Civic Intelligence

Cfa Society of Pittsburgh

EIN 25-1421153 • 501(c)6 • Pittsburgh, PA

Profile

The mission of the society of pittsburgh is to lead the regional investment profession by providing educational and career development opportunities for financial professionals,the community and students. The society pursues this mission by actively promoting ethical and professional standards within the investment industry, encouraging professional development through the chartered financial analyst (cfa) program, and by facilitating the open exchange of information and opinions through various types of events.

PO Box 1212Pittsburgh, PA 15230-1212

www.cfasociety.org/PITTSBURGH

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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.3%

Higher net margin than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$357,302

Up $5,708 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$357,302

Up $5,708 (+1.6%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin51st percentile

Revenue

Up

$179,116

Up $43,026 (+32%) from 2023

Expenses

Up

$176,826

Up $83,116 (+89%) from 2023

Net Income

Down

$2,290

Down $40,090 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2010: $23,972Liabilities 2010: $0Net Assets 2010: $23,9722010Assets 2012: $47,846Liabilities 2012: $0Net Assets 2012: $47,8462012Assets 2013: $65,325Liabilities 2013: $0Net Assets 2013: $65,3252013Assets 2014: $76,848Liabilities 2014: $0Net Assets 2014: $76,8482014Assets 2015: $83,248Liabilities 2015: $0Net Assets 2015: $83,2482015Assets 2016: $112,664Liabilities 2016: $0Net Assets 2016: $112,6642016Assets 2017: $158,579Liabilities 2017: $0Net Assets 2017: $158,5792017Assets 2018: $183,523Liabilities 2018: $0Net Assets 2018: $183,5232018Assets 2019: $224,666Liabilities 2019: $0Net Assets 2019: $224,6662019Assets 2020: $262,285Liabilities 2020: $0Net Assets 2020: $262,2852020Assets 2021: $306,366Liabilities 2021: $0Net Assets 2021: $306,3662021Assets 2022: $301,319Liabilities 2022: $0Net Assets 2022: $301,3192022Assets 2023: $351,594Liabilities 2023: $0Net Assets 2023: $351,5942023Assets 2024: $357,302Liabilities 2024: $0Net Assets 2024: $357,3022024

Highlighted filing

2024

Assets$357,302
Liabilities$0
Net Assets$357,302
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0Revenue 2010: $52,780Expenses 2010: $39,195Net Income 2010: $13,5852010Revenue 2012: $67,725Expenses 2012: $55,672Net Income 2012: $12,0532012Revenue 2013: $89,385Expenses 2013: $71,906Net Income 2013: $17,4792013Revenue 2014: $85,866Expenses 2014: $74,343Net Income 2014: $11,5232014Revenue 2015: $130,300Expenses 2015: $123,900Net Income 2015: $6,4002015Revenue 2016: $152,251Expenses 2016: $122,835Net Income 2016: $29,4162016Revenue 2017: $164,296Expenses 2017: $118,381Net Income 2017: $45,9152017Revenue 2018: $160,311Expenses 2018: $135,367Net Income 2018: $24,9442018Revenue 2019: $210,686Expenses 2019: $169,543Net Income 2019: $41,1432019Revenue 2020: $142,171Expenses 2020: $104,552Net Income 2020: $37,6192020Revenue 2021: $87,186Expenses 2021: $43,105Net Income 2021: $44,0812021Revenue 2022: $109,073Expenses 2022: $100,349Net Income 2022: $8,7242022Revenue 2023: $136,090Expenses 2023: $93,710Net Income 2023: $42,3802023Revenue 2024: $179,116Expenses 2024: $176,826Net Income 2024: $2,2902024

Highlighted filing

2024

Revenue$179,116
Expenses$176,826
Net Income$2,290
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$357,302
Liabilities
$0
Net assets
$357,302
Revenue
$179,116
Expenses
$176,826
Net income
$2,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$1.79$1.77$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$1.36$0.94$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$1.09$1.00$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$0.87$0.43$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$1.42$1.05$0.38
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$2.11$1.70$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$1.60$1.35$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.64$1.18$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$1.52$1.23$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.30$1.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.86$0.74$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.89$0.72$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.68$0.56$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.53$0.39$0.14
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
$179,116
Mission and Program Overview

Mission

The mission of the cfa society of pittsburgh is to serve our membership and investor community by fostering educational and career development, professional resources and networking opportunities.

The mission of the society of pittsburgh is to lead the regional investment profession by providing educational and career development opportunities for financial professionals,the community and students. The society pursues this mission by actively promoting ethical and professional standards within the investment industry, encouraging professional development through the chartered financial analyst (cfa) program, and by facilitating the open exchange of information and opinions through various types of events.

