Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Cfa Society of Cincinnati Inc
990EZ • Fiscal year 2014 • EIN 23-7094427
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Up$251,415
Up $26,231 (+12%) from 2013
Net Assets
Up$251,415
Up $26,231 (+12%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$79,304
Down $17,755 (-18%) from 2013
Expenses
Down$53,072
Down $5,175 (-8.9%) from 2013
Net Income
Down$26,232
Down $12,580 (-32%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Jul 10, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $79,304
Mission and Program Overview
Mission
The cfa society of cincinnat, inc. Is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. They promote ethical and professional standards within the investment industry, encourage professional development through the cfa program, provide continuing education, facilitate the exchange of information and options among people within the local investment community and beyond. They work to further the public's understanding of the cfa designation and investment industry.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROFESSIONAL DEVELOPMENT ENCOURAGED THROUGH NETWORKING EVENTS AND CONTINUING EDUCATION. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| EDWARD R KURESMAN CFA | Past Preside | - | $0 | - | - |
| KEVIN WHELAN CFA | President | - | $0 | - | - |
| MICHELLE LAUX CFA | Treasurer | - | $0 | - | - |
| NATHAN BISHOP CFA | Director | - | $0 | - | - |
| MICHAEL JORDAN CFA | Director | - | $0 | - | - |
| NOLAN BEAN CFA | Director | - | $0 | - | - |
| STEPHANIE THOMAS CFA | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 23-7094427
Signing Officer
- Name
- Michael Jordan
- Title
- President
- Signed
- 2014-07-10
Preparer
- Preparer
- Mark Reder
- Phone
- 5137714100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses food & beverage expense 21,894 leadership conference exp 1,854 audio visual 1,985 meeting parking and mileage 800 research challenge competitio 5,112 gifts 668 bank and cc fees 589 board expense 875 rental space 500 state registration fee 100 total 34,377”
Form 990-ez, Part III
“The cfa society of cincinnat, inc. Is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. They promote ethical and professional standards within the investment industry, encourage professional development through the cfa program, provide continuing education, facilitate the exchange of information and options among people within the local investment community and beyond. They work to further the public's understanding of the cfa designation and investment industry.”
Raw XML Appendix122 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | EDWARD R KURESMAN CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | KEVIN WHELAN CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | MICHELLE LAUX CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | NATHAN BISHOP CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | MICHAEL JORDAN CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | NOLAN BEAN CFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | STEPHANIE THOMAS CFA |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | ASSOCIATION CONNECTIONS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5135544811 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 4010 EXECUTIVE PARK DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | CINCINNATI |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 45241 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 225183 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 251415 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 29343 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26232 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 17570 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 225183 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 251415 |
| IRS990EZ/GrossReceiptsAmt | 0 | 79304 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 25 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 28410 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 225183 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 251415 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 225183 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 251415 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| 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/PersonNm | 0 | EDWARD R KURESMAN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KEVIN WHELAN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHELLE LAUX CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | NATHAN BISHOP CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MICHAEL JORDAN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NOLAN BEAN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEPHANIE THOMAS CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34377 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE CFA SOCIETY OF CINCINNAT, INC. IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THEY PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, PROVIDE CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPTIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND. THEY WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1125 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 21526 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROFESSIONAL DEVELOPMENT ENCOURAGED THROUGH NETWORKING EVENTS AND CONTINUING EDUCATION. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 53072 |
| IRS990EZ/TotalRevenueAmt | 0 | 79304 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFACINCINNATI.ORG |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES FOOD & BEVERAGE EXPENSE 21,894 LEADERSHIP CONFERENCE EXP 1,854 AUDIO VISUAL 1,985 MEETING PARKING AND MILEAGE 800 RESEARCH CHALLENGE COMPETITIO 5,112 GIFTS 668 BANK AND CC FEES 589 BOARD EXPENSE 875 RENTAL SPACE 500 STATE REGISTRATION FEE 100 TOTAL 34,377 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CFA SOCIETY OF CINCINNAT, INC. IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THEY PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, PROVIDE CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPTIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND. THEY WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL JORDAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-07-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | CFA SOCIETY OF CINCINNATI INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAS |
| ReturnHeader/Filer/EIN | 0 | 237094427 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 4010 EXECUTIVE PARK DRIVE SUITE 100 |
| ReturnHeader/Filer/USAddress/City | 0 | CINCINNATI |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 45241 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 311340869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | SHELDON REDER CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1230 SPRINGFIELD PIKE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | CINCINNATI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 45215 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5137714100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-07-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARK REDER |
| ReturnHeader/ReturnTs | 0 | 2014-08-11T10:55:40-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $251,415
- Liabilities
- -
- Net assets
- $251,415
- Revenue
- $79,304
- Expenses
- $53,072
- Net income
- $26,232