THE LOSS EXECUTIVES ASSOCIATION

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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

2006

Legal Domicile

Principal Officer

JOSE MOGARTOFF

Phone

2015693346

Tax Period

2025-01-01 to 2025-12-31

THE LOSS EXECUTIVES ASSOCIATION, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $169K, a strong 16% operating margin.

Mission

FOUNDED OVER 85 YEARS AGO, THE LOSS EXECUTIVES ASSOCIATION PROVIDES A FORUM FOR DISCUSSION, STUDY, AND CONSIDERATION OF COMMON LOSS ADJUSTMENT PROBLEMS TO EXPLORE OPTIONS AND ALTERNATIVES. IT IS THE LEA'S BELIEF THAT A BETTER UNDERSTANDING OF SUCH PROBLEMS IS THE ULTIMATE GOAL OF THE EDUCATIONAL PROCESS.

Program Service Accomplishments

Program 1

Expenses: $579,862 Revenue: $1,030,439

THE ORGANIZATION HOLDS ANNUAL CONFERENCES THAT ARE ATTENDED BY MEMBERS, ASSOCIATE MEMBERS, AND GUESTS.

Program 2

Expenses: $15,000

COST OF YOUNG LEA PROGRAM, CONTINUING EDUCATION (INCLUDING SCHOLARSHIPS), AND LICENSING

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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 $157,720

Program Service Revenue $872,719

Investment Income $129

Other Revenue $0

TOTAL REVENUE $1,030,568

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $594,862

Other Expenses $846,505

TOTAL EXPENSES $861,505

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,030,568	$937,022	+0.1%
Expenses	$861,505	$647,078	+0.3%
Net Income	$169,063	$289,944	-0.4%

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
PAUL AVILES	DIRECTOR	N/A	Director	$0	$0	$0
PAUL CARNOVALE	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE NANCKE	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD PATON	DIRECTOR	N/A	Director	$0	$0	$0
STEVE YEO	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN ST JACQUES	ASSISTANT SE	N/A	Officer	$0	$0	$0
MARISA JELICKS	VICE PRESIDE	N/A	Officer	$0	$0	$0
RAYMOND MATTIA	OFFICER	N/A	Officer	$0	$0	$0
JOSE MOGARTOFF	PRESIDENT	N/A	Officer	$0	$0	$0
BROOKE SHULTZ	TREASURER	N/A	Officer	$0	$0	$0
DOMINIC THURSTON	SECRETARY	N/A	Officer	$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	$1,030,568	$861,505	$1,510,697	$169,063
2024	$937,022	$647,078	$1,341,634	$289,944
2023	$862,576	$577,277	$1,051,690	$285,299
2022	$731,221	$489,715	$766,391	$241,506
2021	$353,711	$161,611	$524,885	$192,100
2020	$132,423	$288,858	$332,785	$-156,435
2019	$510,234	$684,457	$489,220	$-174,223
2018	$524,420	$467,612	$663,443	$56,808