Arlington, VA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
To advance members' professional success and facilitate a vibrant, engaged community.
CFA Society Washington, DC links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking...
CFA Society Washington, DC links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. In the diverse and growing Washington investment community, the society plays a vital role from advocating the highest ethical practices to promoting career opportunities for members.
The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a prerequisite to earning the CFA designation, which is awarded by CFA Institute and has...
The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a prerequisite to earning the CFA designation, which is awarded by CFA Institute and has been attained by most Society members.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
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