CFA SOCIETY OF PITTSBURGH

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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

PHILIP H BARTELS CFA

Phone

4127658931

Tax Period

2020-07-01 to 2021-06-30

CFA SOCIETY OF PITTSBURGH, founded in 1970, is a micro nonprofit in the Community Improvement sector that reported $87K in total revenue in fiscal year 2020. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 51% operating margin.

Mission

THE MISSION OF THE CFA SOCIETY OF PITTSBURGH IS TO SERVE OUR MEMBERSHIP AND INVESTOR COMMUNITY BY FOSTERING EDUCATIONAL AND CAREER DEVELOPMENT, PROFESSIONAL RESOURCES AND NETWORKING OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,211 Revenue: $1,516

MONTHLY MEETINGS ALLOW THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO DISCUSS CURRENT INVESTMENT ISSUES, STRATEGIES AND TECHNIQUES. OFTEN A GUEST SPEAKER IS...

MONTHLY MEETINGS ALLOW THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO DISCUSS CURRENT INVESTMENT ISSUES, STRATEGIES AND TECHNIQUES. OFTEN A GUEST SPEAKER IS INVOLVED IN THE MEETING TO DISCUSS VARIOUS COMPANIES, ECONOMIC OR FINANCIAL MATTERS. VARIOUS CURRENT INFORMATION IS EXCHANGED WHICH BENEFITS THE LOCAL INVESTMENT COMMUNITY AS A WHOLE.

Program 2

Expenses: $10,561 Revenue: $1,500

THE FINANCIAL LITERACY CAMPAIGN ENTAILS A VARIETY OF PROGRAMS INCLUDING EDUCATING HIGH SCHOOL STUDENTS ON PERSONAL FINANCE CONCEPTS AND CONDUCTING A STUDENT PANEL IN CONJUNCTION WITH "THE MISSING...

THE FINANCIAL LITERACY CAMPAIGN ENTAILS A VARIETY OF PROGRAMS INCLUDING EDUCATING HIGH SCHOOL STUDENTS ON PERSONAL FINANCE CONCEPTS AND CONDUCTING A STUDENT PANEL IN CONJUNCTION WITH "THE MISSING SEMESTER" BOOK/PROGRAM. A COLLEGIATE PERSONAL FINANCIAL PLANNING COMPETITION IS CONDUCTED IN WHICH COLLEGE STUDENTS DEVELOP A FINANCIAL PLAN TO PREPARE FOR THEIR FINANCIAL FUTURE. QUALIFYING PARTICIPANTS RECEIVE A CERTIFICATE OF ACHIEVEMENT AND TOP JUDGED PLANS RECEIVE A FINANCIAL REWARD.

Program 3

Expenses: $3,946 Revenue: $0

THE FISCAL YEAR PRESENTED CHALLENGES IN REACHING MEMBERS OF THE ORGANIZATION. THEREFORE A PODCAST WAS ESTABLISHED AND PRESENTED ON A MONTHLY BASIS TO KEEP MEMBERS INFORMED AND PROVIDED A MEANS TO...

THE FISCAL YEAR PRESENTED CHALLENGES IN REACHING MEMBERS OF THE ORGANIZATION. THEREFORE A PODCAST WAS ESTABLISHED AND PRESENTED ON A MONTHLY BASIS TO KEEP MEMBERS INFORMED AND PROVIDED A MEANS TO STAY IN CONTACT DUE TO REMOTE WORK MANDATES IN THE STATE OF PENNSYLVANIA.

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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 (2020)

Revenue Breakdown

Contributions & Grants $83,981

Program Service Revenue $3,016

Investment Income $189

Other Revenue $0

TOTAL REVENUE $87,186

Expense Breakdown

Grants Paid $3,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,515

Other Expenses $39,355

TOTAL EXPENSES $43,105

Year-over-Year Comparison

	2020	2019	Change
Revenue	$87,186	$142,171	-0.4%
Expenses	$43,105	$104,552	-0.6%
Net Income	$44,081	$37,619	+0.2%

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

N/A

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

$19,823

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE MILLER	PROGRAM CHAIR	1.00	Director	$0	$0	$0
GENE NATALI JR	UNIVERSITY OUTREACH CHAIR	1.00	Director	$0	$0	$0
BRADLEY JONES	MEMBERSHIP OUTREACH CHAIR	1.00	Director	$0	$0	$0
CARYN LOEHN	EXECUTIVE ASSISTANT	6.50	Director	$12,518	$0	$12,518
CHRISTEN MALONE	EXECUTIVE ASSISTANT	6.50	Director	$7,305	$0	$7,305
JODY MADALA	CO-PRESIDENT	2.50	Officer	$0	$0	$0
JIM HERRINGTON	CO-PRESIDENT	2.50	Officer	$0	$0	$0
JOE LANTZ	VICE PRESIDENT	3.00	Officer	$0	$0	$0
PHILLIP BARTELS	TREASURER	3.00	Officer	$0	$0	$0
ERIC FENTIL	SECRETARY	1.00	Officer	$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
2021	$87,186	$43,105	$306,366	$44,081
2019	$210,686	$169,543	$224,666	$41,143