FINANCIAL EXECUTIVES INTERNATIONAL… - Form 990 Financial Data

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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

2016

Legal Domicile

Principal Officer

SHARADA SULLIVAN

Phone

3122631661

Tax Period

2023-07-01 to 2024-06-30

FINANCIAL EXECUTIVES INTERNATIONAL CHICAGO CHAPTER INC, founded in 2016, is a small nonprofit that reported $556K in total revenue in fiscal year 2023.

Mission

PROFESSIONAL ORGANIZATION TO ADVANCE THE SUCCESS OF SENIOR LEVEL FINANCIAL EXECUTIVES, THEIR ORGANIZATIONS AND THE PROFESSION.

Program Service Accomplishments

Program 1

SERVE FINANCIAL EXECUTIVES BY PROVIDING EDUCATION, NETWORKING, AND SOCIAL OPPORTUNITIES. THE CHAPTER HAS 300 MEMBERS AS OF JUNE 30TH 2022.

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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 (2023)

Revenue Breakdown

Contributions & Grants $416,756

Program Service Revenue $135,480

Investment Income $3,514

Other Revenue $0

TOTAL REVENUE $555,750

Expense Breakdown

Grants Paid $27,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $560,399

TOTAL EXPENSES $587,399

Year-over-Year Comparison

	2023	2022	Change
Revenue	$555,750	$580,013	0.0%
Expenses	$587,399	$551,283	+0.1%
Net Income	$-31,649	$28,730	-2.1%

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

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
SHARADA SULLIVAN	PRESIDENT	4.00	Officer	$0	$0	$0
MARY COOK	PRESIDENT -	4.00	Officer Director	$0	$0	$0
DAVID BURKE	IMMEADIATE P	4.00	Officer	$0	$0	$0
GRACE REILLY	SECRETARY	4.00	Officer	$0	$0	$0
JASON SCHIEFFER	TREASURER	4.00	Officer	$0	$0	$0
JEREMY NETZEL	DIR. - MEMBE	4.00	Director	$0	$0	$0
SHARI FRANKLIN	DIR. - PROGR	4.00	Director	$0	$0	$0
FRANK CESARIO	DIR. - SPONS	4.00	Director	$0	$0	$0
MAGGIE MARTENSEN	DIR. - SPONS	4.00	Director	$0	$0	$0
CAROLYN GOMEZ	DIR. - COMMU	4.00	Director	$0	$0	$0
ENRIQUE RODRIGUEZ	DIR, - CAREE	4.00	Director	$0	$0	$0
TOM GALVAN	DIR. - ADVOC	4.00	Director	$0	$0	$0
INGRID WOOLFOLK	DIR. - IDEA	4.00	Director	$0	$0	$0
ANTONIO MORALES	DIRECTOR	4.00	Director	$0	$0	$0
AMY SHELLY	DIRECTOR	4.00	Director	$0	$0	$0
TONY MARTORANO	DIRECTOR	4.00	Director	$0	$0	$0
TANYA YAKHNIS	DIRECTOR	4.00	Director	$0	$0	$0
JIM DUNNE	DIRECTOR	4.00	Director	$0	$0	$0
KAREN FLETCHER	DIRECTOR	4.00	Director	$0	$0	$0
RON GOZUM	DIRECTOR	4.00	Director	$0	$0	$0
EDWARD COLLINS	DIRECTOR	4.00	Director	$0	$0	$0
RAY YOUNG	DIRECTOR	4.00	Director	$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	$555,750	$587,399	$309,425	$-31,649
2023	$580,013	$551,283	$348,469	$28,730
2022	$396,729	$338,513	$304,198	$58,216
2021	$147,027	$172,053	$245,982	$-25,026
2019	$633,052	$599,120	$409,371	$33,932

FINANCIAL EXECUTIVES INTERNATIONAL CHICAGO CHAPTER INC