DES MOINES, IA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
CFA SOCIETY IOWA SEEKS TO LEAD THE INVESTMENT PROFESSION IN THE STATE OF IOWA BY PROMOTING ETHICAL AND PROFESSIONAL STANDARS, ENCOURAGES AND FACILITATES PROFESSIONAL DEVELOPMENT, AND WORKS TOWARDS BROADER COMMUNITY UNDERSTANDING OF THE CFA DESIGNATION.
HOSTED ONE LARGE INVESTMENT EVENT IN MAY WITH APPROXIMATELY 200 ATTENDEES. HOSTED IN-PERSON AND VIRTUAL (HYBRID) WEBINARS MONTHLY FEATURING INDUSTRY SPEAKERS WHO DISCUSSED RELEVANT TOPICS FOR...
HOSTED ONE LARGE INVESTMENT EVENT IN MAY WITH APPROXIMATELY 200 ATTENDEES. HOSTED IN-PERSON AND VIRTUAL (HYBRID) WEBINARS MONTHLY FEATURING INDUSTRY SPEAKERS WHO DISCUSSED RELEVANT TOPICS FOR INVESTMENTS. AVERAGE ATTENDANCE WAS APPROXIMATELY 40 PEOPLE PER EVENT.
HOSTED SEVERAL NETWORKING EVENTS FOR MEMBERS AND STUDENTS SO THEY ARE ABLE TO INTERACT WITH OTHERS IN THEIR PROFESSION OR COURSE OF STUDY. ATTENDANCE RANGED FROM APPROXIMATELY 15-30 PEOPLE PER EVENT...
HOSTED SEVERAL NETWORKING EVENTS FOR MEMBERS AND STUDENTS SO THEY ARE ABLE TO INTERACT WITH OTHERS IN THEIR PROFESSION OR COURSE OF STUDY. ATTENDANCE RANGED FROM APPROXIMATELY 15-30 PEOPLE PER EVENT. HOSTED TWO LARGE NETWORKING GOLF OUTINGS IN JUNE WITH APPROXIMATELY 130 ATTENDEES IN TOTAL.
HOSTED THE CFA GLOBAL INVESTMENT RESEARCH CHALLENGE FOR UNIVERSITIES IN THE REGION WITH 50 ATTENDEES. STUDENTS WERE ABLE TO PRESENT RESEARCH ON A COMPANY TO COMPETE FOR SCHOLARSHIPS AND A CHANCE AT...
HOSTED THE CFA GLOBAL INVESTMENT RESEARCH CHALLENGE FOR UNIVERSITIES IN THE REGION WITH 50 ATTENDEES. STUDENTS WERE ABLE TO PRESENT RESEARCH ON A COMPANY TO COMPETE FOR SCHOLARSHIPS AND A CHANCE AT THE GLOBAL COMPETITION.
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 | $232,842 | $204,361 | +0.1% |
| Expenses | $287,677 | $210,669 | +0.4% |
| Net Income | $-54,835 | $-6,308 | +7.7% |
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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
Compare CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA with other nonprofits in Iowa and across the country.