Program Services

DescriptionGrantsExpenses
ANNUAL MEETING AND VARIOUS NETWORKING EVENTS TO ALLOW PROFESSIONALS TO DISCUSS CURRENT CHALLENGES, CURRENT OUTLOOK AND STRATEGIES FOR THE PROFESSION. INCLUDES FINANCIAL PLANNING STRATEGIES, COMPETITIONS,AN ANNUAL MEETING AND INVESTMENT CHALLENGE RESEARCH AND VARIOUS SOCIAL AND EDUCATIONAL MEETINGS THROUGH OUT THE YEAR.$0$40,218
AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS.$0$21,570
MEETINGS AND EVENTS TO ALLOW FINANCIAL PROFESSIONALS TO LEARN ABOUT LEADERSHIP NEEDS AND SKILLS NEEDED TO SUCCEED IN THEIR PROFESSION. THERE IS A EMERGING LEADER CONFERENCE WHICH IS FOLLOWED UP WITH NETWORKING AND SOCIAL MEETINGS TO MENTOR AND GUIDE UPCOMING PROFESSIONALS AND ASSIST THE SEASONED PROFESSIONAL.$0$15,386
A FINANCIAL LITERACY PROGRAM EXISTS FOR MEMBERS AND POTENTIAL INVESTMENT PROFESSIONALS BY SPONSORING LOCAL COMPETITIONS,OUTREACH PROGRAMS AND AN EMERGING LEADERS GROUP FOR THE NEWEST MEMBERS OF THE PROFESSION. GOAL IS ACCOMPLISHED THROUGH EVENTS, MEETINGS AND CAREER FAIRS.$0$14,951
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC FENCILCo-President-$0--
STEVEN MILLERVice President-$0--
NICHOLAS FINDLEYTreasurer-$0--
DINA MUTHSecretary-$0--
GENE NATALI JRBoard Member-$0--
JASON PETTNERBoard Member-$0--
JOSPEH ARTUSOBoard Member-$0--
JIM HERRINGTONBoard Member-$0--
PIETER VAN DE KEERBoard Member-$0--
PATRICK STROLLOBoard Member-$0--
JODY MADALACo President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Pittsburgh
EIN
25-1421153
Phone
8145736535
Address
PO BOX 1212, PITTSBURGH, PA 15230-1212

Signing Officer

Name
Philip H Bartels Cfa
Title
Treasurer
Phone
8145736535
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Brunner Blackstone & Assoc Pc
Address
401 SMITH DRIVE SUITE 140, CRANBERRY TWP, PA 16066-4132
Preparer
Eleanor a Wagner CPA
Phone
7247761099
Supplemental Narrative

Additional Explanations

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

“Description: interest income on money market account. Amount: 3,957. Description: dividend income on brokerage account. Amount: 8,162. Total included on form 990-ez, line 4: 12,119.”

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

“Description: advertising and marketing. Amount: 577. Description: networking/outreach. Amount: 10,390. Description: miscellaneous. Amount: 16,710. Description: financial program meeting and event expenses. Amount: 92,126. Total to form 990-ez, line 16: 119,803.”

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

“Description: unrealized gains and losses on investments carried at fmv. Amount: 3,418.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investment in securities at fair market value. Beg. Of year amount: 164,047. End of year amount: 175,627.”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum08145736535
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0187547
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IRS990EZ/GrossReceiptsAmt0179116
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt012119
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt066431
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0351594
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC FENCIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICHOLAS FINDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DINA MUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GENE NATALI JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JASON PETTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSPEH ARTUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM HERRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PIETER VAN DE KEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PATRICK STROLLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JODY MADALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CO PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt0119803
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS.
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IRS990EZ/ProgramServiceRevenueAmt011735
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS AND EVENTS TO ALLOW FINANCIAL PROFESSIONALS TO LEARN ABOUT LEADERSHIP NEEDS AND SKILLS NEEDED TO SUCCEED IN THEIR PROFESSION. THERE IS A EMERGING LEADER CONFERENCE WHICH IS FOLLOWED UP WITH NETWORKING AND SOCIAL MEETINGS TO MENTOR AND GUIDE UPCOMING PROFESSIONALS AND ASSIST THE SEASONED PROFESSIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2A FINANCIAL LITERACY PROGRAM EXISTS FOR MEMBERS AND POTENTIAL INVESTMENT PROFESSIONALS BY SPONSORING LOCAL COMPETITIONS,OUTREACH PROGRAMS AND AN EMERGING LEADERS GROUP FOR THE NEWEST MEMBERS OF THE PROFESSION. GOAL IS ACCOMPLISHED THROUGH EVENTS, MEETINGS AND CAREER FAIRS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ANNUAL MEETING AND VARIOUS NETWORKING EVENTS TO ALLOW PROFESSIONALS TO DISCUSS CURRENT CHALLENGES, CURRENT OUTLOOK AND STRATEGIES FOR THE PROFESSION. INCLUDES FINANCIAL PLANNING STRATEGIES, COMPETITIONS,AN ANNUAL MEETING AND INVESTMENT CHALLENGE RESEARCH AND VARIOUS SOCIAL AND EDUCATIONAL MEETINGS THROUGH OUT THE YEAR.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt092125
IRS990EZ/TotalRevenueAmt0179116
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/PITTSBURGH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME ON MONEY MARKET ACCOUNT. AMOUNT: 3,957. DESCRIPTION: DIVIDEND INCOME ON BROKERAGE ACCOUNT. AMOUNT: 8,162. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 577. DESCRIPTION: NETWORKING/OUTREACH. AMOUNT: 10,390. DESCRIPTION: MISCELLANEOUS. AMOUNT: 16,710. DESCRIPTION: FINANCIAL PROGRAM MEETING AND EVENT EXPENSES. AMOUNT: 92,126. TOTAL TO FORM 990-EZ, LINE 16: 119,803.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS AND LOSSES ON INVESTMENTS CARRIED AT FMV. AMOUNT: 3,418.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENT IN SECURITIES AT FAIR MARKET VALUE. BEG. OF YEAR AMOUNT: 164,047. END OF YEAR AMOUNT: 175,627.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/PersonNm0PHILIP H BARTELS CFA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08145736535
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF PITTSBURGH
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0251421153
ReturnHeader/Filer/PhoneNum08145736535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1212
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152301212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202735141
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRUNNER BLACKSTONE & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 SMITH DRIVE SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRANBERRY TWP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0160664132
ReturnHeader/PreparerPersonGrp/PhoneNum07247761099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR A WAGNER CPA
ReturnHeader/ReturnTs02025-05-14T07:46:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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