MADISON, WI
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FILENE RESEARCH INSTITUTE INC, founded in 1989, is a community nonprofit in the Public & Societal Benefit sector that reported $9.1M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.
STRENGTHENING ORGANIZATIONS THROUGH INNOVATIVE RESEARCH & INCUBATION TO IMPROVE CONSUMER FINANCIAL WELL-BEING
RESEARCH AND INNOVATION - FILENE RESEARCH INSTITUTE SEEKS OUT HIGH PRIORITY RESEARCH QUESTIONS FOR THE BENEFIT OF CONSUMERS AND THE COOPERATIVE FINANCE MOVEMENT. THE INSTITUTE REGULARLY PUBLISHES...
RESEARCH AND INNOVATION - FILENE RESEARCH INSTITUTE SEEKS OUT HIGH PRIORITY RESEARCH QUESTIONS FOR THE BENEFIT OF CONSUMERS AND THE COOPERATIVE FINANCE MOVEMENT. THE INSTITUTE REGULARLY PUBLISHES REPORTS AND OUTPUTS ON ITS RESEARCH FINDINGS INCLUDING PODCASTS, TOOLKITS, INFOGRAPHICS, AND SLIDE DECKS. FILENE PUBLISHED 21 RESEARCH AND INNOVATION REPORTS IN THE YEAR, AS WELL AS 17 OTHER RESEARCH AND INNOVATION OUTPUTS. ARTICLES SUMMARIZING THE RESEARCH ARE WIDELY DISTRIBUTED IN THE TRADE PRESS, SOCIAL MEDIA, GENERAL MEDIA AND IN PUBLICATIONS OF CREDIT UNION TRADE ORGANIZATIONS. THE ORGANIZATION ALSO REGULARLY SPEAKS ON ITS RESEARCH FINDINGS ACROSS NORTH AMERICA AS WELL AS PROVIDES RESEARCH INSIGHTS ON KEY CONSUMER FINANCE TOPICS AT INDUSTRY AND NONPROFIT CONFERENCES. FILENE'S INCUBATORS TAKE THE NEXT STEP IN INNOVATION BY TESTING PRODUCTS AND IDEAS TO HELP CREDIT UNIONS GROW AND MAKE A POSITIVE IMPACT ON THEIR MEMBERS AND COMMUNITIES. FILENE CURRENTLY HAS 4 INCUBATOR OFFERINGS AND TESTED 7 IN-MARKET PRODUCTS DURING THE PAST FISCAL YEAR.
OUTREACH AND EDUCATION - FILENE PROVIDES MEMBERS AND STRATEGIC PARTNERS OPPORTUNITIES TO ENGAGE WITH OUR BODY OF WORK THROUGH OUR EVENTS AND COMMUNITIES. THIS YEAR OVER 1,501 CREDIT UNION AFFILIATED...
OUTREACH AND EDUCATION - FILENE PROVIDES MEMBERS AND STRATEGIC PARTNERS OPPORTUNITIES TO ENGAGE WITH OUR BODY OF WORK THROUGH OUR EVENTS AND COMMUNITIES. THIS YEAR OVER 1,501 CREDIT UNION AFFILIATED INDIVIDUALS REGISTERED FOR ONE OF OUR EVENTS. WE ALSO HAD OVER 6188 REGISTER ACROSS 854 ORGANIZATIONS TO ATTEND ONE OF OUR 26 FILENE WEBINARS. OUR COMMUNITIES SUPPORTED 560 FUTURE LEADERS THROUGH THE COOPERATIVE TRUST AND 264 CRASHERS, WHERE PARTICIPANTS CAN ATTEND AN IN-PERSON EVENT OR PARTICIPATE IN OUR LEARNING COMMUNITY CRASH COURSE. FILENE ALSO CONTINUED I2, A PROGRAM FOR EMERGING TALENT WITH 2024 CLASS OF 25 PARTICIPANTS. IN ADDITION, OUR I3 PROGRAM WHICH PROVIDES INNOVATION TRAINING EXPANDED THE LEADERSHIP CAPACITY IN OVER 50 CREDIT UNIONS AND CREDIT UNION INDUSTRY PARTNER ORGANIZATIONS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $9,098,907 | $8,172,458 | +0.1% |
| Expenses | $9,163,206 | $8,444,014 | +0.1% |
| Net Income | $-64,299 | $-271,556 | -0.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| APRIL CLOBES | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| TY MUSE | VICE-CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KEVIN JOHNSON | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KEITH SULTEMEIER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE SCHENK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TONITA WEBB | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROB PURTELL | DIRECTOR (THRU AUGUST) | 1.00 |
Director
|
$0 | $0 | $0 |
| BILL CHENEY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PATTY CAMPBELL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LILY NEWFARMER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60.00 |
Officer
|
$0 | $0 | $0 |
| JEREMY TOLLEFSON | DIR OF EXECUTIVE RELATIONS/SECRETARY | 40.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $9,098,907 | $9,163,206 | $15,454,499 | $-64,299 |
| 2023 | $8,172,458 | $8,444,014 | $15,248,471 | $-271,556 |
| 2022 | $8,184,489 | $7,646,292 | $14,627,615 | $538,197 |
| 2021 | $7,960,139 | $7,418,239 | $14,328,197 | $541,900 |
| 2020 | $10,102,854 | $8,425,478 | $14,025,616 | $1,677,376 |
| 2019 | $9,124,558 | $7,649,620 | $12,051,372 | $1,474,938 |
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