Financial Executives International

Nonprofit profile at a glance

EIN
956118694
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Morristown, NJ, USA
Phone
9737651060
Rating confidence
Limited

Reported finances

Revenue
$95,501
Expenses
$124,068
Assets
$82,872
Liabilities
$1,700

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • MITCHELL RUSBARSKY (DIRECTOR, PAST PRESIDENT)
  • ROGER STEPHENS (DIRECTOR, PAST PRESIDENT)
  • JASON SHAPIRO (PRESIDENT)

People named in this filing

  • YULIYA KAMINSKAYA (TREASURER)
  • MITCHELL RUSBARSKY (DIRECTOR, PAST PRESIDENT)
  • ROGER STEPHENS (DIRECTOR, PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To advance the success of senior-level financial executives, their organizations and the profession in the los angeles area.

What it reported doing in 2024

Monthly technical meetings to hear lecturers discuss topics related to business, finance, government, professional development. Periodic in-depth technical seminar for examination of business and financial issues under the leadership of qualified specialists. Maintenance of functional committees to provide services to members in fields of special business interests, corporate reporting, employee benefits, academic relations.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -29.9%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 0.67; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -6.1% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: -3.4% per year; rating input score 0; 28th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.