FEDERATION OF EXCHANGE ACCOMMODATORS (EIN 330368053) - 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

1989

Legal Domicile

Principal Officer

ALBINO CAPORALE

Phone

5152446515

Tax Period

2024-01-01 to 2024-12-31

FEDERATION OF EXCHANGE ACCOMMODATORS, founded in 1989, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $452K, a strong 31% operating margin.

Mission

TO SUPPORT, PRESERVE, AND ADVANCE SECTION 1031 EXCHANGES AND THE QI INDUSTRY.

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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 $58,300

Program Service Revenue $1,214,843

Investment Income $172,633

Other Revenue $0

TOTAL REVENUE $1,445,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $993,362

TOTAL EXPENSES $993,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,445,776	$1,345,191	+0.1%
Expenses	$993,362	$852,175	+0.2%
Net Income	$452,414	$493,016	-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
KIMBERLY STEENHOEK	EXECUTIVE DIRECTOR	32.00	Officer	$0	$0	$0
AMANDA SCHMUNK END SEPT	PAST PRESIDENT	2.50	Officer Director	$0	$0	$0
ALBINO CAPORALE	PRESIDENT	2.50	Officer Director	$0	$0	$0
CRAIG BROWN	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
STEVE HOLTKAMP	SECRETARY / TREASURER	1.00	Officer Director	$0	$0	$0
IAN BUNJE	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA LOCASCIO	DIRECTOR	1.00	Director	$0	$0	$0
NACE COHEN END JUNE	DIRECTOR	1.00	Director	$0	$0	$0
LEE DAVID MEDINETS	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA LONG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HORAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE KINGDOM	DIRECTOR	1.00	Director	$0	$0	$0
JIM MILLER END SEPT	DIRECTOR	1.00	Director	$0	$0	$0
MARIO D'AMORE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN STARLING START SEPT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SPRING START SEPT	DIRECTOR	1.00	Director	$0	$0	$0
MARIE GROWDEN START SEPT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PETERSON END SEPT	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	$1,445,776	$993,362	$4,127,326	$452,414
2023	$1,345,191	$852,175	$3,520,491	$493,016
2022	$1,272,956	$877,645	$2,942,833	$395,311
2021	$1,055,998	$958,912	$2,450,742	$97,086
2020	$1,196,424	$731,660	$2,495,639	$464,764
2019	$1,392,926	$774,099	$1,976,052	$618,827
2018	$1,357,284	$651,044	$1,476,581	$706,240

FEDERATION OF EXCHANGE ACCOMMODATORS