CULTURAL EXCHANGE FOR DIPLOMATS INC (EIN 520744671) - 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

1961

Legal Domicile

Principal Officer

TERRY TRETTER

Phone

2022323002

Tax Period

2024-07-01 to 2025-06-30

CULTURAL EXCHANGE FOR DIPLOMATS INC, founded in 1961, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $128K left a modest 8% surplus.

Mission

TO HELP DIPLOMATS AND THEIR FAMILIES ADJUST TO LIFE IN THE UNITED STATES.

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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 $62,263

Program Service Revenue $6,281

Investment Income $70,887

Other Revenue $0

TOTAL REVENUE $139,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,718

Fundraising Expenses $19,448

Program Expenses $66,015

Other Expenses $56,188

TOTAL EXPENSES $127,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,431	$112,663	+0.2%
Expenses	$127,906	$128,518	0.0%
Net Income	$11,525	$-15,855	-1.7%

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

194

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
MARGARET LETTER	PRESIDENT	25.00	Officer Director	$0	$0	$0
ARCANGELA CAVISE	VP OF PROGRAMS	15.00	Officer Director	$0	$0	$0
VALESKA ELLIS	TREASURER	25.00	Officer Director	$0	$0	$0
CAROL BRADFORD	CHIEF OPERATING OFFICE	15.00	Officer Director	$0	$0	$0
RANDA MENDENHALL	EXECUTIVE COMMITTEE	3.00	Director	$0	$0	$0
SHERRY MAHONEY	NOMINATING CHAIR	1.50	Director	$0	$0	$0
NANCY COYLE	EXECUTIVE COMMITTEE	3.00	Director	$0	$0	$0
MARLENE RUBIN	EXECUTIVE COMMITTEE	4.00	Director	$0	$0	$0
LIND KIRKPATRICK	EXECUTIVE COMMITTEE	3.00	Director	$0	$0	$0
CHRISTINE SCHAUBACH	VP OF CULTURAL EXCHANGES	20.00	Officer Director	$0	$0	$0
CHRIS RALEIGH	DIRECTOR OF COMMUNICATIONS	2.00	Director	$0	$0	$0
SUSAN SHERMAN	BYLAWS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JANINE SELTZER ALI	DIRECTOR OF DIPLOMATIC REL	2.00	Director	$0	$0	$0
SARAH MOSS	CO-PRESIDENT	25.00	Officer Director	$0	$0	$0
LAURIE GIBSON	DIRECTOR OF VOLUNTEERS	3.00	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
2025	$139,431	$127,906	$1,215,333	$11,525
2024	$112,663	$128,518	$1,140,445	$-15,855
2023	$137,840	$130,932	$1,090,190	$6,908
2022	$214,518	$156,433	$1,010,282	$58,085
2020	$187,585	$162,674	$1,016,861	$24,911
2019	$154,787	$154,374	$941,767	$413
2019	$145,847	$154,374	$941,767	$-8,527
2018	$213,928	$174,132	$920,026	$39,796

CULTURAL EXCHANGE FOR DIPLOMATS INC