CFA SOCIETY OF HOUSTON (EIN 237004744) - 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

1970

Legal Domicile

Phone

7138390808

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY OF HOUSTON, founded in 1970, is a small nonprofit that reported $303K in total revenue in fiscal year 2024. Net assets of $662K represent 26 months of operating reserves.

Mission

LEADING INVESTMENT PROFESSIONALS AND SERVING THE COMMUNITY BY PROVIDING EDUCATION AND PROMOTING OBJECTIVE AND INDEPENDENT THOUGHT CONSISTENT WITH THE HIGHEST ETHICAL STANDARDS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $268,149

Program Service Revenue $0

Investment Income $31,096

Other Revenue $3,983

TOTAL REVENUE $303,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $307,139

TOTAL EXPENSES $307,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,228	$294,759	+0.0%
Expenses	$307,139	$270,180	+0.1%
Net Income	$-3,911	$24,579	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SARTOR	SEC./TREASURER	3.00	Director	$0	$0	$0
GIOVANNA CARTER	Director	3.00	Officer Director	$0	$0	$0
JESSICA SEFF	Vice President	3.00	Director	$0	$0	$0
TODD CENTURINO	PAST PRESIDENT	3.00	Director	$0	$0	$0
BRIAN SHARPE	Director	3.00	Director	$0	$0	$0
STEVEN SHELDON	Director	3.00	Officer Director	$0	$0	$0
JASON LEDER	Director	3.00	Director	$0	$0	$0
LEE PARTRIDGE	Director	3.00	Director	$0	$0	$0
JUN GU	Director	3.00	Director	$0	$0	$0
JANKO TRENKOSKI	President	3.00	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
2025	$303,228	$307,139	$662,632	$-3,911
2024	$294,759	$270,180	$665,990	$24,579
2023	$253,332	$319,835	$641,411	$-66,503
2022	$269,663	$250,295	$709,984	$19,368
2021	$283,628	$128,975	$693,016	$154,653
2020	$291,471	$255,576	$535,923	$35,895
2019	$284,420	$315,457	$500,086	$-31,037
2018	$304,420	$296,704	$531,143	$7,716

CFA SOCIETY OF HOUSTON