Civic Intelligence

Cfa Society of Buffalo Inc

EIN 20-5170662 • 501(c)6 • Snyder, NY

Profile

The society exists to promote investment management oppurtunties in the buffalo area for cfa members. Networking events and seminars are held to help members connect with potential clients and connect with other proffesionals in building relationships.

100 Corporate Pkwy Suite 338Snyder, NY 14226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.13x

Higher debt load relative to assets than 73% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.79x

Higher debt load relative to revenue than 93% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2025

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S40 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

5.1%

Faster asset growth than 61% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-29%

Faster revenue growth than 22% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$209,964

Up $10,229 (+5.1%) from 2024

Liabilities

Flat

$26,794

Flat from 2024

Net Assets

$183,170

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue93rd percentileNet Margin80th percentile

Revenue

Down

$33,974

Down $13,720 (-29%) from 2024

Expenses

Down

$23,742

Down $8,776 (-27%) from 2024

Net Income

Down

$10,232

Down $4,944 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2021: $155,044Liabilities 2021: $26,794Net Assets 2021: $128,2502021Assets 2022: $173,691Liabilities 2022: $26,7942022Assets 2023: $184,559Liabilities 2023: $26,794Net Assets 2023: $157,7652023Assets 2024: $199,735Liabilities 2024: $26,7942024Assets 2025: $209,964Liabilities 2025: $26,794Net Assets 2025: $183,1702025

Highlighted filing

2025

Assets$209,964
Liabilities$26,794
Net Assets$183,170
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2021: $42,881Expenses 2021: $24,602Net Income 2021: $18,2792021Revenue 2022: $42,220Expenses 2022: $23,573Net Income 2022: $18,6472022Revenue 2023: $35,660Expenses 2023: $24,793Net Income 2023: $10,8672023Revenue 2024: $47,694Expenses 2024: $32,518Net Income 2024: $15,1762024Revenue 2025: $33,974Expenses 2025: $23,742Net Income 2025: $10,2322025

Highlighted filing

2025

Revenue$33,974
Expenses$23,742
Net Income$10,232
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,964
Liabilities
$26,794
Net assets
$183,170
Revenue
$33,974
Expenses
$23,742
Net income
$10,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.10$0.27$1.83$0.34$0.24$0.10
2024Summary only. Only limited summary data is available for this year.$2.00$0.27$0.48$0.33$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.27$1.58$0.36$0.25$0.11
2022Summary only. Only limited summary data is available for this year.$1.74$0.27$0.42$0.24$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.27$1.28$0.43$0.25$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Sep 19, 2025
Return Version
2024v5.0
Gross Receipts
$48,829
Mission and Program Overview

Mission

The society exist to promote investment management oppurtunties in the buffalo area for cfa members. Networking events and seminars are held to help members connect with potential clients and connect with other proffesionals in building relationships.

The society exists to promote investment management oppurtunties in the buffalo area for cfa members. Networking events and seminars are held to help members connect with potential clients and connect with other proffesionals in building relationships.

Program Services

DescriptionGrantsExpenses
TO PROMOTE RELATIONSHIPS AND CONTACTS FOR CFAS IN THE BUFFALO AREA.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONCARLO CALLEAPresident-$0--
CHRIS HUGARVice Preside-$0--
JAMES GLOWNIASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Investment Rese$18,000$18,000$14,855$3,145
Total Events$18,000$18,000$14,855$3,145
Filing and Contact Details

Filer

Filer Name
Cfa Society of Buffalo Inc
EIN
20-5170662
Phone
7166333800
Address
100 CORPORATE PKWY SUITE 338, SNYDER, NY 14226

Signing Officer

Name
Joncarlo Callea
Title
President
Phone
7167837054
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
The Zlc Group Cpas LLC
Address
6529 E QUAKER STREET, ORCHARD PARK, NY 14127
Preparer
Daniel J Reino CPA
Phone
7166622161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 296 office expense 234 travel & meals 2,428 conferences and meetings 10,393 subscriptions 1,955 administrative support 7,425 licenses & registrations 491 total 23,222”

Form 990-ez, Part II, Line 26

“Due to parent cfa society 26,794 26,794”

Form 990-ez, Part III

“The society exists to promote investment management oppurtunties in the buffalo area for cfa members. Networking events and seminars are held to help members connect with potential clients and connect with other proffesionals in building relationships.”

Raw XML Appendix109 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRIS HUGAR
IRS990EZ/BooksInCareOfDetail/PhoneNum07166333800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CORPORATE PKWY SUITE 338
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SNYDER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0199732
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0209964
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010232
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0520
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209964
IRS990EZ/FundraisingGrossIncomeAmt018000
IRS990EZ/GrossReceiptsAmt048829
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04779
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0172938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0183170
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0172938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0183170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONCARLO CALLEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS HUGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES GLOWNIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023222
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY EXISTS TO PROMOTE INVESTMENT MANAGEMENT OPPURTUNTIES IN THE BUFFALO AREA FOR CFA MEMBERS. NETWORKING EVENTS AND SEMINARS ARE HELD TO HELP MEMBERS CONNECT WITH POTENTIAL CLIENTS AND CONNECT WITH OTHER PROFFESIONALS IN BUILDING RELATIONSHIPS.
IRS990EZ/ProgramServiceRevenueAmt026050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE RELATIONSHIPS AND CONTACTS FOR CFAS IN THE BUFFALO AREA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014855
IRS990EZ/SpecialEventsNetIncomeLossAmt03145
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt026794
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026794
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023742
IRS990EZ/TotalRevenueAmt033974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INVESTMENT RESE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03145
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 296 OFFICE EXPENSE 234 TRAVEL & MEALS 2,428 CONFERENCES AND MEETINGS 10,393 SUBSCRIPTIONS 1,955 ADMINISTRATIVE SUPPORT 7,425 LICENSES & REGISTRATIONS 491 TOTAL 23,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO PARENT CFA SOCIETY 26,794 26,794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY EXISTS TO PROMOTE INVESTMENT MANAGEMENT OPPURTUNTIES IN THE BUFFALO AREA FOR CFA MEMBERS. NETWORKING EVENTS AND SEMINARS ARE HELD TO HELP MEMBERS CONNECT WITH POTENTIAL CLIENTS AND CONNECT WITH OTHER PROFFESIONALS IN BUILDING RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONCARLO CALLEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07167837054
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF BUFFALO INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0205170662
ReturnHeader/Filer/PhoneNum07166333800
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CORPORATE PKWY SUITE 338
ReturnHeader/Filer/USAddress/CityNm0SNYDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474753799
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ZLC GROUP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06529 E QUAKER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORCHARD PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014127
ReturnHeader/PreparerPersonGrp/PhoneNum07166622161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J REINO CPA
ReturnHeader/ReturnTs02025-10-01T12:03:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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