Financial Education & Research Foundation Inc (EIN 237063497) - 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

1944

Legal Domicile

Principal Officer

ANDREJ SUSKAVCEVIC

Phone

9737651000

Tax Period

2023-07-01 to 2024-06-30

Financial Education & Research Foundation Inc, founded in 1944, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

to advance the profession and practices of financial management through education and research.

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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 $434,003

Program Service Revenue $2,956,065

Investment Income $94,371

Other Revenue $31,223

TOTAL REVENUE $3,515,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $166,358

Program Expenses $2,380,803

Other Expenses $3,836,391

TOTAL EXPENSES $3,836,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,515,662	$3,249,552	+0.1%
Expenses	$3,836,391	$3,349,948	+0.1%
Net Income	$-320,729	$-100,396	+2.2%

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

$1,050,296

Total Directors

$585,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrej Suskavcevic	Pres./CEO-Trustee:Ex-Officio	2.0	Officer Director	$0	$47,548	$585,107
Liliana Devita	COO & Secretary	2.0	Officer	$0	$42,372	$251,949
Maria O'Grady	Treasurer	2.0	Officer	$0	$28,467	$213,240
MAGGIE MARTENSEN	CHAIR, TRUSTEE	1.0	Officer Director	$0	$0	$0
LORI TANSLEY	VICE CHAIR, TRUSTEE	1.0	Officer Director	$0	$0	$0
JOHN WHITE	VICE CHAIR, TRUSTEE	1.0	Officer 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
2025	No data	No data	No data	No data
2024	$3,515,662	$3,836,391	$4,597,523	$-320,729
2023	$3,249,552	$3,349,948	$4,697,755	$-100,396
2022	$3,972,102	$2,909,118	$4,733,275	$1,062,984
2021	$3,255,645	$2,645,150	$4,100,228	$610,495
2020	$2,581,929	$2,871,049	$3,463,411	$-289,120

Financial Education & Research Foundation Inc