CFA SOCIETY OF AUSTIN (EIN 721621543) - 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

1970

Legal Domicile

Phone

5127848215

Tax Period

2022-07-01 to 2023-06-30

CFA SOCIETY OF AUSTIN, founded in 1970, is a small nonprofit in the Community Improvement sector that reported $179K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Net assets of $512K represent 34 months of operating reserves.

Mission

THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $54,585

Program Service Revenue $121,852

Investment Income $2,596

Other Revenue $0

TOTAL REVENUE $179,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,502

Other Expenses $175,632

TOTAL EXPENSES $175,632

Year-over-Year Comparison

	2022	2021	Change
Revenue	$179,033	$192,880	-0.1%
Expenses	$175,632	$83,430	+1.1%
Net Income	$3,401	$109,450	-1.0%

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

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
RYANN MAROTTA	Director	0.25	Director	$0	$0	$0
MADDIE MINNAGANTI	Vice President	0.25	Officer Director	$0	$0	$0
GABE THORNHILL	Director	1.00	Director	$0	$0	$0
KEVIN LINCOLN	Director	0.25	Director	$0	$0	$0
PANAYIOTIS LAMBROPOULOS	Director	0.25	Director	$0	$0	$0
JACK MCDOWELL	Director	0.25	Director	$0	$0	$0
COURTNEY DUNN	President	1.00	Officer Director	$0	$0	$0
ANDREW MOORE	Director	1.00	Director	$0	$0	$0
NICK BALLARD	Director	0.25	Director	$0	$0	$0
THOMAS VILLALTA	Director	0.25	Director	$0	$0	$0
JENNIE SANDERS	Treasurer	1.00	Officer Director	$0	$0	$0
GRIFFIN WATKINS	Secretary	0.25	Officer Director	$0	$0	$0
FRASER ARMSTRON-WATTERS	Director	0.25	Director	$0	$0	$0
KENNETH PRICE	Director	0.25	Director	$0	$0	$0
IAN OLDHAM	Director	0.25	Director	$0	$0	$0
DANIEL JUDD	Director	0.25	Director	$0	$0	$0
JEFF DEKLOTZ	Director	0.25	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	No data	No data	No data	No data
2023	$179,033	$175,632	$512,541	$3,401
2022	$192,880	$83,430	$509,026	$109,450
2020	$208,256	$143,502	$308,547	$64,754

CFA SOCIETY OF AUSTIN