Customer Experience Professionals Association Inc (EIN 274826627) - 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

2011

Legal Domicile

Phone

9525643048

Tax Period

2023-01-01 to 2023-12-31

Customer Experience Professionals Association Inc, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

The Customer Experience Professionals Association, Inc. (CXPA) is a global non-profit organization dedicated to the advancement of customer experience management practices.

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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 $1,386,576

Investment Income $1,356

Other Revenue $0

TOTAL REVENUE $1,387,932

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,355,461

TOTAL EXPENSES $1,355,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,387,932	$1,259,707	+0.1%
Expenses	$1,355,461	$1,214,862	+0.1%
Net Income	$32,471	$44,845	-0.3%

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

289

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
Tabitha Dunn	Chair	4.00	Officer Director	$0	$0	$0
Amy Shioji	Vice Chair	4.00	Officer Director	$0	$0	$0
Roxie Strohmenger	Treasurer	4.00	Officer Director	$0	$0	$0
Nancy Porte	Imed Past Chair	1.00	Director	$0	$0	$0
Darin Byrne	Director	1.00	Director	$0	$0	$0
Heather Gillbanks	Director	1.00	Director	$0	$0	$0
Francis Goh	Director	1.00	Director	$0	$0	$0
Carolyn Klinger	Director	1.00	Director	$0	$0	$0
Sebastien Munar	Director	1.00	Director	$0	$0	$0
Stacey Nevel	Director	1.00	Director	$0	$0	$0
Mark Ratekin	Director	1.00	Director	$0	$0	$0
Bryan Sander	Director	1.00	Director	$0	$0	$0
Anita Siassios	Director	1.00	Director	$0	$0	$0
Wayne Simmons	Director	1.00	Director	$0	$0	$0
Mark Slatin	Director	1.00	Director	$0	$0	$0
Jayalakshmi Sudarshan	Director	1.00	Director	$0	$0	$0
Jim Tincher	Director	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	$1,387,932	$1,355,461	$1,972,742	$32,471
2022	$1,259,707	$1,214,862	$1,717,064	$44,845
2021	$1,511,900	$1,317,953	$1,805,378	$193,947
2020	$1,309,672	$1,151,933	$1,538,777	$157,739

Customer Experience Professionals Association Inc