CFO RISING INC (EIN 853261347) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

J Eric Junker

Phone

7038647212

Tax Period

2023-01-01 to 2023-12-31

CFO RISING INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $248K in total revenue in fiscal year 2023. The organization ran a surplus of $81K, a strong 32% operating margin.

Mission

F. The purpose of our organization is to assist rising financial leaders who need help in obtaining training and mentoring to be prepared for their first CFO role. Our sessions are specifically designed to provide that mentoring. The volunteer speakers provide high level overviews of each topic, and other volunteers in the audience offer to provide 1 on 1 mentoring sessions when a participant has trouble understanding specific topics

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $248,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $248,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,660

Other Expenses $167,660

TOTAL EXPENSES $167,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,300	N/A	N/A
Expenses	$167,660	N/A	N/A
Net Income	$80,640	$0	N/A

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

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
Brian Meadows	President	20	Officer Director	$0	$0	$0
John Eric Junker	Treasurer	20	Officer Director	$0	$0	$0
Lance Thom	Secretary	10	Officer 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
2024	No data	No data	No data	No data
2023	$248,300	$167,660	$152,606	$80,640

CFO RISING INC