CFA SOCIETY CLEVELAND (EIN 237065462) - 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

1966

Legal Domicile

Principal Officer

CINDY NACE

Phone

2164703198

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY CLEVELAND, founded in 1966, is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $230K left a modest 15% surplus.

Mission

SEE PROGRAM SERVICE ACCOMPLISHMENT 1

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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 $0

Program Service Revenue $255,879

Investment Income $14,886

Other Revenue $0

TOTAL REVENUE $270,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,493

Fundraising Expenses $0

Other Expenses $148,818

TOTAL EXPENSES $230,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$270,765	$189,830	+0.4%
Expenses	$230,311	$179,424	+0.3%
Net Income	$40,454	$10,406	+2.9%

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

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

$75,539

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY NACE	EXECUTIVE DI	40.00	Officer	$75,539	$0	$75,539
KEVIN BALES	MEMBERSHIP C	1.00	Director	$0	$0	$0
CINDY ENG	ENGAGEMENT C	1.00	Director	$0	$0	$0
DAVID GOSSETT	INIVERSITY R	1.00	Director	$0	$0	$0
MIKE GRATER	CAREER SVCS	1.00	Director	$0	$0	$0
COLBY KRAHE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MATT MCLAUGHLIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUZANA VUJASIN	TREASURER	1.00	Officer Director	$0	$0	$0
SAM WASS	PROGRAMMING	1.00	Director	$0	$0	$0
CARA WOOD	WOMANS ADVIS	1.00	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	$270,765	$230,311	$405,250	$40,454

CFA SOCIETY CLEVELAND