LICENSING EXECUTIVES SOCIETY USA & CANADA INC (EIN 136271591) - 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

1967

Legal Domicile

Phone

7812460500

Tax Period

2024-01-01 to 2024-12-31

LICENSING EXECUTIVES SOCIETY USA & CANADA INC, founded in 1967, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

A NONPROFIT PROFESSIONAL AND EDUCATIONAL SOCIETY ASSISTING INDIVIDUALS IN TECHNIQUES OF SAFEGUARDING INTELLECTUAL PROPERTY. THE SOCIETY ALSO INFORMS THE PUBLIC CONCERNING THE ECONOMIC SIGNIFICANCE OF LICENSING OR OTHER TRANSFER OF TECHNOLOGY, INDUSTRIAL AND INTELLECTUAL PROPERTY.

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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 $130

Program Service Revenue $1,315,974

Investment Income $9,748

Other Revenue $19,275

TOTAL REVENUE $1,345,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,402

Fundraising Expenses $0

Program Expenses $924,509

Other Expenses $1,332,033

TOTAL EXPENSES $1,347,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,345,127	$1,553,670	-0.1%
Expenses	$1,347,435	$1,265,946	+0.1%
Net Income	$-2,308	$287,724	-1.0%

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

109

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
EVELYN CHEN	President/Chair	5.00	Officer Director	$0	$0	$0
ANN CANNONI	IMM PAST PRES	5.00	Director	$0	$0	$0
LOUISE LEVIEN	Secretary	5.00	Officer Director	$0	$0	$0
MICHAEL PERHAM	PRES ELECT	5.00	Officer Director	$0	$0	$0
RACHEL KREPPEL	COUNSEL	5.00	Director	$0	$0	$0
STEVE HOLZEN	Treasurer	5.00	Officer Director	$0	$0	$0
MARK SHELLEY	Director	5.00	Director	$0	$0	$0
LALIT GAUR	Director	5.00	Director	$0	$0	$0
NICKI KENNEDY	Director	5.00	Director	$0	$0	$0
JENNIFER SOUTER	Director	5.00	Director	$0	$0	$0
KAREN TEMPLE	Director	5.00	Director	$0	$0	$0
ARPI SIYAHIAN	Director	5.00	Director	$0	$0	$0
ERIC GOTTSCHLING	Director	5.00	Director	$0	$0	$0
MIHAELA BOUJIN	Director	5.00	Director	$0	$0	$0
IAN DIBERNARDO	Director	5.00	Director	$0	$0	$0
SAM WILEY	Director	5.00	Director	$0	$0	$0
EFRAT KASZNIK	Director	5.00	Director	$0	$0	$0
CHITRA KALYNARAMAN	Director	5.00	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
2024	$1,345,127	$1,347,435	$1,190,641	$-2,308
2023	$1,553,670	$1,265,946	$1,118,985	$287,724
2022	$1,411,971	$1,407,767	$908,005	$4,204
2021	$975,266	$876,176	$914,475	$99,090
2020	$1,027,084	$1,100,907	$851,230	$-73,823
2019	$1,905,021	$2,032,292	$1,063,224	$-127,271
2018	$2,899,506	$3,074,514	$1,355,619	$-175,008

LICENSING EXECUTIVES SOCIETY USA & CANADA INC