Civic Intelligence

Cfa Society Orange County

EIN 33-0228558 • 501(c)6 • Newport Beach, CA

Profile

CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.

4533 MacArthur Blvd 182Newport Beach, CA 92660

n/A

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

50th percentile

0.00x

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

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

Net Margin

41st percentile

-3.4%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$364,714

Down $7,742 (-2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$364,714

Down $7,742 (-2.1%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin41st percentile

Revenue

Down

$229,738

Down $7,077 (-3.0%) from 2024

Expenses

Down

$237,480

Down $14,703 (-5.8%) from 2024

Net Income

Up

-$7,742

Up $7,626 (+50%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2016: $169,001Net Assets 2016: $169,0012016Assets 2017: $183,514Net Assets 2017: $183,5142017Assets 2018: $189,983Net Assets 2018: $189,9832018Assets 2019: $227,117Liabilities 2019: $0Net Assets 2019: $227,1172019Assets 2020: $275,817Liabilities 2020: $0Net Assets 2020: $275,8172020Assets 2021: $393,211Liabilities 2021: $0Net Assets 2021: $393,2112021Assets 2022: $407,171Liabilities 2022: $0Net Assets 2022: $407,1712022Assets 2023: $387,824Liabilities 2023: $0Net Assets 2023: $387,8242023Assets 2024: $372,456Liabilities 2024: $0Net Assets 2024: $372,4562024Assets 2025: $364,714Liabilities 2025: $0Net Assets 2025: $364,7142025

Highlighted filing

2025

Assets$364,714
Liabilities$0
Net Assets$364,714
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2016: $132,722Expenses 2016: $105,544Net Income 2016: $27,1782016Revenue 2017: $106,815Expenses 2017: $91,556Net Income 2017: $15,2592017Revenue 2018: $80,595Expenses 2018: $74,126Net Income 2018: $6,4692018Revenue 2019: $211,529Expenses 2019: $174,395Net Income 2019: $37,1342019Revenue 2020: $179,646Expenses 2020: $130,946Net Income 2020: $48,7002020Revenue 2021: $180,659Expenses 2021: $63,265Net Income 2021: $117,3942021Revenue 2022: $106,768Expenses 2022: $92,808Net Income 2022: $13,9602022Revenue 2023: $256,241Expenses 2023: $264,567Net Income 2023: -$8,3262023Revenue 2024: $236,815Expenses 2024: $252,183Net Income 2024: -$15,3682024Revenue 2025: $229,738Expenses 2025: $237,480Net Income 2025: -$7,7422025

Highlighted filing

2025

Revenue$229,738
Expenses$237,480
Net Income-$7,742
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$364,714
Liabilities
$0
Net assets
$364,714
Revenue
$229,738
Expenses
$237,480
Net income
-$7,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$2.30$2.37$0.08
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$2.37$2.52$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.56$2.65$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.07$0.93$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.81$0.63$1.17
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.80$1.31$0.49
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.12$1.74$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.81$0.74$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.07$0.92$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.69$1.69$1.33$1.06$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$229,738
Mission and Program Overview

Mission

CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$167,744$92,271▼ $75,473
Land, Buildings, and Equipment, Net$168$151▼ $17
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$372,456$364,714▼ $7,742
Other Assets Total$204,544$272,292▲ $67,748
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$372,456$364,714▼ $7,742
Total Net Assets Fund Balance$372,456$364,714▼ $7,742
Total Liabilities and Net Assets / Fund Balance$372,456$364,714▼ $7,742

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$151$1,796$1,947
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Derek PantelePresident
Paisley NardiniVice President
Barry GrossmanDirector
Fadel LawandyDirector
Mary SiglerDirector
Matt MagillDirector
Priyanka ShuklaDirector
Tina SchackmanDirector
Chad NooraniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$197,416
Program Service Revenue
$24,110
Investment Income
$8,212
Other Revenue
$0
All Other Contributions
$65,540
Change in Net Assets
$-7,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,480
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$151,203--$151,203
Office Expenses-$49,076-$49,076
Travel-$10,289-$10,289
All Other Expenses-$5,170-$5,170
Information Technology-$4,802-$4,802
Other Expenses-$1,998-$1,998
Fees for Services Accounting-$1,511-$1,511
Fees for Services Legal-$1,005-$1,005
Advertising-$621-$621
Depreciation Depletion---$17
Total Functional Expenses$151,203$86,260$0$237,480
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
CFA Society Orange County
EIN
33-0228558
Phone
9492534380
Address
4533 MacArthur Blvd 182, Newport Beach, CA 92660

Signing Officer

Name
Chad Noorani
Title
Treasurer
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
CFOAndrew A Professional Corporation
Address
11625 Custer Road 110-248, Frisco, TX 75035
Preparer
Andrew Carroll CPA
Phone
6572170540
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt04533 MacArthur Blvd 182
IRS990/USAddress/CityNm0Newport Beach
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IRS990/USAddress/ZIPCd092660
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chad Noorani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society Orange County
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0330228558
ReturnHeader/Filer/PhoneNum09492534380
ReturnHeader/Filer/USAddress/AddressLine1Txt04533 MacArthur Blvd 182
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821303834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CFOAndrew A Professional Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011625 Custer Road 110-248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075035
ReturnHeader/PreparerPersonGrp/PhoneNum06572170540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Carroll CPA
ReturnHeader/ReturnTs02025-10-28T10:05:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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