Civic Intelligence

Cfa Society Providence

EIN 23-7069442 • 501(c)6 • Providence, RI

Profile

Local chapter of the cfa institute. Founded in 1947, cfa society providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.

PO Box 41027Providence, RI 02940

www.cfasociety.org/PROVIDENCE

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 2021

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$196,526

Up $31,268 (+19%) from 2023

Liabilities

Down

$0

Down $14,250 (-100%) from 2023

Net Assets

Up

$196,526

Up $45,518 (+30%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin81st percentile

Revenue

Down

$57,872

Down $2,895 (-4.8%) from 2023

Expenses

Down

$46,830

Down $30,764 (-40%) from 2023

Net Income

Up

$11,042

Up $27,869 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$200K$150K$100K$50K$0Assets 2015: $72,882Liabilities 2015: $0Net Assets 2015: $72,8822015Assets 2016: $66,877Liabilities 2016: $0Net Assets 2016: $66,8772016Assets 2017: $77,296Liabilities 2017: $0Net Assets 2017: $77,2962017Assets 2018: $82,505Liabilities 2018: $0Net Assets 2018: $82,5052018Assets 2019: $109,313Liabilities 2019: $0Net Assets 2019: $109,3132019Assets 2020: $126,054Liabilities 2020: $0Net Assets 2020: $126,0542020Assets 2021: $136,372Liabilities 2021: $0Net Assets 2021: $136,3722021Assets 2022: $161,477Liabilities 2022: $5,250Net Assets 2022: $156,2272022Assets 2023: $165,258Liabilities 2023: $14,250Net Assets 2023: $151,0082023Assets 2024: $196,526Liabilities 2024: $0Net Assets 2024: $196,5262024

Highlighted filing

2024

Assets$196,526
Liabilities$0
Net Assets$196,526
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2015: $38,528Expenses 2015: $51,639Net Income 2015: -$13,1112015Revenue 2016: $34,841Expenses 2016: $40,104Net Income 2016: -$5,2632016Revenue 2017: $45,659Expenses 2017: $42,174Net Income 2017: $3,4852017Revenue 2018: $35,058Expenses 2018: $36,640Net Income 2018: -$1,5822018Revenue 2019: $76,510Expenses 2019: $55,743Net Income 2019: $20,7672019Revenue 2020: $69,606Expenses 2020: $52,865Net Income 2020: $16,7412020Revenue 2021: $50,401Expenses 2021: $40,083Net Income 2021: $10,3182021Revenue 2022: $65,677Expenses 2022: $64,996Net Income 2022: $6812022Revenue 2023: $60,767Expenses 2023: $77,594Net Income 2023: -$16,8272023Revenue 2024: $57,872Expenses 2024: $46,830Net Income 2024: $11,0422024

Highlighted filing

2024

Revenue$57,872
Expenses$46,830
Net Income$11,042
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$196,526
Liabilities
$0
Net assets
$196,526
Revenue
$57,872
Expenses
$46,830
Net income
$11,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.58$0.47$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.14$1.51$0.61$0.78$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.05$1.56$0.66$0.65$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.50$0.40$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.70$0.53$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.77$0.56$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.35$0.37$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.46$0.42$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.35$0.40$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.39$0.52$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$57,872
Mission and Program Overview

Mission

Local chapter of the CFA Institute. Founded in 1947, CFA Society Providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.

Program Services

DescriptionGrantsExpenses
HOST MONTHLY EDUCATION PROGRAMS FOR CFA INSTITUTE MEMBERS AND GUESTS, AIMED AT INVESTMENT DECISIONS AND ETHICAL STANDARDS IN THE FINANCIAL INDUSTRY.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN ARRUDABoard Member-$0--
LIU WANGBoard Member-$0--
ALFONSO CUMPLIDOBoard Member-$0--
DANIEL PINHEIROBoard Member-$0--
JUSTIN MAISTROWPresident-$0--
JAMISON MILLERVice President And Secretary-$0--
MARCIN KROLIKOWSKIBoard Member-$0--
TOLU AKRINRIMISITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Providence
EIN
23-7069442
Phone
5084157078
Address
PO BOX 41027, PROVIDENCE, RI 02940

Signing Officer

Name
Justin Maistrow
Title
President
Phone
5084157078
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mullen Scorpio Cerilli
Address
67 CEDAR STREET, PROVIDENCE, RI 02903
Preparer
Anthony W Scorpio
Phone
4017513860
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 3,785.”

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

“Description: program expenses. Amount: 25,964. Description: travel. Amount: 5,174. Description: office. Amount: 2,099. Total to form 990-ez, line 16: 33,237.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains/losses. Amount: 34,476.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 14,250. End of year amount: 0.”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PROVIDENCE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN ARRUDA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
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IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CHAPTER OF THE CFA INSTITUTE. FOUNDED IN 1947, CFA SOCIETY PROVIDENCE TODAY ARRANGES PRESENTATIONS BY CORPORATE LEADERS, INDUSTRY EXPERTS, AND OTHER EDUCATIONAL SPEAKERS FOR THE BENEFIT OF ITS MEMBERS. MEMBERSHIP CONSISTS OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, EDUCATORS AND OTHER PROFESSIONALS INVOLVED IN THE FIELD OF INVESTMENTS.
IRS990EZ/ProgramServiceRevenueAmt017405
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IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/PROVIDENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 25,964. DESCRIPTION: TRAVEL. AMOUNT: 5,174. DESCRIPTION: OFFICE. AMOUNT: 2,099. TOTAL TO FORM 990-EZ, LINE 16: 33,237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 34,476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 14,250. END OF YEAR AMOUNT: 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN MAISTROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05084157078
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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ReturnHeader/Filer/EIN0237069442
ReturnHeader/Filer/PhoneNum05084157078
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ReturnHeader/PreparerPersonGrp/PhoneNum04017513860
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY W SCORPIO
ReturnHeader/ReturnTs02025-05-15T13:47:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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