CFA SOCIETY OF DALLASFORT WORTH (EIN 237078748) - 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

1951

Legal Domicile

Phone

9727177107

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

PROMOTION OF ETHICAL PRACTICES

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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 $650

Program Service Revenue $651,887

Investment Income $32,453

Other Revenue $0

TOTAL REVENUE $684,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,797

Fundraising Expenses $102,752

Program Expenses $189,908

Other Expenses $348,483

TOTAL EXPENSES $575,280

Year-over-Year Comparison

	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%

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

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
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

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	$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

CFA SOCIETY OF DALLASFORT WORTH