Eastern Finance Association (EIN 141582348) - 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

1976

Legal Domicile

Principal Officer

Dr Edward Nelling

Phone

2158952117

Tax Period

2023-01-01 to 2023-12-31

Eastern Finance Association, founded in 1976, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $29K, a strong 19% operating margin.

Mission

Foster professional interest in finance through meetings, publications, and other activities.

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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 $0

Program Service Revenue $136,232

Investment Income $17,859

Other Revenue $0

TOTAL REVENUE $154,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,800

Fundraising Expenses $0

Other Expenses $90,161

TOTAL EXPENSES $124,961

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,091	$176,304	-0.1%
Expenses	$124,961	$209,511	-0.4%
Net Income	$29,130	$-33,207	-1.9%

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

$32,000

Total Directors

$32,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
April Knill	Chairman of the Trustees	0.00	Officer Director	$0	$0	$0
Larry Fauver	President	0.00	Officer Director	$0	$0	$0
Marc Lipson	VP Planning	0.00	Officer Director	$0	$0	$0
Kathleen Kahle	VP Program	0.00	Officer Director	$0	$0	$0
Clifton Green	VP, Program Elect	0.00	Officer Director	$0	$0	$0
Ed Nelling	Executive Director	4.00	Officer Director	$20,000	$0	$20,000
Jon Fulkerson	VP Finance	2.00	Officer Director	$12,000	$0	$12,000
Nicole Boyson	director	0.00	Director	$0	$0	$0
Matthew Gustafson	director	0.00	Director	$0	$0	$0
Adam Reed	director	0.00	Director	$0	$0	$0
Tracy Wang	director	0.00	Director	$0	$0	$0
Ivalina Kalcheva	director	0.00	Director	$0	$0	$0
Veronika Krepely Pool	director	0.00	Director	$0	$0	$0
Michael Pagano	Co-Editor, Financial Revie	0.00	Officer Director	$0	$0	$0
Tina Yang	Co-Editor, Financial Revie	0.00	Officer 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
2024	No data	No data	No data	No data
2023	$154,091	$124,961	$1,092,180	$29,130
2022	$176,304	$209,511	$952,902	$-33,207
2021	$120,894	$89,049	$1,122,753	$31,845
2020	$152,297	$157,666	$918,288	$-5,369
2019	$214,222	$143,506	$818,244	$70,716
2018	$157,492	$221,481	$638,031	$-63,989

Eastern Finance Association