Civic Intelligence

Cfa Society of Cincinnati Inc

EIN 23-7094427 • 501(c)6 • Cincinnati, OH

Profile

Cfa society cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.

4010 Executive Park Drive Suite 100Cincinnati, OH 45241

www.cfasociety.org/CINCINNATI

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

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

66th percentile

7.5%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$355,388

Up $24,753 (+7.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$355,388

Up $24,753 (+7.5%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin81st percentile

Revenue

Down

$121,258

Down $17,293 (-12%) from 2024

Expenses

Down

$96,505

Down $51,591 (-35%) from 2024

Net Income

Up

$24,753

Up $34,298 (+359%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2011: $146,757Net Assets 2011: $146,7572011Assets 2012: $186,372Net Assets 2012: $186,3722012Assets 2013: $225,184Net Assets 2013: $225,1842013Assets 2014: $251,415Net Assets 2014: $251,4152014Assets 2015: $243,716Net Assets 2015: $243,7162015Assets 2016: $283,797Net Assets 2016: $283,7972016Assets 2017: $308,337Net Assets 2017: $308,3372017Assets 2018: $321,632Net Assets 2018: $321,6322018Assets 2019: $347,635Net Assets 2019: $347,6352019Assets 2020: $375,959Net Assets 2020: $375,9592020Assets 2021: $428,110Net Assets 2021: $428,1102021Assets 2022: $377,044Net Assets 2022: $377,0442022Assets 2023: $340,180Liabilities 2023: $0Net Assets 2023: $340,1802023Assets 2024: $330,635Liabilities 2024: $0Net Assets 2024: $330,6352024Assets 2025: $355,388Liabilities 2025: $0Net Assets 2025: $355,3882025

Highlighted filing

2025

Assets$355,388
Liabilities$0
Net Assets$355,388
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$100K$0-$100KRevenue 2011: $95,458Expenses 2011: $59,101Net Income 2011: $36,3572011Revenue 2012: $94,443Expenses 2012: $54,828Net Income 2012: $39,6152012Revenue 2013: $97,059Expenses 2013: $58,247Net Income 2013: $38,8122013Revenue 2014: $79,304Expenses 2014: $53,072Net Income 2014: $26,2322014Revenue 2015: $84,095Expenses 2015: $91,794Net Income 2015: -$7,6992015Revenue 2016: $95,212Expenses 2016: $55,131Net Income 2016: $40,0812016Revenue 2017: $97,771Expenses 2017: $73,231Net Income 2017: $24,5402017Revenue 2018: $99,130Expenses 2018: $85,835Net Income 2018: $13,2952018Revenue 2019: $119,708Expenses 2019: $95,043Net Income 2019: $24,6652019Revenue 2020: $96,172Expenses 2020: $67,864Net Income 2020: $28,3082020Revenue 2021: $105,027Expenses 2021: $52,876Net Income 2021: $52,1512021Revenue 2022: $103,331Expenses 2022: $154,397Net Income 2022: -$51,0662022Revenue 2023: $80,067Expenses 2023: $116,931Net Income 2023: -$36,8642023Revenue 2024: $138,551Expenses 2024: $148,096Net Income 2024: -$9,5452024Revenue 2025: $121,258Expenses 2025: $96,505Net Income 2025: $24,7532025

Highlighted filing

2025

Revenue$121,258
Expenses$96,505
Net Income$24,753
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,388
Liabilities
$0
Net assets
$355,388
Revenue
$121,258
Expenses
$96,505
Net income
$24,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$1.21$0.97$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$1.39$1.48$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.80$1.17$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.77$3.77$1.03$1.54$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.28$4.28$1.05$0.53$0.52
2020Detailed filing. Detailed filing data is available for this year.$3.76$3.76$0.96$0.68$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.48$3.48$1.20$0.95$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.99$0.86$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.08$3.08$0.98$0.73$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.95$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.84$0.92$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.51$2.51$0.79$0.53$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$2.25$0.97$0.58$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.86$0.94$0.55$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.95$0.59$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 30, 2025
Return Version
2024v5.2
Gross Receipts
$121,258
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.

Cfa society cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.

Program Services

DescriptionGrantsExpenses
PROGRAMMING COMMITTEE ONCE AGAIN DELIVERED AN IMPRESSIVE LINEUP OF EVENTS - VARIED IN BOTH CONTENT AND FORMAT - THAT DREW EXCELLENT PARTICIPATION AND STRONG FEEDBACK. ATTENDANCE REMAINED HIGH THROUGHOUT THE YEAR, AND OUR CONTINUED COLLABORATION WITH THE FPA OF SOUTHWESTERN OHIO PROVED TO BE A VALUABLE PARTNERSHIP FOR BOTH COMMUNITIES.$0$0
THE REVIVED MEMBER GOLF OUTING CONTINUED ITS SUCCESS, AND THE PAST PRESIDENTS' GATHERING - REIMAGINED AS A CASUAL HAPPY HOUR WITH HORS D'OEVRES - AGAIN EXCEEDED EXPECTATIONS. THESE EVENTS NOT ONLY FOSTERED COMMUNITY BUT ALSO STRENGTHENED COMMUNICATION BETWEEN OUR LEADERSHIP, PAST PRESIDENTS, AND MEMBER FIRMS, SUPPORTING THE ADVANCEMENT OF OUR STRATEGIC GOALS.$0$0
THE EDUCATION COMMITTEE CONTINUED TO EXPAND RELATIONSHIPS WITH LOCAL UNIVERSITIES - PARTICULARLY THE UNIVERSITY OF CINCINNATI, XAVIER UNIVERSITY, AND MIAMI UNIVERSITY - HELPING BUILD AWARENESS OF THE CFA CHARTER AND FOSTERING THE NEXT GENERATION OF FINANCE PROFESSIONALS. ENGAGEMENT AMONG STUDENT MEMBERS CONTINUES TO GROW, REFLECTING THE POSITIVE IMPACT OF OUR CAMPUS OUTREACH.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONIYA SHAHPresident-$0--
KEITH RENNEKAMP CFAVice President-$0--
NATHAN BAILEY CFAProgramming-$0--
CHAUNCEY JOYCETreasurer-$0--
TED PARCHMANBoard Member-$0--
TONY MILLANOBoard Member-$0--
KRISTEN RETTIGBoard Member-$0--
JUSTIN ELLISBoard Member-$0--
MIKE FRANKEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Cincinnati Inc
EIN
23-7094427
Phone
5135544811
Address
4010 EXECUTIVE PARK DRIVE SUITE 100, CINCINNATI, OH 45241

Signing Officer

Name
Carey Kruer Cfa
Title
Executive Director
Phone
5135544811
Signed
2025-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Atlas Cpas & Advisors Pllc
Address
1230 SPRINGFIELD PIKE, CINCINNATI, OH 45215
Preparer
Jennifer Boehm
Phone
5137714100
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 9,910.”

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

“Description: candidate recognition events. Amount: 8,376. Description: community sponsorships. Amount: 10,000. Description: mentorship program committee. Amount: 1,073. Description: wim committee expense. Amount: 4,852. Description: gen committee expenses. Amount: 4,874. Description: board expenses. Amount: 963. Description: gen board admin & travel. Amount: 276. Description: bank & cc fees. Amount: 672. Description: technology. Amount: 1,947. Description: gen operating expenses. Amount: 103. Description: food & beverage costs. Amount: 18,804. Description: audio visual. Amount: 2,275. Description: rental space. Amount: 2,424. Description: speaker fees. Amount: 1,739. Description: misc expenses. Amount: 49. Description: candidate education expenses. Amount: 116. Description: member value committee. Amount: 805. Total to form 990-ez, line 16: 59,348.”

