CFA SOCIETY KANSAS CITY

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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

1952

Legal Domicile

Phone

8004105408

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY KANSAS CITY, founded in 1952, is a small nonprofit that reported $129K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $29K, a strong 22% operating margin.

Mission

THE ASSOCIATION SERVES ITS MEMBERS BY PROVIDING A REGIONAL FORUM FOR THE DISCUSSION OF INVESTMENTS, ECONOMIC AND FINANCE. THE ORGANIZATION PROMOTES HIGH STANDARDS OF EXPERTISE AND CONDUCT AMONG INVESTMENT MANAGERS AND ANALYSTS.

Program Service Accomplishments

Program 1

PROVIDE MEMBERS WITH EDUCATIONAL PROGRAMS, NETWORKING OPPORTUNITIES, AND ACCESS TO INFORMATION REGARDING INVESTMENT MARKETS.

Program 2

THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS...

THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST.

Program 3

SOCIETY DEVELOPMENT BY FOSTERING MEMBER RELATIONSHIPS, ETHICAL STANDARDS, AND PROMOTION OF THE SOCIETY TO THE GENERAL 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 $39,758

Program Service Revenue $76,120

Investment Income $13,498

Other Revenue $0

TOTAL REVENUE $129,376

Expense Breakdown

Grants Paid $4,220

Salaries & Benefits $3,720

Fundraising Expenses $0

Other Expenses $92,857

TOTAL EXPENSES $100,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,376	$139,094	-0.1%
Expenses	$100,797	$130,243	-0.2%
Net Income	$28,579	$8,851	+2.2%

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

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

$3,720

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE FRONEBERGER	ADMINISTRATOR	5.00	Officer	$3,720	$0	$3,720
James Braunsdorf	President	2.00	Officer Director	$0	$0	$0
Matt Dennis	Vice President	2.00	Officer Director	$0	$0	$0
Shannon Berry	Secretary/Treas	2.00	Officer Director	$0	$0	$0
Brooke Garcia	Director	1.00	Director	$0	$0	$0
Matthew Weber	Director	1.00	Director	$0	$0	$0
Curt Bower	Director	1.00	Director	$0	$0	$0
Mark Dennis	Director	1.00	Director	$0	$0	$0
Steve Cox Sr	Director	1.00	Director	$0	$0	$0
Houston McConnell	Director	1.00	Director	$0	$0	$0
Susan Escher	Director	1.00	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
2025	$129,376	$100,797	$505,811	$28,579