CFA SOCIETY OF SEATTLE

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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

1976

Legal Domicile

Principal Officer

ALEC STAIS

Phone

3606200790

Tax Period

2023-07-01 to 2024-06-30

CFA SOCIETY OF SEATTLE, founded in 1976, is a small nonprofit that reported $381K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

THE ORGANIZATION CONDUCTS HIGH QUALITY PROGRAMS AND DISSEMINATES INFORMATION AND IDEAS RELATING TO INVESTMENTS (TOPICAL PROGRAMS, ACCOUNTING & ECONOMIC SEMINARS,AND CONTINUTING EDUCATION CLASSES)...

THE ORGANIZATION CONDUCTS HIGH QUALITY PROGRAMS AND DISSEMINATES INFORMATION AND IDEAS RELATING TO INVESTMENTS (TOPICAL PROGRAMS, ACCOUNTING & ECONOMIC SEMINARS,AND CONTINUTING EDUCATION CLASSES). PRESENTATIONS ARE MADE BY THE MANAGEMENT OF MAJOR CORPORATIONS TO MEMBERS AND THEIR GUESTS. OVER 20 LOCAL EVENTS AND PROGRAMS ARE HOSTED DURING THE YEAR. THE ORGANIZATION ALSO PROVIDES JOB PLACEMENT LISTINGS AND MAKES CFA INSTITUTE PUBLICATIONS AVAILABLE TO ITS MEMBERS. ADDITIONALLY, THE ORGNIZATION OFFERS PREPARATORY EDUCATION PROGRAMS (CFA STUDY PROGRAMS) CONDUCTED FOR CANDIDATES ENROLLED IN THE CHARTERED FINANCIAL ANALYST PROGRAM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $213,940

Program Service Revenue $151,771

Investment Income $14,957

Other Revenue $0

TOTAL REVENUE $380,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,000

Fundraising Expenses $0

Other Expenses $302,292

TOTAL EXPENSES $383,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$380,668	$303,108	+0.3%
Expenses	$383,292	$289,101	+0.3%
Net Income	$-2,624	$14,007	-1.2%

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

Total Directors

$81,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEC STAIS	PRESIDENT	2.50	Officer Director	$0	$0	$0
OLGA BYSTROVA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LAURA FOSTER	SECRETARY	1.00	Officer Director	$0	$0	$0
GARRETT GRIGAS	TREASURER	1.00	Officer Director	$0	$0	$0
SHERRIE TRECKER	PAST PRESIDE	1.00	Director	$0	$0	$0
HAYDEN WIECK	DIRECTOR	1.00	Director	$0	$0	$0
NICK HAILEY	DIRECTOR	1.00	Director	$0	$0	$0
GLORAH BOUR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
PAM WEBB	EXEC. ADMINI	40.00	Director	$81,000	$0	$81,000

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
2024	$380,668	$383,292	$567,944	$-2,624
2023	$303,108	$289,101	$570,568	$14,007
2022	$278,434	$208,960	$556,561	$69,474
2021	$177,186	$106,333	$487,087	$70,853
2020	$436,962	$363,828	$416,234	$73,134
2019	$520,265	$540,289	$343,100	$-20,024