Dallas Association for Financial Professionals (EIN 752685180) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

Joan M Calhoun

Phone

9188502020

Tax Period

2023-01-01 to 2023-12-31

Dallas Association for Financial Professionals, founded in 1990, is a small nonprofit that reported $792K in total revenue in fiscal year 2023. The organization ran a surplus of $125K, a strong 16% operating margin.

Mission

To offer continuing Treasury/Finance education locally by providing quality programs on the important issues affecting the treasury and financial profession and developing a peer networking group for members to share ideas.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $790,508

Investment Income $1,004

Other Revenue $0

TOTAL REVENUE $791,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $666,251

TOTAL EXPENSES $666,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$791,512	N/A	N/A
Expenses	$666,251	N/A	N/A
Net Income	$125,261	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Joan M Calhoun	President	4.00	Officer Director	$0	$0	$0
John Smithson III	Vice President	4.00	Officer Director	$0	$0	$0
Connor Cosgrove	Treasurer	4.00	Officer Director	$0	$0	$0
Yaritza Bynum	Secretary	4.00	Officer Director	$0	$0	$0
Nitixa Patel	Program CoChair	2.00	Director	$0	$0	$0
Archie Woods	Program CoChair	2.00	Director	$0	$0	$0
Matthew Roush	Events Chair	2.00	Director	$0	$0	$0
Micah Fewin	Spons Chair	2.00	Director	$0	$0	$0
Jessica Segebarth	Memb CoChair	2.00	Director	$0	$0	$0
Gayle Barton	Memb CoChair	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
2023	$791,512	$666,251	$259,687	$125,261
2018	$600,746	$537,979	$234,558	$62,767

Dallas Association for Financial Professionals