FINANCIAL EXECUTIVES INTERNATIONAL

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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

1931

Phone

9092084964

Tax Period

2023-07-01 to 2024-06-30

FINANCIAL EXECUTIVES INTERNATIONAL, founded in 1931, is a small nonprofit that reported $219K in total revenue in fiscal year 2023.

Mission

Advance the success of financial executives their organizations & professions.

Program Service Accomplishments

Program 1

Expenses: $125,225 Revenue: $29,672

Monthly speaker meetings and annual holiday party. Approximately 100 attendees at monthly meetings.

Program 2

Expenses: $12,513 Revenue: $0

Education Awards to top students in Finance and Accounting programs in Orange County. Max education award to any student in $2000.

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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 $26,125

Program Service Revenue $0

Investment Income $1,890

Other Revenue $191,172

TOTAL REVENUE $219,187

Expense Breakdown

Grants Paid $17,513

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,738

Other Expenses $197,458

TOTAL EXPENSES $214,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,187	$227,584	0.0%
Expenses	$214,971	$239,268	-0.1%
Net Income	$4,216	$-11,684	-1.4%

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
Debra Bromberg	Co-President	1.00	Officer	$0	$0	$0
Jane Roth	Co-President	1.00	Officer	$0	$0	$0
Jim Harrington	Treasurer	1.00	Officer	$0	$0	$0
Rebecca Covarrubias	Secretary	1.00	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	No data	No data	No data	No data
2024	$219,187	$214,971	$139,388	$4,216
2023	$227,584	$239,268	$157,922	$-11,684
2022	$207,052	$207,232	$296,896	$-180
2021	$157,951	$166,706	$163,727	$-8,755