CFRE INTERNATIONAL CREDENTIALING BOARD (EIN 522284523) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

EVA ALDRICH

Phone

7038205555

Tax Period

2023-01-01 to 2023-12-31

CFRE INTERNATIONAL CREDENTIALING BOARD, founded in 2001, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION CERTIFIES FUNDRAISING PROFESSIONALS SERVING IN THE PHILANTHROPIC SECTOR.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,172,016

Investment Income $45,191

Other Revenue $88,015

TOTAL REVENUE $2,305,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,150,554

Fundraising Expenses $0

Other Expenses $950,569

TOTAL EXPENSES $2,101,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,305,222	$2,078,284	+0.1%
Expenses	$2,101,123	$2,033,478	+0.0%
Net Income	$204,099	$44,806	+3.6%

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

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

$337,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS P BEREKOFF	CHAIR	4.00	Officer Director	$0	$0	$0
ALEXIS ALM	VICE CHAIR	4.00	Officer Director	$0	$0	$0
MARK A STUART	DIRECTOR	4.00	Director	$0	$0	$0
LESLEY RAY	IMMEDIATE PAST CHAIR	4.00	Officer Director	$0	$0	$0
CATHERINE BAYS	DIRECTOR	4.00	Director	$0	$0	$0
STEPHEN MALLY	SECRETARY / TREASURER	4.00	Officer Director	$0	$0	$0
JEFF NORRIS	DIRECTOR	4.00	Director	$0	$0	$0
PHILLIP ROTHWELL	DIRECTOR	4.00	Director	$0	$0	$0
ASTRID VON SOOSTEN	DIRECTOR	4.00	Director	$0	$0	$0
ART TAYLOR	DIRECTOR	4.00	Director	$0	$0	$0
EDNA MEZA AGUIRE	DIRECTOR	4.00	Director	$0	$0	$0
RICH BASLER	DIRECTOR	4.00	Director	$0	$0	$0
EVA ALDRICH	PRESIDENT AND CEO	40.00	Officer	$297,914	$39,292	$337,206
SARA DUGINSKE	CERTIFICATION AND ACCREDIT	40.00	Highest	$134,700	$14,155	$148,855
ASHLEY GATEWOOD	COMMUNICATION AND MARKETIN	40.00	Highest	$110,152	$17,917	$128,069

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	$2,305,222	$2,101,123	$1,998,615	$204,099
2022	$2,078,284	$2,033,478	$2,053,740	$44,806
2021	$2,081,019	$1,810,745	$1,967,369	$270,274
2020	$1,726,325	$1,598,843	$1,716,725	$127,482
2019	$1,646,423	$1,675,311	$1,233,017	$-28,888
2018	$1,636,373	$1,623,826	$1,072,815	$12,547

CFRE INTERNATIONAL CREDENTIALING BOARD