FINANCE AND ADMINISTRATION ROUNDTABLE (EIN 521472418) - 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

1983

Legal Domicile

Principal Officer

ERIKA FREUNDEL

Phone

5713929942

Tax Period

2024-09-01 to 2025-08-31

FINANCE AND ADMINISTRATION ROUNDTABLE, founded in 1983, is a small nonprofit that reported $241K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

FAR SUPPORTS AND CONVENES NONPROFIT PROFESSIONALS REGULARLY THROUGH NETWORKING OPPORTUNITIES AND A DYNAMIC PROFESSIONAL DEVELOPMENT PROGRAM. THROUGH ROBUST CONTINUING PROFESSIONAL EDUCATION, BENCHMARKING, AND EXCHANGING INDUSTRY BEST PRACTICES, FAR ADDRESSES RELEVENT ISSUES IMPACTING BUSINESS LEADERS FOR NONPROFITS IN THE AREAS OF FINANCE, HR, AND IT. FAR IS THE WELCOMING COMMUNITY IN THE DC METRO AREA WHERE ASSOCIATION AND NONPROFIT LEADERS GATHER TO NETWORK AND TO EXPAND THEIR PROFESSIONAL GROWTH THROUGH ENGAGING EDUCATION, IDEA EXCHANGE, AND VALUABLE RESOURCES.

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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 $0

Program Service Revenue $236,937

Investment Income $4,414

Other Revenue $0

TOTAL REVENUE $241,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $237,969

TOTAL EXPENSES $237,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,351	$222,889	+0.1%
Expenses	$237,969	$208,311	+0.1%
Net Income	$3,382	$14,578	-0.8%

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
DONNA C TSCHIFFELY	EXECUTIVE DI	10.00	Officer	$0	$0	$0
DEREK SYMER	VICE-CHAIR	4.00	Officer Director	$0	$0	$0
ZERIHUN HAILE-SELASSIE	SECRETARY	3.00	Officer Director	$0	$0	$0
JULIEN BOIS	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
WINNIE YU	TREASURER	3.00	Officer Director	$0	$0	$0
VALERIE EVANS	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
BIANCA DOMALLY	DIRECTOR	1.00	Director	$0	$0	$0
MATT AGRESTI	DIRECTOR	1.00	Director	$0	$0	$0
VONDA DICKSON	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN FORNEY	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MCCLAIN	DIRECTOR	1.00	Director	$0	$0	$0
BRICE HADDEN	DIRECTOR	1.00	Director	$0	$0	$0
THERESIA HELLER	DIRECTOR	1.00	Director	$0	$0	$0
MINDY SAFFER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARITA LORENZETTI	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MOONEY	EX-OFFICIO	1.00	Director	$0	$0	$0
JUSTIN SILVERS	DIRECTOR	1.00	Director	$0	$0	$0
MARTA SOKOL	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
2025	$241,351	$237,969	$253,683	$3,382
2024	$222,889	$208,311	$234,675	$14,578
2020	$228,733	$229,893	$253,643	$-1,160
2019	$301,205	$296,856	$279,801	$4,349
2018	$278,504	$283,873	$275,128	$-5,369

FINANCE AND ADMINISTRATION ROUNDTABLE