CFA SOCIETY PHOENIX

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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

1965

Legal Domicile

Principal Officer

Matthew White

Phone

4804988065

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY PHOENIX, founded in 1965, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY, AND WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.

Program Service Accomplishments

Program 1

THE CFA SOCIETY OF PHOENIX HAD ANOTHER SUCCESSFUL FISCAL YEAR. THIS MARKED OUR 66TH YEAR AS AN ORGANIZATION. THE SEASON WAS FILLED WITH MANY CONTRIBUTIONS FROM OUR VERY GENEROUS SPONSORS, BOARD, AND MEMBERS, AND WITH THEIR FAITHFUL ATTENDANCE. THIS YEAR, WE HAD A FULL SLATE OF EVENTS AND INCREDIBLE ATTENDANCE ACROSS BOTH SOCIAL PROGRAMMING. WE HOSTED 18 UNIQUE EVENTS THROUGHOUT THE SEASON. THESE INCLUDED OUR MARQUEE EVENTS, EDUCATIONAL, SOCIAL, COLLABORATIONS, AND A FEW VIRTUAL EVENTS. WE ALSO HELD OUR PREMIER EVENT OF THE YEAR, THE ANNUAL MARKET FORECAST DINNER, BRINGING TOGETHER OVER 300 OF THE VALLEYS LEADING INVESTMENT PROFESSIONALS AND KEY DECISION-MAKERS FOR A THOUGHT-PROVOKING DINNER PRESENTATION AND NETWORKING RECEPTION.

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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 $222,426

Investment Income $19,265

Other Revenue $0

TOTAL REVENUE $241,691

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $258,763

TOTAL EXPENSES $260,263

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,691	$213,475	+0.1%
Expenses	$260,263	$218,537	+0.2%
Net Income	$-18,572	$-5,062	+2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LEE	PRESIDENT	003.00	Officer Director	$0	$0	$0
MATTHEW J WHITE	VICE-PRESIDENT	003.00	Officer Director	$0	$0	$0
JEFF ELLMAURER	TREASURER	003.00	Officer Director	$0	$0	$0
EVAN NUTTALL	SECRETARY	003.00	Officer Director	$0	$0	$0
BART MILLER	DIRECTOR	003.00	Director	$0	$0	$0
BEN NYARKO	DIRECTOR	003.00	Director	$0	$0	$0
BRETON STEIN	DIRECTOR	003.00	Director	$0	$0	$0
CJ DENNIS	DIRECTOR	003.00	Director	$0	$0	$0
JENNIFER GARCIA	DIRECTOR	003.00	Director	$0	$0	$0
JUSTIN BOBUS	DIRECTOR	003.00	Director	$0	$0	$0
NATALIE DROTAR	DIRECTOR	003.00	Director	$0	$0	$0
SRIVIDYA SUBRAMANYAM	DIRECTOR	003.00	Director	$0	$0	$0
TYLER DRUST	DIRECTOR	003.00	Director	$0	$0	$0
WENDELL LICON	DIRECTOR	003.00	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	$241,691	$260,263	$312,481	$-18,572
2024	$213,475	$218,537	$324,829	$-5,062
2023	$225,578	$226,203	$313,558	$-625
2022	$166,460	$163,994	$310,174	$2,466
2021	$123,222	$56,548	$317,216	$66,674
2020	$197,913	$160,897	$217,764	$37,016
2019	$209,297	$190,266	$182,067	$19,031