CFA SOCIETY SAN DIEGO INC (EIN 237069278) - 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

Principal Officer

MELISSA MCGRANE

Phone

6192186724

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY SAN DIEGO INC, founded in 1970, is a small nonprofit that reported $263K in total revenue in fiscal year 2024. Expenses of $235K left a modest 11% surplus.

Mission

To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.

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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 $256,588

Investment Income $6,481

Other Revenue $0

TOTAL REVENUE $263,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $234,969

TOTAL EXPENSES $234,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,069	$247,813	+0.1%
Expenses	$234,969	$233,604	+0.0%
Net Income	$28,100	$14,209	+1.0%

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

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
MELISSA MCGRANE	Director	1.00	Director	$0	$0	$0
REBECCA DODGE	Director	1.00	Director	$0	$0	$0
ED CIUFFO	President	2.00	Officer Director	$0	$0	$0
SHELLY HENBEST	Director	1.00	Director	$0	$0	$0
GREG GLEESON	Treasurer	1.00	Officer Director	$0	$0	$0
VICTORIA PRESCOTT	Secretary	1.00	Officer Director	$0	$0	$0
JEFF PROBST	Director	1.00	Director	$0	$0	$0
CYRILLE MAHFOUD	Director	1.00	Director	$0	$0	$0
ELEANOR HOPE-BELL	Director	1.00	Director	$0	$0	$0
SHANE THOMPSON	Director	1.00	Director	$0	$0	$0
BILLY BEGGS	Director	1.00	Director	$0	$0	$0
STANLEY MARTINEZ	Director	1.00	Director	$0	$0	$0
GASHI ZENGENI	Director	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	$263,069	$234,969	$395,160	$28,100
2024	$247,813	$233,604	$352,808	$14,209
2023	$238,516	$223,970	$323,522	$14,546
2022	$220,938	$212,485	$300,001	$8,453
2021	$181,597	$124,270	$307,185	$57,327
2020	$201,177	$254,599	$227,726	$-53,422
2019	$274,439	$257,183	$246,500	$17,256

CFA SOCIETY SAN DIEGO INC