WESTERN FINANCE ASSOCIATIONCO BRYAN ROUTLEDGE (EIN 916060048) - Form 990 Financial Analysis & Trantor Score

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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

Bryan Routledge

Phone

4122687588

Tax Period

2023-09-01 to 2024-08-31

WESTERN FINANCE ASSOCIATIONCO BRYAN ROUTLEDGE, founded in 1965, is a small nonprofit that reported $527K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

The Western Finance Association is a Society for Academics and Professionals with a scholarly interest in the development and application of theory in finance.

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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 $327,800

Program Service Revenue $192,926

Investment Income $6,621

Other Revenue $0

TOTAL REVENUE $527,347

Expense Breakdown

Grants Paid $43,896

Salaries & Benefits $40,000

Fundraising Expenses $0

Other Expenses $429,159

TOTAL EXPENSES $513,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$527,347	$426,306	+0.2%
Expenses	$513,055	$501,475	+0.0%
Net Income	$14,292	$-75,169	-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

2609

Independent Members

2399

Employees

N/A

Volunteers

1123

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

$40,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BURTON HOLIFIELD	President	5.00	Officer	$0	$0	$0
MANJU PURI	President Elect	5.00	Officer	$0	$0	$0
STEFAN NAGEL	Vice President	5.00	Officer	$0	$0	$0
ALEX EDMANS	VP Elect	2.00	Officer	$0	$0	$0
BRYAN ROUTLEDGE	Secy/Treasurer	8.00	Officer	$40,000	$0	$40,000
ZHIGUO HE	Director	1.00	Director	$0	$0	$0
ROHAN WILLIAMSON	Director	1.00	Director	$0	$0	$0
NADYA MALENKO	Director	1.00	Director	$0	$0	$0
CAROLE COMERTON-FORDE	Director	1.00	Director	$0	$0	$0
CLEMENS SIALM	Director	1.00	Director	$0	$0	$0
KIMBERLY COMAGGIA	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
2024	$527,347	$513,055	$755,352	$14,292
2023	$426,306	$501,475	$695,549	$-75,169
2022	$416,725	$393,457	$770,717	$23,268
2021	$254,519	$147,008	$840,451	$107,511
2020	$253,471	$177,088	$732,940	$76,383
2019	$433,641	$428,817	$563,557	$4,824
2018	$420,173	$416,310	$558,733	$3,863

WESTERN FINANCE ASSOCIATIONCO BRYAN ROUTLEDGE