CFA SOCIETY PHILADELPHIA INC (EIN 236395738) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1943

Legal Domicile

Principal Officer

PETER M CONNERS

Phone

2153204980

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY PHILADELPHIA INC, founded in 1943, is a small nonprofit that reported $629K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

CAREER ADVANCEMENT OF PROFESSIONALS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $353,829

Program Service Revenue $250,128

Investment Income $25,413

Other Revenue $0

TOTAL REVENUE $629,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $290,888

Fundraising Expenses $0

Program Expenses $405,936

Other Expenses $392,990

TOTAL EXPENSES $683,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$629,370	$579,084	+0.1%
Expenses	$683,878	$617,205	+0.1%
Net Income	$-54,508	$-38,121	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$191,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON FILBECK	PROGRAMS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ANDREW D'AMICO	OUTREACH COMMITTEE CHAIR	1.00	Director	$0	$0	$0
BETH STONE	WOMEN'S LEADERSHIP INITIATIVE CHAIR	1.00	Director	$0	$0	$0
BILL HAGAN	SECRETARY	1.00	Director	$0	$0	$0
BRIAN LAUZON	WEALTH MANAGEMENT COMMITTE	1.00	Officer Director	$0	$0	$0
FLOYD SIMPSON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
LARA COVIELLO	VICE PRESIDENT, FINANCE & AUDIT COMMITTEE	1.00	Director	$0	$0	$0
LESLIE THEODOSOPOULOS	VICE PRESIDENT	1.00	Director	$0	$0	$0
MELISSA NOVAK	GOVERNANCE COMMITTEE CO-CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL NEELY	TREASURER	1.00	Officer Director	$0	$0	$0
RICH JAKOTOWICZ	PRESIDENT	1.00	Director	$0	$0	$0
ROBERT NORTON	PROGRAMS COMMITTEE	1.00	Director	$0	$0	$0
SEAN HEBERLING	GOVERNANCE COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
PETER CONNERS	EXECUTIVE DIRECTOR	40.00	Officer	$191,323	$0	$191,323

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	$629,370	$683,878	$1,024,289	$-54,508
2024	No data	No data	No data	No data
2023	$593,332	$615,440	$870,162	$-22,108
2022	$591,832	$543,313	$896,798	$48,519
2021	$501,211	$387,111	$829,669	$114,100
2020	$634,587	$547,244	$674,306	$87,343
2019	$755,997	$714,450	$612,944	$41,547
2018	$573,350	$655,708	$515,633	$-82,358

CFA SOCIETY PHILADELPHIA INC