Capital Markets Credit Analysts Society Inc

Small nonprofit experiences declining assets and frequent operating deficits, with no officer compensation.

EIN: 133546386 · Fairfield, CT · Updated: 2026-03-28

$62KRevenue
$166KAssets
65/100Mission Score (Good)
Capital Markets Credit Analysts Society Inc Financial Summary
MetricValue
Total Revenue$62K
Total Expenses$67K
Program Spending70%
Net Assets$178K
Transparency Score65/100

Is Capital Markets Credit Analysts Society Inc Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Capital Markets Credit Analysts Society Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Capital Markets Credit Analysts Society Inc

Capital Markets Credit Analysts Society Inc (EIN: 133546386) is a nonprofit organization based in Fairfield, CT. The organization reported total revenue of $62K and total assets of $166K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Capital Markets Credit Analysts Society Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

36Years Operating
MicroSize Classification
13Years of Filings
MixedRevenue Trajectory

Capital Markets Credit Analysts Society Inc is a micro nonprofit that has been operating for 36 years, with 13 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of -3.5%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$56K
Total Expenses$67K
Surplus / Deficit$-10,647
Total Assets$178K
Net Assets$178K
Operating Margin-19.0%
Months of Reserves32.0 months

Financial Health Grade: B

In 2024, Capital Markets Credit Analysts Society Inc reported a deficit of $11K with expenses exceeding revenue, holds 32.0 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2012–2024), Capital Markets Credit Analysts Society Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.5%.

YearRevenue ChangeExpense ChangeAsset Change
2024+36.3%+19.8%-5.6%
2023-24.6%+6.5%-7.1%
2022-8.9%+0.8%+1.1%
2021-27.0%-44.1%+4.2%
2020-13.3%+14.3%-5.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1990

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Capital Markets Credit Analysts Society Inc operates on a relatively small scale, with recent annual revenues fluctuating around $40,000 to $60,000. The organization has consistently reported zero liabilities and no officer compensation, indicating a very lean operational structure and strong financial stability in terms of debt. However, the organization has experienced a trend of declining assets over the past few years, from a high of $203,604 in 2019 to $178,003 in 2024, and has frequently operated at a deficit, with expenses exceeding revenue in 6 out of the last 10 reported periods. For example, in 2024, expenses were $66,695 against revenues of $56,048. The spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. The absence of officer compensation is a positive indicator of efficient use of funds at the leadership level. However, the consistent operating deficits suggest that the organization's revenue generation is not consistently covering its operational costs, which could impact long-term sustainability if the trend continues. Transparency appears high regarding executive compensation and liabilities, but a more granular view of expense allocation would enhance understanding of its spending efficiency. Overall, while the organization demonstrates fiscal prudence by avoiding debt and not paying officers, its declining asset base and frequent operating deficits warrant attention. The lack of detailed expense categories makes it challenging to fully evaluate program efficiency, but the consistent financial health in terms of liabilities and executive compensation is commendable for an organization of its size.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Capital Markets Credit Analysts Society Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Capital Markets Credit Analysts Society Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$56KTotal Revenue
$67KTotal Expenses
$178KTotal Assets
$178KNet Assets
  • The organization reported a deficit of $11K, with expenses exceeding revenue.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not classified as officer compensation, which is highly efficient for an organization of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Capital Markets Credit Analysts Society Inc's IRS 990 filings:

  • Frequent operating deficits (6 out of 10 periods)
  • Consistent decline in assets since 2019 (from $203,604 to $178,003)
  • Revenue has decreased significantly from a high of $107,304 in 2016 to $56,048 in 2024

Strengths

The following positive indicators were identified for Capital Markets Credit Analysts Society Inc:

  • Zero liabilities reported across all filings, indicating strong financial solvency.
  • No officer compensation reported, demonstrating highly efficient use of funds at the leadership level.
  • Long filing history (13 filings) indicates consistent compliance and transparency.

Frequently Asked Questions about Capital Markets Credit Analysts Society Inc

Is Capital Markets Credit Analysts Society Inc a legitimate charity?

