Civic Intelligence

Providence Society of Financial Analysts

990EZ • Fiscal year 2016 • EIN 23-7069442

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization Profilewww.cfasociety.org/providence/Pages/default.aspx
PO Box 41027Providence, RI 02940

(508) 789-4702

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

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

Liabilities / Revenue

46th percentile

0.00x

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

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

Net Margin

16th percentile

-15%

Higher net margin than 16% 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

29th percentile

-8.2%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

28th percentile

-9.6%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$66,877

Down $6,005 (-8.2%) from 2015

Net Assets

Down

$66,877

Down $6,005 (-8.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin16th percentile

Revenue

Down

$34,841

Down $3,687 (-9.6%) from 2015

Expenses

Down

$40,104

Down $11,535 (-22%) from 2015

Net Income

Up

-$5,263

Up $7,848 (+60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2016

Assets$66,877
Liabilities$0
Net Assets$66,877
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$34,841
Expenses$40,104
Net Income-$5,263
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$34,841
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.

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 Educational programs for CFA Institute members and guests, aimed at investment decisions and ethical standards in the financial industry.$0$36,958
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria PomerleauPresident-$0--
Sean McGuirkVice President-$0--
Brian PachecoTreasurer-$0--
Matthew WeldBoard Member-$0--
Paul MusarraBoard Member-$0--
John MatteraBoard Member-$0--
Lawrence WagnerBoard Member-$0--
Jonathan BurkeBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
CFA Society Providence
EIN
23-7069442
Phone
5087894702
Address
PO Box 41027, Providence, RI 02940

Signing Officer

Name
Brian Pacheco
Title
Treasurer
Phone
4019359180
Signed
2016-11-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Expenses for member luncheons, dinners, annual meeting, programming material, and travel reimbursement for officers.”

Form 990-EZ, Part I, Line 20

“Unrealized investment losses”

Raw XML Appendix145 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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ReturnHeader/ReturnTs02016-11-03T13:27:48-07:00
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
$66,877
Liabilities
$0
Net assets
$66,877
Revenue
$34,841
Expenses
$40,104
Net income
-$5,263
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