CFA SOCIETY ATLANTA INC (EIN 581105110) - 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

1960

Legal Domicile

Principal Officer

AMANDA COGAR

Phone

6783248474

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY ATLANTA INC, founded in 1960, is a small nonprofit that reported $562K in total revenue in fiscal year 2024. Expenses of $485K left a modest 14% surplus.

Mission

to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members.

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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 $9,000

Program Service Revenue $488,027

Investment Income $59,170

Other Revenue $6,139

TOTAL REVENUE $562,336

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $403,641

Other Expenses $474,706

TOTAL EXPENSES $484,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$562,336	$538,158	+0.0%
Expenses	$484,706	$496,409	0.0%
Net Income	$77,630	$41,749	+0.9%

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

$99,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY FORD	CONTRACT- E.D.	40.00	Officer	$99,104	$0	$99,104
BILL ANNIS	President	2.30	Officer Director	$0	$0	$0
REX MACEY	EXEC VP/GOV.CH.	2.30	Officer Director	$0	$0	$0
SCOTT ROBERTS	VP - PROGRAMS	2.30	Officer Director	$0	$0	$0
DAVID RILEY	VP - EDUCATION	2.30	Officer Director	$0	$0	$0
ANDRETTA WEAVER	Past Treasurer	2.30	Officer Director	$0	$0	$0
GREGORY GOODSON	Secretary	2.30	Officer Director	$0	$0	$0
ROBERT THOMPSON	Trustee	2.30	Director	$0	$0	$0
CHARLIE WATERMAN	Trustee	2.30	Director	$0	$0	$0
AMANDA COGAR	Treasurer	2.30	Director	$0	$0	$0
STEPHANIE LANG	Trustee	2.30	Director	$0	$0	$0
JUAN MENDEZ	Trustee	2.30	Director	$0	$0	$0
DUNCAN HENSLEY	Trustee	2.30	Director	$0	$0	$0
CHRIS WILSON	Trustee	2.30	Director	$0	$0	$0
MICHELLE CHENG	Trustee	2.30	Director	$0	$0	$0
LIZ YIN	Trustee	2.30	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	$562,336	$484,706	$1,089,617	$77,630
2024	$538,158	$496,409	$954,897	$41,749
2023	$397,823	$309,116	$937,839	$88,707
2022	$382,796	$373,282	$845,251	$9,514
2021	$320,369	$158,534	$1,003,279	$161,835
2020	$803,984	$605,869	$912,062	$198,115
2018	$374,907	$367,962	$391,616	$6,945

CFA SOCIETY ATLANTA INC