Civic Intelligence

Cfa Society Philadelphia Inc

EIN 23-6395738 • 501(c)6 • Philadelphia, PA

Profile

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

1900 Market Street 8th FloorPhiladelphia, PA 19103

www.cfaphil.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.26x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.43x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-8.7%

Higher net margin than 15% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$191,323

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

8.7%

Faster revenue growth than 59% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,024,289

Up $64,408 (+6.7%) from 2024

Liabilities

Up

$269,197

Up $78,445 (+41%) from 2024

Net Assets

Down

$755,092

Down $14,037 (-1.8%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin15th percentile

Revenue

Up

$629,370

Up $50,286 (+8.7%) from 2024

Expenses

Up

$683,878

Up $66,673 (+11%) from 2024

Net Income

Down

-$54,508

Down $16,387 (-43%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $488,422Liabilities 2012: $0Net Assets 2012: $488,4222012Assets 2013: $527,543Liabilities 2013: $0Net Assets 2013: $527,5432013Assets 2014: $564,760Liabilities 2014: $0Net Assets 2014: $564,7602014Assets 2015: $628,738Liabilities 2015: $0Net Assets 2015: $628,7382015Assets 2016: $602,059Liabilities 2016: $0Net Assets 2016: $602,0592016Assets 2017: $587,304Liabilities 2017: $0Net Assets 2017: $587,3042017Assets 2018: $515,633Liabilities 2018: $0Net Assets 2018: $515,6332018Assets 2019: $612,944Liabilities 2019: $127,986Net Assets 2019: $484,9582019Assets 2020: $674,306Liabilities 2020: $104,137Net Assets 2020: $570,1692020Assets 2021: $829,669Liabilities 2021: $66,718Net Assets 2021: $762,9512021Assets 2022: $896,798Liabilities 2022: $141,993Net Assets 2022: $754,8052022Assets 2023: $870,162Liabilities 2023: $97,893Net Assets 2023: $772,2692023Assets 2024: $959,881Liabilities 2024: $190,752Net Assets 2024: $769,1292024Assets 2025: $1,024,289Liabilities 2025: $269,197Net Assets 2025: $755,0922025

Highlighted filing

2025

Assets$1,024,289
Liabilities$269,197
Net Assets$755,092
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $405,5882012Expenses 2013: $480,8042013Revenue 2014: $504,345Expenses 2014: $496,442Net Income 2014: $7,9032014Revenue 2015: $581,908Expenses 2015: $508,939Net Income 2015: $72,9692015Revenue 2016: $542,603Expenses 2016: $565,396Net Income 2016: -$22,7932016Revenue 2017: $549,611Expenses 2017: $584,017Net Income 2017: -$34,4062017Revenue 2018: $573,350Expenses 2018: $655,708Net Income 2018: -$82,3582018Revenue 2019: $755,997Expenses 2019: $714,450Net Income 2019: $41,5472019Revenue 2020: $634,587Expenses 2020: $547,244Net Income 2020: $87,3432020Revenue 2021: $501,211Expenses 2021: $387,111Net Income 2021: $114,1002021Revenue 2022: $591,832Expenses 2022: $543,313Net Income 2022: $48,5192022Revenue 2023: $593,332Expenses 2023: $615,440Net Income 2023: -$22,1082023Revenue 2024: $579,084Expenses 2024: $617,205Net Income 2024: -$38,1212024Revenue 2025: $629,370Expenses 2025: $683,878Net Income 2025: -$54,5082025

Highlighted filing

2025

Revenue$629,370
Expenses$683,878
Net Income-$54,508
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,024,289
Liabilities
$269,197
Net assets
$755,092
Revenue
$629,370
Expenses
$683,878
Net income
-$54,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.27$0.76$0.63$0.68$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.19$0.77$0.58$0.62$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.10$0.77$0.59$0.62$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.14$0.75$0.59$0.54$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.76$0.50$0.39$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.57$0.63$0.55$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.13$0.48$0.76$0.71$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.57$0.66$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.55$0.58$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.54$0.57$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.58$0.51$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.50$0.50$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Gross Receipts
$629,370
Mission and Program Overview

