USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC (EIN 237068849) - 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

1938

Legal Domicile

Principal Officer

SAHEL ASSAR

Phone

8662989464

Tax Period

2023-01-01 to 2023-12-31

USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC, founded in 1938, is a small nonprofit in the International Affairs sector that reported $608K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $702K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE USA BRANCH INTERNATIONAL FISCAL ASSOCIATION (IFA) IS AN ORGANIZATION WHOSE MISSION IS THE STUDY AND ADVANCEMENT OF INTERNATIONAL AND COMPARATIVE TAX LAW AND THE FINANCIAL AND ECONOMIC ASPECTS OF TAXATION. USA BRANCH IFA HOLDS ANNUAL CONFERENCES AND SEMINARS WHICH PROVIDE FORUMS FOR EXPERTS TO EXCHANGE OPINIONS ON TOPICS OF INTERNATIONAL TAXATION, SUCH AS CURRENT FISCAL DEVELOPMENTS, CHANGES IN LEGISLATION AND SOLUTIONS TO PROBLEMS ARISING IN THE PRACTICAL IMPLEMENTAION OF TAX LAW.

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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 $0

Program Service Revenue $603,330

Investment Income $1,099

Other Revenue $3,600

TOTAL REVENUE $608,029

Expense Breakdown

Grants Paid $51,741

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $534,090

Other Expenses $650,207

TOTAL EXPENSES $701,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$608,029	$543,087	+0.1%
Expenses	$701,948	$627,480	+0.1%
Net Income	$-93,919	$-84,393	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER J CONNORS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER A GLICKLICH	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DIRK JJ SURINGA	VICE PRESIDENT, FINANCE	1.00	Officer Director	$0	$0	$0
JOHN BATES	VICE PRESIDENT, SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD C OSTERBERG	VICE PRESIDENT, GENERAL COUNSEL	1.00	Officer Director	$0	$0	$0
TRACY ANNE KAYE	VICE PRESIDENT, ACADEMIA	1.00	Officer Director	$0	$0	$0
JOHN K DESHONG	VICE-PRESIDENT, REGIONS	1.00	Officer Director	$0	$0	$0
MICHAEL LEBOVITZ	VICE-PRESIDENT, REGIONS	1.00	Officer Director	$0	$0	$0
LARISSA NEUMANN	VICE PRESIDENT, MEMBERSHIP	1.00	Officer Director	$0	$0	$0
RICHARD L WINSTON	VICE PRESIDENT, MEMBERSHIP	1.00	Officer Director	$0	$0	$0
BRIGITTE MUEHLMANN	VICE PRESIDENT, TECHNOLOGY	1.00	Officer Director	$0	$0	$0
PATRICK J BROWN	VICE PRESIDENT, CENTRAL IFA, PSC REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
SOL COFFINO	PRESIDENT EMERITUS	1.00	Officer Director	$0	$0	$0
BARBARA ANGUS	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
SAHEL A ASSAR	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JOSHUA BLANK	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
PEDRO CORONA DE LA FUENTA	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JEANNE GOULET	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
SUCHI LEE	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
DANIELLE ROLFES	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JOSH ODINTZ	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
DAVID SALTZMAN	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
ROBERT STACK	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
CANDICE TURNER	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
CATHERINE SCHULTZ	EXECUTIVE COMMITTEE	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	$608,029	$701,948	$3,042,995	$-93,919
2022	$543,087	$627,480	$2,850,635	$-84,393
2021	$331,885	$349,857	$3,285,968	$-17,972
2020	$706,397	$645,088	$2,996,127	$61,309
2019	$609,132	$623,524	$2,718,363	$-14,392
2018	$555,692	$644,271	$2,427,779	$-88,579

USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC