Civic Intelligence

Cfa Society Cleveland

990EZ • Fiscal year 2016 • EIN 23-7065462

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.cfacleveland.org
24199 Lyman BlvdShaker Heights, OH 44122

(216) 696-8066

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

61st percentile

6.4%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$221,894

Up $12,766 (+6.1%) from 2015

Net Assets

Up

$221,894

Up $12,766 (+6.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$197,994

Down $1,633 (-0.8%) from 2015

Expenses

Up

$185,228

Up $24,964 (+16%) from 2015

Net Income

Down

$12,766

Down $26,597 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $81,553Net Assets 2010: $81,5532010Assets 2011: $99,271Net Assets 2011: $99,2712011Assets 2012: $120,440Net Assets 2012: $120,4402012Assets 2013: $156,715Net Assets 2013: $156,7152013Assets 2014: $169,765Net Assets 2014: $169,7652014Assets 2015: $209,128Net Assets 2015: $209,1282015Assets 2016: $221,894Net Assets 2016: $221,8942016Assets 2017: $225,601Net Assets 2017: $225,6012017Assets 2018: $256,465Net Assets 2018: $256,4652018Assets 2019: $283,861Net Assets 2019: $283,8612019Assets 2020: $299,201Net Assets 2020: $299,2012020Assets 2021: $358,724Net Assets 2021: $358,7242021Assets 2022: $357,884Net Assets 2022: $357,8842022Assets 2023: $354,390Net Assets 2023: $354,3902023Assets 2024: $364,796Net Assets 2024: $364,7962024

Highlighted filing

2016

Assets$221,894
Liabilities-
Net Assets$221,894
Open 2016 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $116,525Expenses 2010: $132,148Net Income 2010: -$15,6232010Revenue 2011: $142,082Expenses 2011: $124,364Net Income 2011: $17,7182011Revenue 2012: $131,605Expenses 2012: $110,436Net Income 2012: $21,1692012Revenue 2013: $170,550Expenses 2013: $134,275Net Income 2013: $36,2752013Revenue 2014: $198,585Expenses 2014: $185,535Net Income 2014: $13,0502014Revenue 2015: $199,627Expenses 2015: $160,264Net Income 2015: $39,3632015Revenue 2016: $197,994Expenses 2016: $185,228Net Income 2016: $12,7662016Revenue 2017: $164,851Expenses 2017: $161,144Net Income 2017: $3,7072017Revenue 2018: $197,323Expenses 2018: $166,459Net Income 2018: $30,8642018Revenue 2019: $198,690Expenses 2019: $171,294Net Income 2019: $27,3962019Revenue 2020: $198,139Expenses 2020: $182,799Net Income 2020: $15,3402020Revenue 2021: $162,287Expenses 2021: $102,764Net Income 2021: $59,5232021Revenue 2022: $199,116Expenses 2022: $199,956Net Income 2022: -$8402022Revenue 2023: $174,219Expenses 2023: $177,713Net Income 2023: -$3,4942023Revenue 2024: $189,830Expenses 2024: $179,424Net Income 2024: $10,4062024

Highlighted filing

2016

Revenue$197,994
Expenses$185,228
Net Income$12,766
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$197,994
Mission and Program Overview

Mission

See program service accomplishment 1

See Below

Program Services

DescriptionGrantsExpenses
Provide Investment-Related Programs and Services to the Members. Promote Excellence, Education, and Integrity in the Investment Mgmt. Profession--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Silvis CFAPresident-$0--
Matthew William Scullen CFAVice-President-$0--
Michael E Santelli CFATreasurer-$0--
Cindy NaceExecutive AdministratorPT$0--
Ben Sayer CFAMembership Chair-$0--
Nick Perini CFAProgramming Chair-$0--
Rank Dawson CFAAdvocacy Chair-$0--
Grant Guyuron CFAPublic Awareness Chair-$0--
Joe Milford CFACareer Services Chair-$0--
Carolyn Rains CFAEducation Chair-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Cleveland
EIN
23-7065462
Phone
2166968066
Address
24199 LYMAN BLVD, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Michael E Santelli
Title
Treasurer
Signed
2017-05-15
Discuss with paid preparer
No

Preparer

Preparer
Gwendolyn K Carlson CPA
Phone
4402853712
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 49,163”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 1,811”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program related luncheons, dinners, outings 73,220”

Form 990-EZ, Part I, Line 16, Other Expenses

“Advertising 1,125”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank/credit card fees 1,730”

Raw XML Appendix126 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/PersonNm0CFA SOCIETY CLEVELAND
IRS990EZ/BooksInCareOfDetail/PhoneNum02166968066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024199 LYMAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHAKER HTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0209128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0221894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012766
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0209128
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0221894
IRS990EZ/GrossReceiptsAmt0197994
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06431
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061325
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0209128
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0221894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0209128
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0221894
IRS990EZ/OccupancyRentUtltsAndMaintAmt018690
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Silvis CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matthew William Scullen CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael E Santelli CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cindy Nace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ben Sayer CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Nick Perini CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rank Dawson CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Grant Guyuron CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Joe Milford CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Carolyn Rains CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Administrator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Programming Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Advocacy Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Public Awareness Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Career Services Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Education Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0127049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Below
IRS990EZ/PrintingPublicationsPostageAmt03717
IRS990EZ/ProgramServiceRevenueAmt0130238
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Investment-Related Programs and Services to the Members. Promote Excellence, Education, and Integrity in the Investment Mgmt. Profession
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035397
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0185228
IRS990EZ/TotalRevenueAmt0197994
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cfacleveland.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 49,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program related luncheons, dinners, outings 73,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising 1,125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank/credit card fees 1,730
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E SANTELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY CLEVELAND
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237065462
ReturnHeader/Filer/PhoneNum02166968066
ReturnHeader/Filer/USAddress/AddressLine1Txt024199 LYMAN BLVD
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum04402853712
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWENDOLYN K CARLSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T06:37:45-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,894
Liabilities
-
Net assets
$221,894
Revenue
$197,994
Expenses
$185,228
Net income
$12,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$3.65$1.90$1.79$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$3.54$1.74$1.78$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$3.58$1.99$2.00$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$3.59$1.62$1.03$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.99$2.99$1.98$1.83$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$2.84$1.99$1.71$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$2.56$1.97$1.66$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$2.26$1.65$1.61$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.22$2.22$1.98$1.85$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.09$2.09$2.00$1.60$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.70$1.70$1.99$1.86$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.57$1.71$1.34$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$1.32$1.10$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.99$1.42$1.24$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.82$1.17$1.32$0.16