SENIOR EXECUTIVES ASSOCIATION (EIN 521191891) - 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

1980

Legal Domicile

Principal Officer

MARCUS HILL

Phone

2029713300

Tax Period

2023-11-01 to 2024-10-31

SENIOR EXECUTIVES ASSOCIATION, founded in 1980, is a small nonprofit that reported $626K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $536K left a modest 14% surplus.

Mission

PROFESSIONAL ASSOCIATION.

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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 $76,052

Program Service Revenue $481,215

Investment Income $0

Other Revenue $68,664

TOTAL REVENUE $625,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $535,882

TOTAL EXPENSES $535,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$625,931	$473,601	+0.3%
Expenses	$535,882	$481,331	+0.1%
Net Income	$90,049	$-7,730	-12.6%

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

N/A

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
MARCUS HILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
MAXANNE WITKIN	CHAIR	2.00	Officer Director	$0	$0	$0
JAVIER INCLAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MELODY BELL	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY ELLEN CONDON	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES DURANT	IMMEDIATE PAST-CHAIR	2.00	Officer Director	$0	$0	$0
DR GLENDA ARRINGTON	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
SCOTT CAMERON	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
DANIEL CHENOK	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
TRACI DIMARTINI	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
NEIL DOHERTY	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
WONZIE GARDNER	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
RICK KHAN	MEMBER AT-LARGE (P)	2.00	Director	$0	$0	$0
KERRY NEAL	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
DANA PETERSON	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
JESSICA SOUTHWELL	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
GARY WANG	MEMBER AT-LARGE	2.00	Director	$0	$0	$0
KEVIN WERNER	MEMBER AT-LARGE (P)	2.00	Director	$0	$0	$0
CHARLIE WILLIAMS	MEMBER AT-LARGE (P)	2.00	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	$625,931	$535,882	$240,907	$90,049
2023	$473,601	$481,331	$108,121	$-7,730
2022	$497,165	$413,619	$298,261	$83,546
2021	$472,053	$300,349	$166,571	$171,704
2020	$589,173	$556,993	$80,495	$32,180
2019	$614,583	$616,041	$143,753	$-1,458
2018	$560,350	$599,140	$196,276	$-38,790

SENIOR EXECUTIVES ASSOCIATION