FINANCIAL EXECUTIVES INTERNATIONAL - DALLAS CHAPTER (EIN 756038085) - 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

1944

Legal Domicile

Principal Officer

CHRISTINA SMITH

Phone

2147898999

Tax Period

2024-07-01 to 2025-06-30

FINANCIAL EXECUTIVES INTERNATIONAL - DALLAS CHAPTER, founded in 1944, is a small nonprofit that reported $867K in total revenue in fiscal year 2024. Expenses of $751K left a modest 13% surplus.

Mission

FINANCIAL EXECUTIVES INTERNATIONAL'S (FEI) MISSION IS TO ADVANCE THE SUCCESS OF SENIOR-LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS, AND THE PROFESSION.

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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 $822,691

Program Service Revenue $0

Investment Income $31,210

Other Revenue $13,156

TOTAL REVENUE $867,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,537

Fundraising Expenses $0

Program Expenses $563,752

Other Expenses $644,656

TOTAL EXPENSES $751,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	$867,057	$841,395	+0.0%
Expenses	$751,193	$729,532	+0.0%
Net Income	$115,864	$111,863	+0.0%

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

149

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
TOM BEITEL	PRESIDENT	5.00	Officer	$0	$0	$0
MIGUEL MOLINA	FIRST VP (PROGRAMS)	5.00	Officer	$0	$0	$0
MARK DENDLE	SECOND VP (MEMBERSHIP)	5.00	Officer	$0	$0	$0
ELIZABETH POSPICK	TREASURER	5.00	Officer	$0	$0	$0
LAURA BEVERLY	SECRETARY	5.00	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	$867,057	$751,193	$825,660	$115,864
2024	$841,395	$729,532	$709,796	$111,863
2023	$722,287	$800,998	$599,435	$-78,711
2022	$692,875	$648,543	$684,255	$44,332
2021	$359,941	$494,038	$653,895	$-134,097
2020	$681,070	$529,568	$788,927	$151,502
2019	$677,295	$621,203	$645,903	$56,092
2018	$800,333	$732,836	$567,337	$67,497

FINANCIAL EXECUTIVES INTERNATIONAL - DALLAS CHAPTER