Washington Finance Officers Association (EIN 943135116) - 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

1996

Legal Domicile

Principal Officer

Beth Wright

Phone

5034772262

Tax Period

2024-01-01 to 2024-12-31

Washington Finance Officers Association, founded in 1996, is a small nonprofit in the Youth Development sector that reported $675K in total revenue in fiscal year 2024. The organization ran a surplus of $132K, a strong 20% operating margin.

Mission

To promote excellence in governmental finance through leadership, education and communication for the public benefit.

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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 $78,907

Program Service Revenue $585,146

Investment Income $4,055

Other Revenue $6,500

TOTAL REVENUE $674,608

Expense Breakdown

Grants Paid $9,237

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $390,234

Other Expenses $533,096

TOTAL EXPENSES $542,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$674,608	$673,020	+0.0%
Expenses	$542,333	$630,317	-0.1%
Net Income	$132,275	$42,703	+2.1%

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
Dan Legard	Past President	5.00	Officer Director	$0	$0	$0
Stacie Tellers	President	6.00	Officer Director	$0	$0	$0
Sandi Roberts	President Elect	6.00	Officer Director	$0	$0	$0
Mickie Cooper	Vice President	2.00	Officer Director	$0	$0	$0
Beth Wright	Treasurer	7.00	Officer Director	$0	$0	$0
Kelly Boswell	Member	2.00	Director	$0	$0	$0
Michelle Murray	Member	2.00	Director	$0	$0	$0
Debbie Booher	Secretary	2.00	Officer Director	$0	$0	$0
Jerica Pascoe	Member	2.50	Director	$0	$0	$0
Greg Piland	Member	2.00	Director	$0	$0	$0
Bret Bodersen	Member	2.00	Director	$0	$0	$0
Debi Dahlstrom	Member	2.00	Director	$0	$0	$0
Stephanie Truex	Member	2.00	Director	$0	$0	$0
Kelly Collins	Member	1.00	Director	$0	$0	$0
Staci Ashe	Member	1.00	Director	$0	$0	$0
Blaine Fritts	Member	2.00	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	$674,608	$542,333	$636,400	$132,275
2023	$673,020	$630,317	$504,125	$42,703
2022	$520,406	$577,119	$461,422	$-56,713
2021	$318,218	$225,206	$518,135	$93,012
2020	$251,311	$228,480	$425,123	$22,831
2019	$683,160	$691,219	$405,088	$-8,059

Washington Finance Officers Association