FINANCIAL EXECUTIVES INTERNATIONAL (EIN 237455401) - 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

1975

Legal Domicile

Principal Officer

RICK MAGNUM

Phone

2103428000

Tax Period

2023-07-01 to 2024-06-30

FINANCIAL EXECUTIVES INTERNATIONAL, founded in 1975, is a small nonprofit that reported $117K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO BE THE PREEMINENT ASSOCIATION FOR FINANCIAL EXECUTIVES THROUGH ADVOCACY, NETWORKING, EXPERTISE, SUPPORT AND ETHICS.

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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 $107,760

Program Service Revenue $9,225

Investment Income $46

Other Revenue $0

TOTAL REVENUE $117,031

Expense Breakdown

Grants Paid $32,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $92,186

TOTAL EXPENSES $124,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,031	$106,817	+0.1%
Expenses	$124,186	$130,072	0.0%
Net Income	$-7,155	$-23,255	-0.7%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ERIC BURK	DIRECTOR	Director	$0	$0	$0
PAUL HENSLEY	DIRECTOR	Director	$0	$0	$0
STEVE BAUM	DIRECTOR	Director	$0	$0	$0
JIMMIE V THURMOND	DIRECTOR	Director	$0	$0	$0
DEBORAH STINE	CHAPTER ADMIN	Director	$0	$0	$0
MICHELLE SALAS	VP OF PROGRAMS	Officer	$0	$0	$0
JOHN DEWALD	VP OF MEMBERSHIPS	Officer	$0	$0	$0
ALAN RICH	TREASURER	Officer	$0	$0	$0
RICK MAGNUM	PRESIDENT	Officer	$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	$117,031	$124,186	$61,352	$-7,155
2023	$106,817	$130,072	$68,507	$-23,255
2022	$85,116	$105,798	$91,762	$-20,682
2021	$95,802	$83,018	$112,094	$12,784
2020	$120,101	$120,015	$99,660	$86
2019	$123,476	$142,140	$99,224	$-18,664

FINANCIAL EXECUTIVES INTERNATIONAL