FINANCIAL EXECUTIVES INTERNATIONAL

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

Kirk Sprunger

Phone

7138390808

Tax Period

2023-07-01 to 2024-06-30

FINANCIAL EXECUTIVES INTERNATIONAL, founded in 1942, is a small nonprofit that reported $251K in total revenue in fiscal year 2023.

Mission

To provide continuing professional education for CPAs and networking for financial executives in addition to raising the level of business and public awareness of good financial practices, governance, and leadership skills.

Program Service Accomplishments

Program 1

Educational and professional development programs through membership.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $51,364

Program Service Revenue $199,500

Investment Income $132

Other Revenue $0

TOTAL REVENUE $250,996

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $241,552

TOTAL EXPENSES $246,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$250,996	$262,668	0.0%
Expenses	$246,552	$283,118	-0.1%
Net Income	$4,444	$-20,450	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
Kristie Ondracek	Director (2022 - 2025)	Director	$0	$0	$0
Paul Marsh	Director (2022 - 2025)	Director	$0	$0	$0
William Dale	Director (2023 - 2026)	Director	$0	$0	$0
Joan Lu	Director (2023 - 2026)	Director	$0	$0	$0
Johnnie Williams Ph D	Director (2021 - 2024)	Director	$0	$0	$0
Alan Gahm	Director (2021 - 2024)	Director	$0	$0	$0
Laura Fulton	Director (2021 - 2024)	Director	$0	$0	$0
John Briscoe	Director (2022 - 2025)	Director	$0	$0	$0
Tracy Tyler	Director (2023 - 2026)	Director	$0	$0	$0
Mark Peterson	President Elect	Officer	$0	$0	$0
Allen Gibson	President	Officer	$0	$0	$0
Andrew Nat	Immediate Past President	Officer	$0	$0	$0
Rita Carroll	Secretary	Officer	$0	$0	$0
Kirk Sprunger	Treasurer	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
2025	No data	No data	No data	No data
2024	$250,996	$246,552	$307,667	$4,444
2023	$262,668	$283,118	$223,783	$-20,450
2022	$248,386	$233,071	$276,509	$15,315
2021	$126,600	$81,602	$412,922	$44,998
2020	$210,369	$184,539	$189,956	$25,830
2019	$218,247	$243,750	$174,103	$-25,503
2018	$198,797	$224,325	$197,270	$-25,528