EFFIE WORLDWIDE INC (EIN 208875698) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

TRACI ALFORD

Phone

2129139772

Tax Period

2023-01-01 to 2023-12-31

EFFIE WORLDWIDE INC, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $10.0M in total revenue in fiscal year 2023. Expenses of $11.2M exceeded revenue, resulting in a 13% operating deficit.

Mission

EFFIE WORLDWIDE CHAMPIONS AND IMPROVES THE PRACTICE AND THE PRACTITIONERS OF MARKETING EFFECTIVENESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $390,000

Program Service Revenue $9,423,537

Investment Income $23,030

Other Revenue $146,453

TOTAL REVENUE $9,983,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,884,187

Fundraising Expenses $0

Program Expenses $9,888,324

Other Expenses $5,363,019

TOTAL EXPENSES $11,247,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,983,020	$10,058,849	0.0%
Expenses	$11,247,206	$9,164,646	+0.2%
Net Income	$-1,264,186	$894,203	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$463,538

Total Directors

Key Employees

$1,247,832

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACI ALFORD	CHIEF EXECUT	40.00	Officer	$451,500	$12,038	$463,538
SARA PRESTON	CHIEF REVENU	40.00	Key Emp	$307,067	$0	$307,067
MONICA HARE	CHIEF INNOVA	40.00	Key Emp	$295,000	$8,592	$303,592
ALLISON KNAPP	CHIEF OPERAT	40.00	Key Emp	$240,000	$2,500	$242,500
LUCA LORENZI	CHIEF FINANC	40.00	Key Emp	$216,032	$8,641	$224,673
STEPHANIE NACHMAN	SENIOR VICE	40.00	Key Emp	$170,000	$0	$170,000
LAUREN EBERHARDT	VICE PRESIDE	40.00	Highest	$147,862	$0	$147,862
LYONISHA STEPHEN	VICE PRESIDE	40.00	Highest	$120,000	$4,800	$124,800
ERICA STOPPENBACH	VICE PRESIDE	40.00	Highest	$116,000	$4,640	$120,640
STEPHANIE PULNER	VICE PRESIDE	40.00	Highest	$115,000	$4,025	$119,025
JAE GOODMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KARINA WILSHER	SECRETARY	1.00	Officer Director	$0	$0	$0
JACK BAMBERGER	TREASURER	1.00	Officer Director	$0	$0	$0
MARCEL MARCONDES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WILKINS UNTIL 0323	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA BRIMMER	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDINE CHEEVER	DIRECTOR	1.00	Director	$0	$0	$0
KHARTOON WEISS	DIRECTOR	1.00	Director	$0	$0	$0
VINEET MEHRA	DIRECTOR	1.00	Director	$0	$0	$0
SELMAN CAREAGA	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN THOMAS-COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE KLEIN UNTIL 0323	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOUSTON	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE POWERS	DIRECTOR	1.00	Director	$0	$0	$0
MATHILDE DELHOUME-DEBREU	DIRECTOR	1.00	Director	$0	$0	$0
KIM LARSON UNTIL 0323	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HOHMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANN MUKHERJEE	DIRECTOR	1.00	Director	$0	$0	$0
CARLA SERRANO	DIRECTOR	1.00	Director	$0	$0	$0
MICKY ONRUVAL	DIRECTOR	1.00	Director	$0	$0	$0
LUIS DI COMO	DIRECTOR	1.00	Director	$0	$0	$0
FREDDIE COVINGTON	DIRECTOR	1.00	Director	$0	$0	$0
BHARAT ANAND	DIRECTOR	1.00	Director	$0	$0	$0
KATRIN ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREG WALSH	DIRECTOR	1.00	Director	$0	$0	$0
JEAN LIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE REDISH HOFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ASMIRH DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK SINNOCK	SENIOR MANAG	1.00	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	No data	No data	No data	No data
2023	$9,983,127	$11,297,759	$4,585,744	$-1,314,632
2023	$9,983,020	$11,247,206	$4,495,783	$-1,264,186
2022	$10,058,849	$9,164,646	$5,824,603	$894,203
2021	$9,012,893	$7,860,128	$5,194,477	$1,152,765
2020	$3,888,624	$4,801,441	$3,577,745	$-912,817
2020	$3,784,086	$4,917,924	$3,461,262	$-1,133,838
2019	$5,222,505	$5,033,685	$4,563,436	$188,820
2018	$4,645,046	$4,494,817	$4,167,293	$150,229

EFFIE WORLDWIDE INC