IRVING, TX
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)CFA SOCIETY OF DALLASFORT WORTH, founded in 1951, is a small nonprofit that reported $685K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 16% operating margin.
PROMOTION OF ETHICAL PRACTICES
The organization supports numerous fund raising events during the year to promote the CFA designation and to raise monies for organization use to expand educational programs. Eight educational events...
The organization supports numerous fund raising events during the year to promote the CFA designation and to raise monies for organization use to expand educational programs. Eight educational events and five networking events were held during the fiscal year ended June 30, 2025. Attendance ranged from 18 to 340 individuals at these events.
THE ORGANIZATION PROMOTES LEADERSHIP DEVELOPMENT AND STRATEGIC PLANNING OPPORTUNITIES FOR ITS MEMBERS THROUGH ITS CONFERENCES AND MEETINGS.
The organization publishes a podcast, maintains a web site for members providing information on upcoming events, speakers, jobs, etc., and operated a social media campaign during the year.
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%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $684,990 | $494,434 | +0.4% |
| Expenses | $575,280 | $518,471 | +0.1% |
| Net Income | $109,710 | $-24,037 | -5.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Lauren Minch | CEO | 40.00 |
|
$203,500 | $9,829 | $213,329 |
| Kelly Hohertz | President | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Brandon Troegle | Vice President | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Kim Abmeyer | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Dan Drabinski | Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Thomas Griswold | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Steven Hooser | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Rashi Poddar | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Lisa McDaniel | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Bill Thompson | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Phil Kendall | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Grant Jackson | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Brian Humenesky | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Alan Ives | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Jacob Spigelman | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Roxanna Islam | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $684,990 | $575,280 | $798,575 | $109,710 |
| 2024 | $494,434 | $518,471 | $675,546 | $-24,037 |
| 2023 | $372,752 | $409,821 | $699,583 | $-37,069 |
| 2022 | $362,686 | $384,497 | $736,652 | $-21,811 |
| 2021 | $344,329 | $201,017 | $758,463 | $143,312 |
| 2020 | $458,580 | $391,184 | $615,151 | $67,396 |
| 2019 | $558,521 | $424,771 | $547,755 | $133,750 |
Compare CFA SOCIETY OF DALLASFORT WORTH with other nonprofits in Texas and across the country.