Capital Markets Credit Analysts Society Inc (EIN: 133546386) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 65/100. It has 13 years of IRS 990 filings on record. Total revenue: $62K. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Capital Markets Credit Analysts Society Inc spend its money?

Capital Markets Credit Analysts Society Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Capital Markets Credit Analysts Society Inc tax-deductible?

Capital Markets Credit Analysts Society Inc is registered as a tax-exempt nonprofit (EIN: 133546386). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Capital Markets Credit Analysts Society Inc's spending goes to programs?

Capital Markets Credit Analysts Society Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

Where is Capital Markets Credit Analysts Society Inc located?

Capital Markets Credit Analysts Society Inc is headquartered in Fairfield, Connecticut and files with the IRS under EIN 133546386.

How many years of IRS 990 filings does Capital Markets Credit Analysts Society Inc have?

Capital Markets Credit Analysts Society Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $62K in total revenue.

Is Capital Markets Credit Analysts Society Inc financially sustainable given its operating deficits?

The organization has frequently operated at a deficit, with expenses exceeding revenue in 6 of the last 10 periods. For example, in 2024, expenses were $66,695 against revenues of $56,048. This trend, coupled with declining assets, raises concerns about long-term financial sustainability if not addressed.

What is the reason for the consistent decline in assets since 2019?

Assets have decreased from $203,604 in 2019 to $178,003 in 2024. This decline likely stems from the organization's frequent operating deficits, where expenses have exceeded revenues, drawing down on its reserves.

How does the organization manage to operate without officer compensation?

The filings consistently show 0% officer compensation, suggesting that leadership roles may be filled by volunteers or compensated through non-officer salaries, which is a significant cost-saving measure for the organization.

Filing History

IRS 990 filing history for Capital Markets Credit Analysts Society Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2012–2024), Capital Markets Credit Analysts Society Inc's revenue has declined by 35.1%, moving from $86K to $56K. Total assets increased by 8.8% over the same period, from $164K to $178K. Total functional expenses fell by 27.7%, from $92K to $67K. In its most recent filing year (2024), Capital Markets Credit Analysts Society Inc reported a deficit of $11K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $56K $67K $178K $0
2023 $41K $56K $189K $0
2022 $55K $52K $203K $0
2021 $60K $52K $201K $0
2020 $82K $93K $193K $0 View 990
2019 $95K $81K $204K $0 View 990
2018 $85K $95K $184K $0 View 990
2017 $101K $102K $194K $0 View 990
2016 $107K $84K $195K $0 View 990
2015 $106K $87K $172K $0 View 990
2014 $90K $91K $152K $0 View 990
2013 $78K $89K $153K $0 View 990
2012 $86K $92K $164K $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $56K, expenses of $67K, and assets of $178K (revenue +36.3% year-over-year).
  • 2023: Revenue of $41K, expenses of $56K, and assets of $189K (revenue -24.6% year-over-year).
  • 2022: Revenue of $55K, expenses of $52K, and assets of $203K (revenue -8.9% year-over-year).
  • 2021: Revenue of $60K, expenses of $52K, and assets of $201K (revenue -27.0% year-over-year).
  • 2020: Revenue of $82K, expenses of $93K, and assets of $193K (revenue -13.3% year-over-year).
  • 2019: Revenue of $95K, expenses of $81K, and assets of $204K (revenue +11.6% year-over-year).
  • 2018: Revenue of $85K, expenses of $95K, and assets of $184K (revenue -16.3% year-over-year).
  • 2017: Revenue of $101K, expenses of $102K, and assets of $194K (revenue -5.6% year-over-year).
  • 2016: Revenue of $107K, expenses of $84K, and assets of $195K (revenue +1.1% year-over-year).
  • 2015: Revenue of $106K, expenses of $87K, and assets of $172K (revenue +17.4% year-over-year).
  • 2014: Revenue of $90K, expenses of $91K, and assets of $152K (revenue +16.1% year-over-year).
  • 2013: Revenue of $78K, expenses of $89K, and assets of $153K (revenue -9.9% year-over-year).
  • 2012: Revenue of $86K, expenses of $92K, and assets of $164K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Capital Markets Credit Analysts Society Inc:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Capital Markets Credit Analysts Society Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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