CFA FOUNDATION (EIN 205723514) - 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

2006

Legal Domicile

Principal Officer

DEBRA CHAVES

Phone

8772397355

Tax Period

2018-01-01 to 2018-12-31

CFA FOUNDATION, founded in 2006, is a small nonprofit that reported $293K in total revenue in fiscal year 2018. Revenue surged 57% from the prior year, signaling strong growth momentum.

Mission

TO EDUCATE THE PUBLIC ON IMPORTANT ISSUES THAT AFFECT MARRIAGE, LIFE AND THE FAMILY SO THAT TRADITIONAL MORAL PRINCIPLES CAN BE RESTORED AND DEFENDED.

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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 (2018)

Revenue Breakdown

Contributions & Grants $292,092

Program Service Revenue $0

Investment Income $0

Other Revenue $664

TOTAL REVENUE $292,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,500

Fundraising Expenses $16,944

Program Expenses $220,703

Other Expenses $125,244

TOTAL EXPENSES $289,280

Year-over-Year Comparison

	2018	2017	Change
Revenue	$292,756	$186,854	+0.6%
Expenses	$289,280	$150,397	+0.9%
Net Income	$3,476	$36,457	-0.9%

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

Volunteers

125

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

$60,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK COWART	CHAIRMAN	0.50	Officer Director	$0	$0	$0
RANDY HAMMOND	CHAIRMAN ELECT	0.50	Officer Director	$0	$0	$0
RICH TODD	BOARD MEMBER	0.50	Director	$0	$0	$0
CRAIG SAEMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
DOUG STIMPLE	BOARD MEMBER	0.50	Director	$0	$0	$0
GEORGE LINZ	BOARD MEMBER	0.50	Director	$0	$0	$0
CALVIN JOHNSON	BOARD MEMBER	0.50	Director	$0	$0	$0
PEDRO GONZALEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG RING	BOARD MEMBER	0.50	Director	$0	$0	$0
DEBRA CHAVES	EXECUTIVE DIRECTOR	35.00	Officer	$60,577	$0	$60,577

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
2018	$292,756	$289,280	$59,083	$3,476

CFA FOUNDATION