Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Providence Society of Financial Analysts
990EZ • Fiscal year 2017 • EIN 23-7069442
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Balance Sheet
Assets
Up$77,296
Up $10,419 (+16%) from 2016
Net Assets
Up$77,296
Up $10,419 (+16%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Up$45,659
Up $10,818 (+31%) from 2016
Expenses
Up$42,174
Up $2,070 (+5.2%) from 2016
Net Income
Up$3,485
Up $8,748 (+166%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Aug 21, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $45,659
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
| Description | Grants | Expenses |
|---|---|---|
| Host Monthly Educational programs for CFA Institute members and guests, aimed at investment decisions and ethical standards in the financial industry. | $0 | $40,430 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sean McGuirk | President | - | $0 | - | - |
| Brian Pacheco | Vice President | - | $0 | - | - |
| Daniel Pinheiro | Treasurer | - | $0 | - | - |
| Matthew Weld | Board Member | - | $0 | - | - |
| Victoria Pomerleau | Board Member | - | $0 | - | - |
| John Mattera | Board Member | - | $0 | - | - |
| Paul Mussara | Board Member | - | $0 | - | - |
| Jonathan Burke | Board Member | - | $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
- Daniel Pinheiro
- Title
- Treasurer
- Phone
- 5084157078
- Signed
- 2017-08-21
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 gains.”
Raw XML Appendix146 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/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Daniel Pinheiro |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5084157078 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 41027 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Providence |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | RI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02940 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 66877 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 77296 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3485 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 442 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 66877 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 77296 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 45659 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 36630 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 66877 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 77296 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 66877 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 77296 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Sean McGuirk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Brian Pacheco |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Daniel Pinheiro |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Matthew Weld |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Victoria Pomerleau |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | John Mattera |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Paul Mussara |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Jonathan Burke |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Board Member |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 6934 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 41419 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 313 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 9029 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Host Monthly Educational programs for CFA Institute members and guests, aimed at investment decisions and ethical standards in the financial industry. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 40430 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 42174 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 40430 |
| IRS990EZ/TotalRevenueAmt | 0 | 45659 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://www.cfasociety.org/providence/Pages/default.aspx |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Expenses for member luncheons, dinners, annual meeting, programming material, and travel reimbursement for officers. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Unrealized investment gains. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 20 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Daniel Pinheiro |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5084157078 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-08-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA Society Providence |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAS |
| ReturnHeader/Filer/EIN | 0 | 237069442 |
| ReturnHeader/Filer/PhoneNum | 0 | 5084157078 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 41027 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Providence |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | RI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02940 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 73.16.44.47 |
| ReturnHeader/ReturnTs | 0 | 2017-08-21T21:14:21-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
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.
- Assets
- $77,296
- Liabilities
- $0
- Net assets
- $77,296
- Revenue
- $45,659
- Expenses
- $42,174
- Net income
- $3,485