FINANCIAL COMMUNICATIONS SOCIETY

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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

1992

Legal Domicile

Principal Officer

KEVIN WINDORF

Phone

9088580427

Tax Period

2023-09-01 to 2024-08-31

FINANCIAL COMMUNICATIONS SOCIETY, founded in 1992, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 8% surplus.

Mission

TO PROVIDE PROGRAMS TO INFORM, EDUCATE AND INSPIRE PROFESSIONALS IN THE FINANCIAL COMMUNICATIONS MARKET.

Program Service Accomplishments

Program 1

Expenses: $1,085,784 Revenue: $562,668

MEMBER EVENTS, INFORMATION AND FORUMS - THE ORGANIZATION HELD 40 EVENTS TO PROVIDE INFORMATION REGARDING FINANCIAL COMMUNICATIONS POLICIES AND PRACTICES. THESE WERE ATTENDED BY 2,655 PARTICIPANTS...

MEMBER EVENTS, INFORMATION AND FORUMS - THE ORGANIZATION HELD 40 EVENTS TO PROVIDE INFORMATION REGARDING FINANCIAL COMMUNICATIONS POLICIES AND PRACTICES. THESE WERE ATTENDED BY 2,655 PARTICIPANTS DURING BREAKFASTS, LUNCHES, DINNERS AND OTHER EVENTS, INCLUDING VIRTUAL EVENTS.

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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 $283,632

Program Service Revenue $994,597

Investment Income $14

Other Revenue $0

TOTAL REVENUE $1,278,243

Expense Breakdown

Grants Paid $83,872

Salaries & Benefits $250,038

Fundraising Expenses $0

Program Expenses $1,085,784

Other Expenses $846,576

TOTAL EXPENSES $1,180,486

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,243	$1,268,891	+0.0%
Expenses	$1,180,486	$1,176,691	+0.0%
Net Income	$97,757	$92,200	+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

$177,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM HART	CHAIR	3.00	Officer Director	$0	$0	$0
TOM JAGO	VICE CHAIR	3.00	Officer Director	$0	$0	$0
KATHERINE DIVNEY	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN MCCORMICK	PROGRAMMING COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
KATIE WEBER	MEMBERSHIP COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
NIA ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
KATY BRADY	DIRECTOR	1.00	Director	$0	$0	$0
HAILEY BRENT	DIRECTOR	1.00	Director	$0	$0	$0
TAD FABIASCHI	DIRECTOR	1.00	Director	$0	$0	$0
ANNA GUTOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
KRISSIE HART	DIRECTOR	1.00	Director	$0	$0	$0
JAIME KALFUS	DIRECTOR	1.00	Director	$0	$0	$0
ETIENNE KATZ	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LEIBOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
KAREN LIST	DIRECTOR	1.00	Director	$0	$0	$0
KIRTI NAIK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PATELLA	DIRECTOR	1.00	Director	$0	$0	$0
ROB PFEIFFER	DIRECTOR	1.00	Director	$0	$0	$0
SHEEVANI RAIKUNDALIA	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SCAURI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN TOTH	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL TUFFNEY	DIRECTOR	1.00	Director	$0	$0	$0
DAMON WEBBER	DIRECTOR	1.00	Director	$0	$0	$0
GREG YATES	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WINDORF	CHIEF EXECUTIVE OFFICER	40.00	Officer	$130,000	$47,521	$177,521

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	No data	No data	No data	No data
2024	$1,278,243	$1,180,486	$821,195	$97,757
2023	$1,268,891	$1,176,691	$722,424	$92,200
2022	$1,540,360	$1,307,991	$738,320	$232,369
2021	$366,568	$406,858	$703,179	$-40,290
2020	$737,014	$777,174	$450,838	$-40,160
2019	$1,259,469	$1,346,760	$495,812	$-87,291
2018	$1,399,805	$1,210,210	$576,014	$189,595