The Executive Forum (EIN 550800449) - 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

2001

Legal Domicile

Principal Officer

Gerald Shapiro

Phone

8602547222

Tax Period

2024-01-01 to 2024-12-31

The Executive Forum, founded in 2001, is a small nonprofit in the Education sector that reported $251K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

To empower senior executives to reach their fullest career potential by advancing thought leadership with outstanding programs and content and building quality connections across a diverse and inclusive community

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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 $202,820

Program Service Revenue $45,401

Investment Income $266

Other Revenue $2,225

TOTAL REVENUE $250,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,238

Other Expenses $254,320

TOTAL EXPENSES $254,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,712	$224,771	+0.1%
Expenses	$254,320	$211,787	+0.2%
Net Income	$-3,608	$12,984	-1.3%

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

N/A

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
Gerri Alfino	Co-Chairperson	010.00	Officer Director	$0	$0	$0
Tom McDermott	Co-Chairperson	010.00	Officer Director	$0	$0	$0
Robyn D'Elia	Treasurer	005.00	Officer Director	$0	$0	$0
Jessica Perry	Vice President	002.00	Officer Director	$0	$0	$0
Jeffrey Fiarman	Corporate Secretary	002.00	Officer Director	$0	$0	$0
Alexandra Aleskovsky	Director	002.00	Director	$0	$0	$0
Kelli Christiano	Director	002.00	Director	$0	$0	$0
Michael Epstein	Director	002.00	Director	$0	$0	$0
Heny Gabay	Director	002.00	Director	$0	$0	$0
Richard Gellman	Director	002.00	Director	$0	$0	$0
Philip Grabfield	Director	002.00	Director	$0	$0	$0
Helayna Minsk	Director	002.00	Director	$0	$0	$0
Lisa Rosenberg	Director	002.00	Director	$0	$0	$0
Julie Staudenmier	Director	002.00	Director	$0	$0	$0
Carol Yvette Thorney	Director	002.00	Director	$0	$0	$0
Gerald Shapiro	Assistant Treasurer	000.50	Officer	$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	$250,712	$254,320	$266,704	$-3,608
2023	$224,771	$211,787	$227,474	$12,984

The Executive Forum