Eastern Finance Association

EIN: 141582348

Media, PA

Total Revenue
$154,091
Total Expenses
$124,961
Total Assets
$1,092,180
Net Assets
$1,076,180
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
NY
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

The purpose shall be to foster professional interest in finance through meetings, publications, and other activities.

Program Service Accomplishments

Program 1

Annual academic scholarly conference

Program 2

Quarterly publication of The Financial Review mailed to members and libraries.

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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%)

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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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
13

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
9
$32,000
Total Directors
15
$32,000
Key Employees
0
$0
Highest Compensated
0
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
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