CFA Society of Naples Inc (EIN 593405436) - 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

1996

Legal Domicile

Phone

8135058288

Tax Period

2024-09-01 to 2025-08-31

CFA Society of Naples Inc, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $101K in total revenue in fiscal year 2024. The organization ran a surplus of $17K, a strong 17% operating margin.

Mission

To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.

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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 $0

Program Service Revenue $94,545

Investment Income $6,467

Other Revenue $0

TOTAL REVENUE $101,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,780

Fundraising Expenses $0

Other Expenses $74,511

TOTAL EXPENSES $84,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,012	$103,751	0.0%
Expenses	$84,291	$83,482	+0.0%
Net Income	$16,721	$20,269	-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

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
Zac Chichinski	Director	1.00	Director	$0	$0	$0
Serge Ecityan	Director	1.00	Director	$0	$0	$0
Tyler Hardt	Director	1.00	Director	$0	$0	$0
Travis Jones	Director	1.00	Director	$0	$0	$0
Joseph Koch	Director	1.00	Director	$0	$0	$0
Simon Lack	Director	1.00	Director	$0	$0	$0
Bobby Mahoney	Director	1.00	Director	$0	$0	$0
Thomas Mathews	Director	1.00	Director	$0	$0	$0
Mia Hyatt	President	3.00	Officer	$0	$0	$0
Chelsea Ganey	Vice President	3.00	Officer	$0	$0	$0
Vanessa Watt	Secretary	3.00	Officer	$0	$0	$0
Garrett Komiskey	Treasurer	3.00	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	$101,012	$84,291	$234,923	$16,721
2024	$103,751	$83,482	$218,202	$20,269

CFA Society of Naples Inc