FORUM OF EXECUTIVE WOMEN

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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

1977

Legal Domicile

Principal Officer

SARAH BRAND

Phone

4843134256

Tax Period

2024-07-01 to 2025-06-30

FORUM OF EXECUTIVE WOMEN, founded in 1977, is a small nonprofit that reported $709K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

OUR CORE MISSION IS TO BRING TOGETHER, AND LEVERAGE THE INFLUENCE OF, PROFESSIONAL WOMEN TO EXPAND THE IMPACT AND POWER OF WOMEN IN THE WORKPLACE AND BEYOND.OUR VISION IS THAT WOMEN WILL ACHIEVE (CONTINUED ON SCHEDULE O)EQUITABLE REPRESENTATION IN LEADERSHIP, INFLUENCE, AND POWER IN THE WORKPLACE, THEIR HOMES AND THEIR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $526,994 Revenue: $382,894

THE ORGANIZATION PROVIDES PROGRAMS FOR MEMBERS TO DISSEMINATE INFORMATION REGARDING TOPICS OF INTEREST TO EXECUTIVE WOMEN TO ADVANCE THEIR SUCCESS IN BUSINESS.

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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 $303,195

Program Service Revenue $379,502

Investment Income $23,371

Other Revenue $3,392

TOTAL REVENUE $709,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $384,252

Fundraising Expenses $0

Program Expenses $526,994

Other Expenses $321,678

TOTAL EXPENSES $705,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,460	$617,780	+0.1%
Expenses	$705,930	$680,305	+0.0%
Net Income	$3,530	$-62,525	-1.1%

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

$147,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONEENE K DAMON	CHAIR	5.00	Officer Director	$0	$0	$0
KATE SHIELDS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
KATHY H GADDES	SECRETARY	2.00	Officer Director	$0	$0	$0
TRACEY JASEY	TREASURER	2.00	Officer Director	$0	$0	$0
LORINA MARSHALL-BLAKE	CO-PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
JESSICA SHARP	CO-PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
LAUREN CRISTELLA	BOARD MEMBER	2.00	Director	$0	$0	$0
COLLEEN CROWLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
RINA DESAI	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLEY HODGE	BOARD MEMBER	2.00	Director	$0	$0	$0
JANE SCACCETTI	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHERINA BAKH SIMONETTI	BOARD MEMBER	2.00	Director	$0	$0	$0
TIFFANY SPRAGGINS PAYNE	BOARD MEMBER	2.00	Director	$0	$0	$0
COLLEEN VALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN ALLSMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH BRAND	BOARD MEMBER	2.00	Director	$0	$0	$0
DEANA CALVELLI	BOARD MEMBER	2.00	Director	$0	$0	$0
JEANINE CONLEY-DAVES	BOARD MEMBER	2.00	Director	$0	$0	$0
KARIN COPELAND	BOARD MEMBER	2.00	Director	$0	$0	$0
DENA HERRIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JACQUI HUGEE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREA KIRSHENBAUM	BOARD MEMBER	2.00	Director	$0	$0	$0
JOANN MAGNATTA	BOARD MEMBER	2.00	Director	$0	$0	$0
NINA MARKEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH MURPHY	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHONDA PELZER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCINE PICKRON-DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
LARA RHAME	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER SNYDER	BOARD MEMBER	2.00	Director	$0	$0	$0
MEGHAN PIERCE	PRESIDENT AND CEO	40.00	Officer	$147,500	$0	$147,500

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	$709,460	$705,930	$763,549	$3,530
2024	No data	No data	No data	No data
2023	$571,443	$529,502	$909,387	$41,941
2022	$519,829	$409,001	$805,462	$110,828
2021	$621,027	$340,444	$690,944	$280,583
2020	$384,757	$401,868	$410,361	$-17,111
2019	$445,929	$518,197	$427,472	$-72,268
2018	$527,876	$495,621	$511,158	$32,255