CFA Society Orange County (EIN 330228558) - 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

1983

Legal Domicile

Phone

9492534380

Tax Period

2023-07-01 to 2024-06-30

CFA Society Orange County, founded in 1983, is a small nonprofit that reported $237K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment 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 (2023)

Revenue Breakdown

Contributions & Grants $208,708

Program Service Revenue $20,917

Investment Income $7,190

Other Revenue $0

TOTAL REVENUE $236,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $252,183

TOTAL EXPENSES $252,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,815	$256,241	-0.1%
Expenses	$252,183	$264,567	0.0%
Net Income	$-15,368	$-8,326	+0.8%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Sigler	Director	1.00	Director	$0	$0	$0
Fadel Lawandy	Director	1.00	Director	$0	$0	$0
Matt Magill	Director	1.00	Director	$0	$0	$0
Tina Schackman	Director	1.00	Director	$0	$0	$0
Barry Grossman	Director	1.00	Director	$0	$0	$0
Priyanka Shukla	Director	1.00	Director	$0	$0	$0
Derek Pantele	President	4.00	Officer	$0	$0	$0
Paisley Nardini	Vice President	4.00	Officer	$0	$0	$0
Chad Noorani	Treasurer	4.00	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
2025	No data	No data	No data	No data
2024	$236,815	$252,183	$372,456	$-15,368
2023	$256,241	$264,567	$387,824	$-8,326
2022	$106,768	$92,808	$407,171	$13,960
2021	$180,659	$63,265	$393,211	$117,394
2020	$179,646	$130,946	$275,817	$48,700
2019	$211,529	$174,395	$227,117	$37,134

CFA Society Orange County