CUSTOM ELECTRONIC DESIGN & INSTALLATION ASSOCIATION INC (EIN 363724289) - 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

DARYL FRIEDMAN

Phone

8006695329

Tax Period

2023-01-01 to 2023-12-31

CUSTOM ELECTRONIC DESIGN & INSTALLATION ASSOCIATION INC, founded in 1989, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $29.1M represent 31 months of operating reserves.

Mission

TO CONNECT, EMPOWER, AND CHAMPION HOME TECHNOLOGY PROFESSIONALS AND BUSINESSES THAT ENRICH OUR LIVES.

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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 $11,791,137

Investment Income $-130,359

Other Revenue $-530,634

TOTAL REVENUE $11,130,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,632,865

Fundraising Expenses $0

Program Expenses $7,948,026

Other Expenses $6,205,682

TOTAL EXPENSES $10,838,547

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,130,144	$7,942,358	+0.4%
Expenses	$10,838,547	$9,815,821	+0.1%
Net Income	$291,597	$-1,873,463	-1.2%

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

Volunteers

212

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

$511,421

Total Directors

Key Employees

$798,413

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE BRIESEMEISTER	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JOHN BUCHANAN	DIRECTOR	2.00	Director	$0	$0	$0
ALEX CAPECELATRO	TREASURER	2.00	Officer Director	$0	$0	$0
MELANIE MALCOLM	DIRECTOR	2.00	Director	$0	$0	$0
EDDIE SHAPIRO	DIRECTOR	2.00	Director	$0	$0	$0
ROB SUTHERLAND	IMMEDIATE PAST CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DAVID WEINSTEIN	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
AMANDA WILDMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JEN MALLETT	DIRECTOR	2.00	Director	$0	$0	$0
JAMES RATCLIFFE	DIRECTOR	2.00	Director	$0	$0	$0
STEPHAN GOODHUE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC BODLEY	DIRECTOR	2.00	Director	$0	$0	$0
DARYL FRIEDMAN	GLOBAL PRES. & CEO	40.00	Officer	$492,617	$18,804	$511,421
KORY DICKERSON	SR. VP OF OPERATIONS	40.00	Key Emp	$279,100	$15,689	$294,789
GILES SUTTON	SR. VP INDUSTRY ENGAGEMENT	40.00	Key Emp	$270,211	$7,893	$278,104
WENDY GRIFFITHS	VP OF MEMBERSHIP & GLOBAL DEVELOPMENT	40.00	Key Emp	$209,730	$15,790	$225,520
AMANDA BECKNER	VP OF EDUCATION & TRAINING	40.00	Highest	$187,025	$14,610	$201,635
CHRISTINE DEJOY	VP OF COMMUNICATIONS	40.00	Highest	$168,264	$7,893	$176,157
WALTER ZERBE	SR. DIRECTOR OF TECHNOLOGY & STANDARDS	40.00	Highest	$146,812	$12,845	$159,657
JODY LARSEN	DIRECTOR OF BUSINESS DEVELOPMENT	40.00	Highest	$143,895	$13,306	$157,201
STEVEN RISSI	SR. DIRECTOR OF TECHNICAL EDUCATION	40.00	Highest	$129,659	$12,910	$142,569

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	$11,130,144	$10,838,547	$32,503,312	$291,597
2023	$11,048,178	$10,733,511	$32,343,439	$314,667
2022	$7,942,358	$9,815,821	$30,126,549	$-1,873,463
2021	$4,400,829	$9,338,294	$40,806,745	$-4,937,465
2020	$10,332,330	$9,947,853	$42,751,124	$384,477
2019	$11,729,677	$15,457,866	$56,594,706	$-3,728,189
2018	$12,340,564	$13,161,518	$53,403,691	$-820,954

CUSTOM ELECTRONIC DESIGN & INSTALLATION ASSOCIATION INC