jamie Matte
Title
Treasurer
Phone
7132752730
Signed
2025-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Matte
Formed
1993
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
21

Preparer

Firm
Desmond & Ahern Ltd
Address
10827 S Western Ave, Chicago, IL 60643
Preparer
Mel Padillo
Phone
7737794720
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Professional Fees 1,000. Administrative 51,875.

Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/BooksInCareOfDetail/PersonNm0Jamie Matte
IRS990/BooksInCareOfDetail/PhoneNum07138601400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01321 Antoine Drive
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Lori M Wilkins
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IRS990/Form990PartVIISectionAGrp/PersonNm1David Weinhoffer
IRS990/Form990PartVIISectionAGrp/PersonNm2Jamie Matte
IRS990/Form990PartVIISectionAGrp/PersonNm3Amy Geise
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IRS990/Form990PartVIISectionAGrp/PersonNm5Brian Roman
IRS990/Form990PartVIISectionAGrp/PersonNm6Brock Hudson
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IRS990/Form990PartVIISectionAGrp/PersonNm14Kyle Herman
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IRS990/Form990PartVIISectionAGrp/PersonNm16Matthew Bourda
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IRS990/Form990PartVIISectionAGrp/PersonNm18Ryan O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm19Dale Wilkins
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director
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IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Professional community dedicated to corporate renewal and turnaround management.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0146165
IRS990/NetAssetsOrFundBalancesEOYAmt0118537
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0146165
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0118537
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0749
IRS990/OfficeExpensesGrp/TotalAmt05921
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Sponsor Memberships
IRS990/OtherExpensesGrp/Desc1Event Expense
IRS990/OtherExpensesGrp/Desc2Speaker Fees
IRS990/OtherExpensesGrp/Desc3CPE Certifications
IRS990/OtherExpensesGrp/TotalAmt025285
IRS990/OtherExpensesGrp/TotalAmt16665
IRS990/OtherExpensesGrp/TotalAmt22883
IRS990/OtherExpensesGrp/TotalAmt31775
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jamie Matte
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Meeting registrations
IRS990/ProgramServiceRevenueGrp/Desc1Membership dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043108
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125088
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0158168
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt078
IRS990/PYOtherExpensesAmt0258749
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt075560
IRS990/PYRevenuesLessExpensesAmt0-24943
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0258749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0233806
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-27628
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt068196
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 return is reviewed by the President and the Treasurer prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Professional Fees 1,000. Administrative 51,875.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0146165
IRS990/TotalAssetsEOYAmt0118537
IRS990/TotalAssetsGrp/BOYAmt0146165
IRS990/TotalAssetsGrp/EOYAmt0118537
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0243095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118537
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0243095
IRS990/TotalProgramServiceRevenueAmt068196
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt071
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215467
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0146165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0118537
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0554
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01321 Antoine Drive
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077055
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0www.turnaround.org/houston
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Matte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07132752730
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Turnaround Management Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Houston Chapter
ReturnHeader/Filer/BusinessNameControlTxt0TURN
ReturnHeader/Filer/EIN0760398245
ReturnHeader/Filer/PhoneNum07132752730
ReturnHeader/Filer/USAddress/AddressLine1Txt01321 Antoine Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077055
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363321958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Desmond & Ahern Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010827 S Western Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060643
ReturnHeader/PreparerPersonGrp/PhoneNum07737794720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mel Padillo
ReturnHeader/ReturnTs02025-07-17T10:23:16-05:00
ReturnHeader/ReturnTypeCd0990

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