CFA Society Washington DC (EIN 237360649) - 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

1967

Legal Domicile

Principal Officer

Velma Hart

Phone

5715683508

Tax Period

2024-07-01 to 2025-06-30

CFA Society Washington DC, founded in 1967, is a small nonprofit that reported $767K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

To advance members' professional success and facilitate a vibrant, engaged community.

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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 $134,028

Program Service Revenue $591,223

Investment Income $26,577

Other Revenue $15,238

TOTAL REVENUE $767,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $400,139

Fundraising Expenses $0

Other Expenses $410,150

TOTAL EXPENSES $810,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,066	$700,911	+0.1%
Expenses	$810,289	$776,713	+0.0%
Net Income	$-43,223	$-75,802	-0.4%

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

$185,519

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Xin Zhou	Chair	3.00	Officer Director	$0	$0	$0
Katherine Molnar	Chair Elect	2.00	Officer Director	$0	$0	$0
Kathleen George	Secretary	2.00	Officer Director	$0	$0	$0
Nathalie Cunningham	Treasurer	2.00	Officer Director	$0	$0	$0
Amy Bartosh	Director	1.00	Director	$0	$0	$0
Kurt Schacht	Director	1.00	Director	$0	$0	$0
Jim Dowling	Director	1.00	Director	$0	$0	$0
Josh Olds	Director	1.00	Director	$0	$0	$0
Puja Singh	Director	1.00	Director	$0	$0	$0
Bill Scott	CEO	40.00	Officer	$175,767	$9,752	$185,519

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	$767,066	$810,289	$602,617	$-43,223
2024	$700,911	$776,713	$564,520	$-75,802
2023	$713,496	$815,599	$590,954	$-102,103
2022	$721,202	$853,004	$712,487	$-131,802
2021	$536,866	$570,213	$981,081	$-33,347
2020	$744,589	$850,535	$812,981	$-105,946
2019	$793,072	$866,573	$928,722	$-73,501
2018	$656,686	$652,389	$1,005,204	$4,297

CFA Society Washington DC