Civic Intelligence

Cfa Society of Columbus

EIN 31-1393658 • 501(c)6 • Columbus, OH

Profile

Promote educational and ethical standards in investment industry

275 E Broad StreetColumbus, OH 43215-3771

www.cfasociety.org/COLUMBUS

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

76th percentile

16%

Higher net margin than 76% 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

65th percentile

6.4%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

63rd percentile

7.0%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$386,266

Up $23,282 (+6.4%) from 2024

Liabilities

Down

$0

Down $29,760 (-100%) from 2024

Net Assets

Up

$386,266

Up $53,042 (+16%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin76th percentile

Revenue

Up

$166,287

Up $10,865 (+7.0%) from 2024

Expenses

Down

$140,326

Down $36,651 (-21%) from 2024

Net Income

Up

$25,961

Up $47,516 (+220%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2012: $102,372Liabilities 2012: $0Net Assets 2012: $102,3722012Assets 2013: $118,431Liabilities 2013: $0Net Assets 2013: $118,4312013Assets 2014: $142,373Liabilities 2014: $15,450Net Assets 2014: $126,9232014Assets 2015: $156,180Liabilities 2015: $13,275Net Assets 2015: $142,9052015Assets 2016: $169,722Liabilities 2016: $13,875Net Assets 2016: $155,8472016Assets 2017: $215,700Liabilities 2017: $28,303Net Assets 2017: $187,3972017Assets 2018: $201,564Liabilities 2018: $3,384Net Assets 2018: $198,1802018Assets 2019: $190,684Liabilities 2019: $0Net Assets 2019: $190,6842019Assets 2020: $198,607Liabilities 2020: $0Net Assets 2020: $198,6072020Assets 2021: $338,378Liabilities 2021: $0Net Assets 2021: $338,3782021Assets 2022: $334,962Liabilities 2022: $0Net Assets 2022: $334,9622022Assets 2023: $356,232Liabilities 2023: $13,819Net Assets 2023: $342,4132023Assets 2024: $362,984Liabilities 2024: $29,760Net Assets 2024: $333,2242024Assets 2025: $386,266Liabilities 2025: $0Net Assets 2025: $386,2662025

Highlighted filing

2025

Assets$386,266
Liabilities$0
Net Assets$386,266
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2012: $63,7572012Expenses 2013: $81,6242013Revenue 2014: $92,402Expenses 2014: $74,373Net Income 2014: $18,0292014Revenue 2015: $125,595Expenses 2015: $96,338Net Income 2015: $29,2572015Revenue 2016: $117,375Expenses 2016: $97,728Net Income 2016: $19,6472016Revenue 2017: $132,604Expenses 2017: $107,559Net Income 2017: $25,0452017Revenue 2018: $146,084Expenses 2018: $135,301Net Income 2018: $10,7832018Revenue 2019: $133,922Expenses 2019: $141,418Net Income 2019: -$7,4962019Revenue 2020: $109,484Expenses 2020: $101,561Net Income 2020: $7,9232020Revenue 2021: $118,239Expenses 2021: $48,172Net Income 2021: $70,0672021Revenue 2022: $125,001Expenses 2022: $96,610Net Income 2022: $28,3912022Revenue 2023: $146,200Expenses 2023: $138,749Net Income 2023: $7,4512023Revenue 2024: $155,422Expenses 2024: $176,977Net Income 2024: -$21,5552024Revenue 2025: $166,287Expenses 2025: $140,326Net Income 2025: $25,9612025

Highlighted filing

2025

Revenue$166,287
Expenses$140,326
Net Income$25,961
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$386,266
Liabilities
$0
Net assets
$386,266
Revenue
$166,287
Expenses
$140,326
Net income
$25,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.00$3.86$1.66$1.40$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.30$3.33$1.55$1.77$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.14$3.42$1.46$1.39$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.25$0.97$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$1.18$0.48$0.70
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$1.09$1.02$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.34$1.41$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.03$1.98$1.46$1.35$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.28$1.87$1.33$1.08$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.14$1.56$1.17$0.98$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.13$1.43$1.26$0.96$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.15$1.27$0.92$0.74$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.0
Gross Receipts
$166,287
Mission and Program Overview

Mission

Promote educational and ethical standards in investment industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$250,128$259,396▲ $9,268
Cash and Non-Interest-Bearing Accounts$57,175$96,758▲ $39,583
Savings and Temporary Cash Investments-$1,005-
Total Assets$362,984$386,266▲ $23,282
Other Assets Total$55,681$29,107▼ $26,574
Liabilities
Deferred Revenue$29,760--
Total Liabilities$29,760$0▼ $29,760
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$333,224$386,266▲ $53,042
Total Net Assets Fund Balance$333,224$386,266▲ $53,042
Total Liabilities and Net Assets / Fund Balance$362,984$386,266▲ $23,282

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$400$400
Other Assets Org$29,107--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Chris BrinichPresident
Jayant JangraAsst Researc
Jerry BrownCo-programmi
Pete KlingelhoferCo-programmi
Jack MiklosCommunicatio
Jeff LiuMentorship
Jia Ying GuoResearch Ch
Josiah HuberSecretary
Colin WhiteSponsorship
Nick SmithTreasurer
Kelly NollUniversity R
Chi NguyenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$114,410
Program Service Revenue
$42,409
Investment Income
$9,268
Other Revenue
$200
Change in Net Assets
$25,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$127,561--$127,561
Information Technology-$4,185-$4,185
Other Expenses-$3,440-$3,440
Fees for Services Management-$2,723-$2,723
Office Expenses-$1,574-$1,574
Fees for Services Accounting-$655-$655
Travel-$188-$188
Total Functional Expenses$127,561$12,765$0$140,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“BY FINANCIAL COMMITTEE”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Cfa Society of Columbus
EIN
31-1393658
Phone
6142287041
Address
275 E BROAD STREET, COLUMBUS, OH 43215-3771

Signing Officer

Name
Chris Brinich
Title
President
Phone
6143894646
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Brinich
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Anderson & Company Cpas
Address
5970 WILCOX PLACE SUITE G, DUBLIN, OH 43016
Preparer
David L Anderson
Phone
6147919898
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change in unrealized gains 27,081”

Raw XML Appendix317 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PROGRAMMI
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MENTORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMUNICATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNIVERSITY R
IRS990/Form990PartVIISectionAGrp/TitleTxt7SPONSORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS BRINICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06143894646
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF COLUMBUS
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0311393658
ReturnHeader/Filer/PhoneNum06142287041
ReturnHeader/Filer/USAddress/AddressLine1Txt0275 E BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBLIN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043016
ReturnHeader/PreparerPersonGrp/PhoneNum06147919898
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L ANDERSON
ReturnHeader/ReturnTs02025-10-02T14:55:06-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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