Civic Intelligence

Cfa Society Cleveland

990EZ • Fiscal year 2017 • EIN 23-7065462

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

49th percentile

2.2%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

1.7%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$225,601

Up $3,707 (+1.7%) from 2016

Net Assets

Up

$225,601

Up $3,707 (+1.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$164,851

Down $33,143 (-17%) from 2016

Expenses

Down

$161,144

Down $24,084 (-13%) from 2016

Net Income

Down

$3,707

Down $9,059 (-71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2017

Assets$225,601
Liabilities-
Net Assets$225,601
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$164,851
Expenses$161,144
Net Income$3,707
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$164,851
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew Scullen CFAPresident-$0--
Nick Perini CFAVice-President-$0--
Carolyn RainsTreasurer-$0--
Katie Sheehan CFAMembership Chair-$0--
Grant Guyuron CFAProgramming Chair-$0--
Michael McKeown CFAAdvocacy Chair-$0--
Ben Sayer CFAPublic Awareness Chair-$0--
Joe Milford CFACareer Services Chair-$0--
Rank Dawson 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
Carolyn Rains
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Gwendolyn K Carlson CPA LLC
Address
213 S HAMBDEN ST, CHARDON, OH 44024
Preparer
Gwendolyn K Carlson CPA
Phone
4402853712
Supplemental Narrative

Additional Explanations

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

“Conferences, conventions, and meetings 12,381”

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

“Supplies 1,401”

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

“Program related luncheons, dinners, outings 72,012”

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

“Advertising 960”

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

“Bank/credit card fees 1,461”

Raw XML Appendix133 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/BOYAmt0221894
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0225601
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03707
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0221894
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0225601
IRS990EZ/GrossReceiptsAmt0164851
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04444
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061253
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0221894
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225601
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0221894
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0225601
IRS990EZ/OccupancyRentUtltsAndMaintAmt029269
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
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/PersonNm0Matthew Scullen CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nick Perini CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Rains
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Sheehan CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Grant Guyuron CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael McKeown CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ben Sayer CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Joe Milford CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Rank Dawson CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Programming Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Advocacy Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Public Awareness Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Career Services Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Education Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt088215
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Below
IRS990EZ/PrintingPublicationsPostageAmt08208
IRS990EZ/ProgramServiceRevenueAmt099154
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/SalariesOtherCompEmplBnftAmt035452
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0161144
IRS990EZ/TotalRevenueAmt0164851
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cfacleveland.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 12,381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program related luncheons, dinners, outings 72,012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising 960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank/credit card fees 1,461
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN RAINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07FA3D27C0AEB490D12D776C46D2255084E9F5333
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FA3D27C0AEB490D12D776C46D2255084E9F5333
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.21.78.13
ReturnHeader/FilingSecurityInformation/IPDt02018-05-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm001:12:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GWENDOLYN K CARLSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 S HAMBDEN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044024
ReturnHeader/PreparerPersonGrp/PhoneNum04402853712
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWENDOLYN K CARLSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T09:13:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,601
Liabilities
-
Net assets
$225,601
Revenue
$164,851
Expenses
$161,144
Net income
$3,707
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
2017Detailed filing. Detailed filing data is available for this year.$2.26$2.26$1.65$1.61$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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