Raw XML Appendix157 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SONIYA SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEITH RENNEKAMP CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATHAN BAILEY CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHAUNCEY JOYCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TED PARCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TONY MILLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN RETTIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUSTIN ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE FRANKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059348
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0319
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMMING COMMITTEE ONCE AGAIN DELIVERED AN IMPRESSIVE LINEUP OF EVENTS - VARIED IN BOTH CONTENT AND FORMAT - THAT DREW EXCELLENT PARTICIPATION AND STRONG FEEDBACK. ATTENDANCE REMAINED HIGH THROUGHOUT THE YEAR, AND OUR CONTINUED COLLABORATION WITH THE FPA OF SOUTHWESTERN OHIO PROVED TO BE A VALUABLE PARTNERSHIP FOR BOTH COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE REVIVED MEMBER GOLF OUTING CONTINUED ITS SUCCESS, AND THE PAST PRESIDENTS' GATHERING - REIMAGINED AS A CASUAL HAPPY HOUR WITH HORS D'OEVRES - AGAIN EXCEEDED EXPECTATIONS. THESE EVENTS NOT ONLY FOSTERED COMMUNITY BUT ALSO STRENGTHENED COMMUNICATION BETWEEN OUR LEADERSHIP, PAST PRESIDENTS, AND MEMBER FIRMS, SUPPORTING THE ADVANCEMENT OF OUR STRATEGIC GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE EDUCATION COMMITTEE CONTINUED TO EXPAND RELATIONSHIPS WITH LOCAL UNIVERSITIES - PARTICULARLY THE UNIVERSITY OF CINCINNATI, XAVIER UNIVERSITY, AND MIAMI UNIVERSITY - HELPING BUILD AWARENESS OF THE CFA CHARTER AND FOSTERING THE NEXT GENERATION OF FINANCE PROFESSIONALS. ENGAGEMENT AMONG STUDENT MEMBERS CONTINUES TO GROW, REFLECTING THE POSITIVE IMPACT OF OUR CAMPUS OUTREACH.
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt096505
IRS990EZ/TotalRevenueAmt0121258
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IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/CINCINNATI
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 9,910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CANDIDATE RECOGNITION EVENTS. AMOUNT: 8,376. DESCRIPTION: COMMUNITY SPONSORSHIPS. AMOUNT: 10,000. DESCRIPTION: MENTORSHIP PROGRAM COMMITTEE. AMOUNT: 1,073. DESCRIPTION: WIM COMMITTEE EXPENSE. AMOUNT: 4,852. DESCRIPTION: GEN COMMITTEE EXPENSES. AMOUNT: 4,874. DESCRIPTION: BOARD EXPENSES. AMOUNT: 963. DESCRIPTION: GEN BOARD ADMIN & TRAVEL. AMOUNT: 276. DESCRIPTION: BANK & CC FEES. AMOUNT: 672. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,947. DESCRIPTION: GEN OPERATING EXPENSES. AMOUNT: 103. DESCRIPTION: FOOD & BEVERAGE COSTS. AMOUNT: 18,804. DESCRIPTION: AUDIO VISUAL. AMOUNT: 2,275. DESCRIPTION: RENTAL SPACE. AMOUNT: 2,424. DESCRIPTION: SPEAKER FEES. AMOUNT: 1,739. DESCRIPTION: MISC EXPENSES. AMOUNT: 49. DESCRIPTION: CANDIDATE EDUCATION EXPENSES. AMOUNT: 116. DESCRIPTION: MEMBER VALUE COMMITTEE. AMOUNT: 805. TOTAL TO FORM 990-EZ, LINE 16: 59,348.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/PersonNm0CAREY KRUER CFA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05135544811
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF CINCINNATI INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237094427
ReturnHeader/Filer/PhoneNum05135544811
ReturnHeader/Filer/USAddress/AddressLine1Txt04010 EXECUTIVE PARK DRIVE SUITE 100
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472544071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATLAS CPAS & ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 SPRINGFIELD PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum05137714100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER BOEHM
ReturnHeader/ReturnTs02025-12-11T16:23:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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