NEW ENGLAND FINANCIAL MARKETING AS… - Form 990 Financial Data

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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

2008

Legal Domicile

Principal Officer

JAMIE CONAGHAN

Phone

9782509847

Tax Period

2024-01-01 to 2024-12-31

NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $213K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $197K left a modest 8% surplus.

Mission

TO PROVIDE OPPORTUNITIES FOR PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL MEETINGS AND NETWORKING OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $112,390 Revenue: $198,775

TO PROVIDE OPPORTUNITIES FOR THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL MEETINGS AND NETWORKING OPPORTUNITIES; EDUCATE AND INFORM INDIVIDUALS INVOLVED IN FINANCIAL...

TO PROVIDE OPPORTUNITIES FOR THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF MEMBERS THROUGH EDUCATIONAL MEETINGS AND NETWORKING OPPORTUNITIES; EDUCATE AND INFORM INDIVIDUALS INVOLVED IN FINANCIAL SERVICES MARKETING ON TOPICS CRITICAL TO THEIR SUCCESS; OFFER A PRACTICAL FORUM FOR MEANINGFUL EXCHANGE OF INFORMATION; PROVIDE AMPLE OPPORTUNITY FOR THE PROFESSIONAL GROWTH OF THE MEMBERSHIP AND ASSIST FINANCIAL INSTITUTIONS IN ACHIEVING POSITIVE BOTTOM-LINE IMPACT VIA SOUND MARKETING 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 (2024)

Revenue Breakdown

Contributions & Grants $14,320

Program Service Revenue $198,775

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,390

Other Expenses $196,980

TOTAL EXPENSES $196,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,095	$228,685	-0.1%
Expenses	$196,980	$235,135	-0.2%
Net Income	$16,115	$-6,450	-3.5%

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
JAMIE CONAGHAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELLY REGIN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
KERRI MADNICK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEFFREY WARD	TREASURER	1.00	Officer Director	$0	$0	$0
VICKIE ROUTHIER	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN MARRYAT	CLERK	1.00	Officer Director	$0	$0	$0
ALLISON BRIGHAM	DIRECTOR	1.00	Director	$0	$0	$0
KAREN BENEDETTI	DIRECTOR	1.00	Director	$0	$0	$0
CARA CROCHIER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE DENNEHY	DIRECTOR	1.00	Director	$0	$0	$0
SONIA MAHNOT	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE NESTOR	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY PASTORE	DIRECTOR	1.00	Director	$0	$0	$0
PETE STACKPOLE	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	$213,095	$196,980	$125,758	$16,115
2023	$228,685	$235,135	$124,441	$-6,450
2022	$214,531	$165,297	$136,711	$49,234
2021	$164,303	$122,602	$73,298	$41,701
2020	$81,595	$96,959	$51,885	$-15,364
2019	$123,294	$161,577	$53,913	$-38,283

NEW ENGLAND FINANCIAL MARKETING ASSOCIATION INC