CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA (EIN 421152989) - 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

1962

Legal Domicile

Principal Officer

NATHAN LARICK

Phone

5156697162

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA, founded in 1962, is a small nonprofit that reported $233K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $288K exceeded revenue, resulting in a 24% operating deficit.

Mission

CFA SOCIETY IOWA SEEKS TO LEAD THE INVESTMENT PROFESSION IN THE STATE OF IOWA BY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS, ENCOURAGES AND FACILITATES PROFESSIONAL DEVELOPMENT, AND WORKS TOWARDS BROADER COMMUNITY UNDERSTANDING OF THE CFA DESIGNATION.

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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 $117,763

Program Service Revenue $105,218

Investment Income $7,210

Other Revenue $2,651

TOTAL REVENUE $232,842

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,502

Other Expenses $279,677

TOTAL EXPENSES $287,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,842	$204,361	+0.1%
Expenses	$287,677	$210,669	+0.4%
Net Income	$-54,835	$-6,308	+7.7%

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

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
ASHLEY ARELLANO	PRESIDENT	7.00	Officer Director	$0	$0	$0
NICK NOLAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET CLARK	TREASURER	4.00	Officer Director	$0	$0	$0
THOMAS MCCAFFREY	SECRETARY	1.00	Officer Director	$0	$0	$0
CASS PAGE	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
JACOB SCHULTE	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MADISON LAWLESS	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
AMANDA WILSON	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
TONG TEH	DIRECTOR AT LARGE	2.00	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	$232,842	$287,677	$248,490	$-54,835
2024	$204,361	$210,669	$303,185	$-6,308
2023	$201,633	$200,317	$309,392	$1,316

CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA