Civic Intelligence

Cfa Society Cleveland

EIN 23-7065462 • 501(c)6 • Shaker Heights, OH

Profile

See Below

24199 Lyman BlvdShaker Heights, OH 44122

www.cfacleveland.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$75,539

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

43%

Faster revenue growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$364,796

Up $10,406 (+2.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$364,796

Up $10,406 (+2.9%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin75th percentile

Revenue

Up

$189,830

Up $15,611 (+9.0%) from 2023

Expenses

Up

$179,424

Up $1,711 (+1.0%) from 2023

Net Income

Up

$10,406

Up $13,900 (+398%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$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

2024

Assets$364,796
Liabilities-
Net Assets$364,796
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$189,830
Expenses$179,424
Net Income$10,406
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,796
Liabilities
-
Net assets
$364,796
Revenue
$189,830
Expenses
$179,424
Net income
$10,406
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$189,830
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 Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy NaceExecutive DirectorFT$75,539-$75,539
Matt McLaughlin CFAPresident-$0--
Colby KraheVice-President-$0--
Suzana Vujasin CFATreasurer-$0--
Kevin Bales CFAMembership Chair-$0--
Sam Wass CFAProgramming Chair-$0--
Cindy Eng CFAEngagement Chair-$0--
Mike Grater CFACareer Services Chair-$0--
David Gossett CFAUniversity Outreach Chair-$0--
Cara Wood CFAWomens Advisory Committee Chair-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Suzana Vujasin
Title
Treasurer
Signed
2025-05-15
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 3,540”

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

“Supplies 318”

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

“Program related luncheons, dinners, outings 84,624”

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

“Advertising 5,509”

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

“Bank/credit card fees 1,413”

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

“Dues and subscriptions 1,316”

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

“Office equipment 518”

Raw XML Appendix136 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/BOYAmt0354390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0364796
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010406
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0354390
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0364796
IRS990EZ/GrossReceiptsAmt0189830
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08170
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0354390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0364796
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0354390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0364796
IRS990EZ/OccupancyRentUtltsAndMaintAmt05775
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/AverageHrsPerWkDevotedToPosRt9040.00
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/CompensationAmt975539
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matt McLaughlin CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Colby Krahe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Suzana Vujasin CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kevin Bales CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sam Wass CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cindy Eng CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mike Grater CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Gossett CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Cara Wood CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Cindy Nace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Programming Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Engagement Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Career Services Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7University Outreach Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Womens Advisory Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt097238
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Below
IRS990EZ/PrintingPublicationsPostageAmt072
IRS990EZ/ProgramServiceRevenueAmt0110760
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/SalariesOtherCompEmplBnftAmt075539
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0179424
IRS990EZ/TotalRevenueAmt0189830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cfacleveland.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 3,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program related luncheons, dinners, outings 84,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising 5,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank/credit card fees 1,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and subscriptions 1,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office equipment 518
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANA VUJASIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY CLEVELAND
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237065462
ReturnHeader/Filer/USAddress/AddressLine1Txt024199 LYMAN BLVD
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814796976
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/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWENDOLYN K CARLSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T04:50:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits