Financial Executives International (EIN 131981932) - 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

1931

Legal Domicile

Principal Officer

ANDREJ SUSKAVCEVIC

Phone

9737651000

Tax Period

2024-07-01 to 2025-06-30

Financial Executives International, founded in 1931, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Expenses of $3.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ADVANCE THE SUCCESS OF FINANCIAL LEADERS, THEIR ORGANIZATIONS, AND THE PROFESSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,647,366

Investment Income $310,704

Other Revenue $112,233

TOTAL REVENUE $3,070,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,681,719

Fundraising Expenses $0

Other Expenses $1,730,729

TOTAL EXPENSES $3,412,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,070,303	$2,851,747	+0.1%
Expenses	$3,412,448	$3,243,138	+0.1%
Net Income	$-342,145	$-391,391	-0.1%

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

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

$1,133,907

Total Directors

$628,102

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREJ SUSKAVCEVIC CAE	PRESIDENT & CEO	53.0	Officer Director	$578,442	$49,660	$628,102
LILIANA DEVITA	Vice President & COO	53.0	Officer	$228,347	$45,370	$273,717
MARIA O'GRADY	Vice President & CFO	53.0	Officer	$200,668	$31,420	$232,088
Ken Burris	Vice President, Growth	45.0	Highest	$186,380	$30,715	$217,095
Chris Westfall	Vice President, Content	45.0	Highest	$187,160	$29,251	$216,411
Rudy Katzenberger	Director, Finance and Administ	45.0	Highest	$125,668	$31,143	$156,811
Doug Hoekstra	Director, Digital Content	45.0	Highest	$128,632	$20,846	$149,478
Patricia Ysambart	Director, Operations & Governa	45.0	Highest	$116,206	$30,784	$146,990
CAROLINE SULLIVAN	CHAIR	1.0	Officer Director	$0	$0	$0
ALICE JOLLA	VICE CHAIR	1.0	Officer Director	$0	$0	$0
AMIE THUENER	TREASURER	1.0	Officer Director	$0	$0	$0
VINCE GREENE	SECRETARY	1.0	Officer Director	$0	$0	$0
PAUL HENSLEY	IMMEDIATE PAST CHAIR	1.0	Officer Director	$0	$0	$0
JOHN BRISCOE	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL DAY	DIRECTOR	1.0	Director	$0	$0	$0
DAVID FABRICANT	DIRECTOR	1.0	Director	$0	$0	$0
ALYSSA GELBARD	DIRECTOR	1.0	Director	$0	$0	$0
NICHOLAS KOUTOURAS	DIRECTOR	1.0	Director	$0	$0	$0
BRIDGETTE LINK	DIRECTOR	1.0	Director	$0	$0	$0
LORI TANSLEY	DIRECTOR	1.0	Director	$0	$0	$0
JOHN WHITE	DIRECTOR	1.0	Director	$0	$0	$0
VICKIE WONG	DIRECTOR	1.0	Director	$0	$0	$0
Dustin Switzer	DIRECTOR (THRU 8/28/2024)	1.0	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	$3,070,303	$3,412,448	$4,042,449	$-342,145
2024	$2,851,747	$3,243,138	$4,193,369	$-391,391
2023	$2,565,530	$3,236,949	$4,940,015	$-671,419
2022	$2,850,628	$3,038,858	$5,386,403	$-188,230
2021	$3,072,127	$3,065,204	$5,452,494	$6,923
2020	$3,728,342	$3,533,937	$4,726,061	$194,405
2019	$3,803,544	$3,381,860	$5,526,859	$421,684

Financial Executives International