Mission

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Career advancement of professionals

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$489,130$560,609▲ $71,479
Cash and Non-Interest-Bearing Accounts$381,791$264,177▼ $117,614
Accounts Receivable$4,219$101,456▲ $97,237
Prepaid Expenses and Deferred Charges$25,850$54,338▲ $28,488
Land, Buildings, and Equipment, Net$1,698$995▼ $703
Total Assets$959,881$1,024,289▲ $64,408
Other Assets Total$57,193$42,714▼ $14,479
Liabilities
Deferred Revenue$91,115$189,850▲ $98,735
Other Liabilities$62,720$48,894▼ $13,826
Accounts Payable and Accrued Expenses$36,917$30,453▼ $6,464
Total Liabilities$190,752$269,197▲ $78,445
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$489,129$755,092▲ $265,963
Net Assets With Donor Restrictions$280,000$0▼ $280,000
Total Net Assets Fund Balance$769,129$755,092▼ $14,037
Total Liabilities and Net Assets / Fund Balance$959,881$1,024,289▲ $64,408

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$995$1,113$2,108
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peter ConnersExecutive DirectorFT$191,323$191,323

Board Members and Trustees

NameTitle
Melissa NovakGovernance Committee Co-chair
Sean HeberlingGovernance Committee Co-chair
ANDREW D'AMICOOutreach Committee Chair
Aaron FilbeckPrograms Committee Chair
Beth StoneWOMEN'S LEADERSHIP INITIATIVE CHAIR
Floyd SimpsonImmediate Past President
Rich JakotowiczPresident
Leslie TheodosopoulosVice President
Lara CovielloVice President, Finance & Audit Committee
Robert NortonPrograms Committee
Bill HaganSecretary
Michael NeelyTreasurer
Brian LauzonWealth Management Committe
Revenue and Support

Revenue Composition

Contributions and Grants
$353,829
Program Service Revenue
$250,128
Investment Income
$25,413
Other Revenue
$0
All Other Contributions
$58,650
Change in Net Assets
$-54,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$629,370
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$40,471
Total Revenue per Audited Statements
$669,841
Total Revenue per Form 990
$629,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$392,990
Salaries, Compensation, and Employee Benefits$290,888
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$235,929
Current Officers, Directors, Trustees, and Key Employees---$196,194
Fees for Services Management---$57,710
Other Salaries and Wages---$56,256
Travel---$25,523
Other Employee Benefits---$19,606
Office Expenses---$18,931
Payroll Taxes---$18,832
Fees for Services Accounting---$18,412
Occupancy---$9,786
Fees for Services Other---$8,219
Advertising---$7,250
Insurance---$2,496
Depreciation Depletion---$703
Other Expenses---$363
Total Functional Expenses$0$0$0$683,878

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$683,878
Total Expenses per Audited Statements$683,878
Total Expenses per Form 990$683,878
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$48,894
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members”

Form 990, Part VI, Section A, Line 7A

“The board of directors establishes the policies governing the conduct of elections at the annual meetings. Members elect the number of directors as necessary to fill vacancies of directors whose terms expire as of such meeting.”

Form 990, Part VI, Section B, Line 11B

“Electronic draft copies are sent to the executive director of the association for dissemination to the board of directors with written instructions to review and approve the form in accordance with irs regulations. Written comments and questions by the board, if any, are sent to the accountant for responses. Otherwise, each board member signs off on the written instruction sheet that they approve of form 990 as prepared.”

Form 990, Part VI, Section B, Line 12C

“Members of the board are required to sign a document stating that they have no conflicts of interest between them and any outside parties that would diminish their capacity to serve. This procedure is done on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Any member of the general public may appear at the management offices of the association and request to inspect copies of the association governing documents, conflict of interest policy, financial statements, or form 990.”

