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

1954

Legal Domicile

Principal Officer

ADAM MILLER

Phone

4804964010

Tax Period

2024-07-01 to 2025-06-30

Financial Executives International-Arizona Chapter, founded in 1954, is a small nonprofit that reported $415K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $391K left a modest 6% surplus.

Mission

FEI ARIZONA IS BUILDING RELATIONSHIPS BEYOND THE NUMBERS FOR SENIOR FINANCIAL EXECUTIVES. WE DO THIS BY HOSTING DINNER MEETINGS WITH SPEAKERS AND SOCIAL EVENTS, EXCHANGING IDEAS ABOUT BEST PRACTICES, EDUCATING MEMBERS, PROMOTING PROFESSIONAL ETHICS AND PROVIDING SCHOLARSHIPS.

Program Service Accomplishments

Program 1

FEIS ARIZONA CHAPTER HAS APPROXIMATELY 175 MEMBERS REPRESENTING A BROAD SPECTRUM OF COMPANIES WHICH OPERATE IN NUMEROUS INDUSTRIES. CHAPTER MEMBERSHIP PROVIDES THE OPPORTUNITY TO INTERACT AND NETWORK WITH LOCAL SENIOR FINANCIAL LEADERS IN VIRTUALLY ALL INDUSTRIES AND COMPANY SIZES. MEMBERS ATTENDING VARIOUS SESSIONS HELD PRIOR TO THE MONTHLY DINNER PROGRAMS CAN EARN CPE CREDITS. FEI ARIZONA FOSTERED PROFESSIONAL GROWTH AND RELATIONSHIP-BUILDING FOR SENIOR FINANCIAL EXECUTIVES BY HOSTING EIGHT MONTHLY DINNER MEETINGS FEATURING EXPERT SPEAKERS AND THREE SOCIAL EVENTS. THESE FORUMS FACILITATED THE EXCHANGE OF BEST PRACTICES, PROMOTED HIGH PROFESSIONAL ETHICS, AND PROVIDED CONTINUING EDUCATION FOR APPROXIMATELY 190 MEMBERS. FURTHERMORE, THE CHAPTER SUPPORTED THE FUTURE OF THE FINANCIAL PROFESSION BY AWARDING 16,000 IN SCHOLARSHIPS TO EIGHT DESERVING STUDENTS.

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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 $0

Program Service Revenue $409,815

Investment Income $5,113

Other Revenue $0

TOTAL REVENUE $414,928

Expense Breakdown

Grants Paid $20,400

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $371,060

TOTAL EXPENSES $391,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$414,928	$356,939	+0.2%
Expenses	$391,460	$361,789	+0.1%
Net Income	$23,468	$-4,850	-5.8%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID KLEMM	PRESIDENT	005.00	Officer Director	$0	$0	$0
MICHAEL DAY	PAST PRESIDENT	001.00	Officer Director	$0	$0	$0
ADAM MILLER	PRESIDENT ELECT	001.00	Officer Director	$0	$0	$0
JULIE SHAW	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
ANN SCOVIL	TREASURER SECRETARY	001.00	Director	$0	$0	$0
ALLEN ARROYO	DIRECTOR	001.00	Director	$0	$0	$0
CRICKET AVERETT	DIRECTOR	001.00	Director	$0	$0	$0
KRISTEN HARRIS	DIRECTOR	001.00	Director	$0	$0	$0
PAIGE INSALACO	DIRECTOR	001.00	Director	$0	$0	$0
DONALD LAUGHLIN	DIRECTOR	001.00	Director	$0	$0	$0
ROBBIE MOLNAR	DIRECTOR	001.00	Director	$0	$0	$0
RACHAEL STEWART	DIRECTOR	001.00	Director	$0	$0	$0
NICK STOIMENOFF	DIRECTOR	001.00	Director	$0	$0	$0
DONNA STOWELL	DIRECTOR	001.00	Director	$0	$0	$0
ADAM REMIS	DIRECTOR THRU 06/20/2025	001.00	Director	$0	$0	$0
JACKIE WALLACE	DIRECTOR THRU 06/20/2025	001.00	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	$414,928	$391,460	$212,390	$23,468
2024	$356,939	$361,789	$206,422	$-4,850
2023	$321,165	$347,681	$193,772	$-26,516
2022	$155,691	$199,921	$221,088	$-44,230
2021	$83,360	$63,895	$264,518	$19,465
2020	$353,471	$278,699	$245,053	$74,772
2019	$363,559	$318,561	$170,281	$44,998
2018	$321,777	$309,105	$125,283	$12,672

Financial Executives International-Arizona Chapter