AVIXA INC (EIN 540621493) - 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

1939

Legal Domicile

Principal Officer

DAVID LABUSKES

Phone

7032737200

Tax Period

2023-01-01 to 2023-12-31

AVIXA INC, founded in 1939, is a mid-sized nonprofit that reported $37.9M in total revenue in fiscal year 2018. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $36.2M left a modest 4% surplus.

Mission

TO PROVIDE EXPOSITIONS, EDUCATION/TRAINING, INDUSTRY TECHNOLOGY UPDATES, CERTIFICATION, MARKET RESEARCH, AND NETWORKING OPPORTUNITIES TO ENTERPRISES AND PROFESSIONALS IN THE AV INDUSTRY.

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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 $35,552,978

Investment Income $972,158

Other Revenue $0

TOTAL REVENUE $36,525,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,903,045

Fundraising Expenses $0

Other Expenses $17,111,807

TOTAL EXPENSES $33,014,852

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,525,136	$28,929,598	+0.3%
Expenses	$33,014,852	$30,192,658	+0.1%
Net Income	$3,510,284	$-1,263,060	-3.8%

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

118

Volunteers

600

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

$1,599,982

Total Directors

Key Employees

$1,237,495

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD SOUSA	DIRECTOR	1.00	Director	$0	$0	$0
BREN WALKER	DIRECTOR	1.00	Director	$0	$0	$0
CATHRYN LAI	VICE CHAIR	3.00	Officer Director	$0	$0	$0
DENA LOWERY	DIRECTOR	1.00	Director	$0	$0	$0
DORORTHY DI STEFANO	DIRECTOR	1.00	Director	$0	$0	$0
JATAN SHAH	SECRETARY/TREASURY	3.00	Officer Director	$0	$0	$0
MARTIN SAUL	CHAIRMAN OF THE BOARD	3.00	Officer Director	$0	$0	$0
MICHELLE GRABEL-KOMAR	DIRECTOR	1.00	Director	$0	$0	$0
MRADUL SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
NYERE HOLLINGSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA PHENIX	LEADERSHIP SEARCH COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
TZE TZE LAM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LABUSKES	CEO	37.50	Officer	$1,125,181	$41,219	$1,166,400
GREGORY FEEHAN	CFO	36.50	Officer	$373,587	$59,995	$433,582
DANIEL GOLDSTEIN	CMO	37.50	Key Emp	$374,145	$46,157	$420,302
ROCHELLE RICHARDSON	SENIOR VP, EXPOSITIONS	37.50	Key Emp	$420,195	$36,557	$456,752
SARAH JOYCE	CGO	36.50	Key Emp	$346,283	$14,158	$360,441
KAPIL KHER	VP OF IT	37.50	Highest	$235,449	$53,614	$289,063
LEE DODSON	VP, GLOBAL INDUSTRY ENGAGE	37.50	Highest	$208,903	$38,462	$247,365
SAMANTHA MINISH	VP, CONTENT DELIVERY	37.50	Highest	$203,093	$43,138	$246,231
SEAN WARGO	SR DIRECTOR OF MARKET INTELLIGENCE	37.50	Highest	$215,600	$37,799	$253,399
TERENCE O'BRIEN	SR DIRECTOR OF FINANCE & ADMIN	37.50	Highest	$226,686	$46,916	$273,602

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	$36,525,136	$33,014,852	$56,484,767	$3,510,284
2022	$28,929,598	$30,192,658	$46,796,921	$-1,263,060
2021	$24,073,364	$26,121,842	$46,265,745	$-2,048,478
2020	$34,621,068	$31,466,489	$48,172,120	$3,154,579
2019	$40,365,951	$38,168,405	$51,451,284	$2,197,546
2018	$37,864,315	$36,164,938	$42,463,077	$1,699,377

AVIXA INC