Filing and Contact Details

Filer

Filer Name
Cfa Society Philadelphia Inc
EIN
23-6395738
Phone
2153204980
Address
1900 MARKET STREET 8TH FLOOR, PHILADELPHIA, PA 19103

Signing Officer

Name
Peter M Conners
Title
Executive Director
Phone
2153204980
Signed
2025-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter M Conners
Formed
1943
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
13

Preparer

Firm
Kreischer Miller
Address
100 WITMER ROAD SUITE 350, HORSHAM, PA 19044-2369
Preparer
Katie O Galaska
Phone
2154414600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The society has been recognized by the internal revenue service as a not-for-profit corporation as described in section 501(c)(6) of the internal revenue code (irc) and is exempt from federal income taxes pursuant to section 501(a) of the irc. No provision for income taxes has been reflected in the accompanying financial statements. For the years ended june 30, 2025 and 2024, the society did not identify any uncertain tax positions taken or expected to be taken, which would require adjustment to or disclosure in the financial statements. The society is potentially subject to federal, state, and local examinations for years subsequent to june 30, 2022.”

Raw XML AppendixShowing 400 of 421 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.

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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0629370
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02496
IRS990/InvestmentIncomeGrp/ExclusionAmt025413
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025413
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0489130
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0560609
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01113
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01698
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0995
IRS990/LandBldgEquipCostOrOtherBssAmt02108
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0295179
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0769129
IRS990/NetAssetsOrFundBalancesEOYAmt0755092
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040471
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0489129
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0755092
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt09786
IRS990/OfficeExpensesGrp/TotalAmt018931
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt057193
IRS990/OtherAssetsTotalGrp/EOYAmt042714
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019606
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/TotalAmt07668
IRS990/OtherExpensesGrp/TotalAmt1363
IRS990/OtherLiabilitiesGrp/BOYAmt062720
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IRS990/OtherSalariesAndWagesGrp/TotalAmt056256
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt018832
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054338
IRS990/PrincipalOfficerNm0PETER M CONNERS
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CFA INSTITUTE
IRS990/ProgramServiceRevenueGrp/Desc1CFA REVIEW COURSE
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM AND EVENT REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0141371
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt184593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt224164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt184593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt224164
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0341805
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022123
IRS990/PYOtherExpensesAmt0333709
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0215156
IRS990/PYRevenuesLessExpensesAmt0-38121
IRS990/PYSalariesCompEmpBnftPaidAmt0283496
IRS990/PYTotalExpensesAmt0617205
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0579084
IRS990/ReconcilationRevenueExpnssAmt0-54508
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0250128
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0995
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01113
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02108
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0683878
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt040471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt040471
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0629370
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THE SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0995
IRS990ScheduleD/TotalExpensesPerForm990Amt0683878
IRS990ScheduleD/TotalLiabilityAmt048894
IRS990ScheduleD/TotalRevenuePerForm990Amt0629370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0669841
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0683878
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0191323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER CONNERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0191323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS AT THE ANNUAL MEETINGS. MEMBERS ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE AS OF SUCH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE ASSOCIATION FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY, ARE SENT TO THE ACCOUNTANT FOR RESPONSES. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET THAT THEY APPROVE OF FORM 990 AS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINISH THEIR CAPACITY TO SERVE. THIS PROCEDURE IS DONE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY MEMBER OF THE GENERAL PUBLIC MAY APPEAR AT THE MANAGEMENT OFFICES OF THE ASSOCIATION AND REQUEST TO INSPECT COPIES OF THE ASSOCIATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, OR FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0959881
IRS990/TotalAssetsGrp/EOYAmt01024289
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0353829
IRS990/TotalEmployeeCnt02
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0269197
IRS990/TotalLiabilitiesGrp/BOYAmt0190752
IRS990/TotalLiabilitiesGrp/EOYAmt0269197
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0769129
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0755092
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0405936
IRS990/TotalProgramServiceRevenueAmt0250128
IRS990/TotalReportableCompFromOrgAmt0191323
IRS990/TotalRevenueGrp/ExclusionAmt025413
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0250128
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0629370
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0959881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01024289
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt025523
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01900 MARKET STREET 8TH FLOOR
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019103
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.CFAPHIL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M CONNERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02153204980
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY PHILADELPHIA INC

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