Civic Intelligence

Cfa Society Orange County

990 • Fiscal year 2021 • EIN 33-0228558

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 06, 2021

Organization ProfileN/A
4533 MacArthur Blvd 182Newport Beach, CA 92660

(949) 253-4380

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

65%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

0.6%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$393,211

Up $117,394 (+43%) from 2020

Net Assets

Up

$393,211

Up $117,394 (+43%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Up

$180,659

Up $1,013 (+0.6%) from 2020

Expenses

Down

$63,265

Down $67,681 (-52%) from 2020

Net Income

Up

$117,394

Up $68,694 (+141%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$393,211
Liabilities$0
Net Assets$393,211
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$180,659
Expenses$63,265
Net Income$117,394
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 6, 2021
Return Version
2020v4.0
Gross Receipts
$218,557
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$158,942$275,988▲ $117,046
Investments in Publicly Traded Securities$115,926$116,624▲ $698
Land, Buildings, and Equipment, Net$949$599▼ $350
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$275,817$393,211▲ $117,394
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$275,817$393,211▲ $117,394
Total Net Assets Fund Balance$275,817$393,211▲ $117,394
Total Liabilities and Net Assets / Fund Balance$275,817$393,211▲ $117,394

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$599$1,348$1,947
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Mary SiglerPresident
Derek PanteleVice President
Chad NooraniSecretary
Paisley NardiniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,886
Program Service Revenue
$0
Investment Income
$1,053
Other Revenue
$3,720
All Other Contributions
$60,279
Change in Net Assets
$117,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,265
Total Fundraising Expense$6,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$23,332$6,667$3,333$33,332
Fees for Services Legal$7,718$2,205$1,103$11,026
Conferences and Meetings$4,053$1,158$579$5,790
Fees for Service Investment Mgmnt Fees$3,500$1,000$500$5,000
Office Expenses$1,701$486$243$2,430
Advertising$1,484$424$212$2,120
Occupancy$787$225$112$1,124
Other Expenses$405$115$58$578
Fees for Services Accounting$284$81$40$405
Depreciation Depletion$245$70$35$350
Travel$92$27$13$132
Total Functional Expenses$44,286$12,653$6,326$63,265
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,618
Fundraising Direct Expenses$37,898
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Networking Events$41,618$41,618$37,898$3,720
Total Events$41,618$41,618$37,898$3,720
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Paisley Nardini
Title
Treasurer
Signed
2021-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paisley Nardini
Formed
1983
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
JP Tax Solutions LLC
Address
4627 W 20th St Rd Ste B, Greeley, CO 80634
Preparer
Joey K Penfold
Phone
9704022170
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044286
IRS990/TotalFunctionalExpensesGrp/TotalAmt063265
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01053
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0393211
IRS990/TravelGrp/FundraisingAmt013
IRS990/TravelGrp/ManagementAndGeneralAmt027
IRS990/TravelGrp/ProgramServicesAmt092
IRS990/TravelGrp/TotalAmt0132
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paisley Nardini
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society Orange County
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0330228558
ReturnHeader/Filer/PhoneNum09492534380
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JP Tax Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04627 W 20th St Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greeley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080634
ReturnHeader/PreparerPersonGrp/PhoneNum09704022170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joey K Penfold
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-06T07:03:31-08:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nardini
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,211
Liabilities
$0
Net assets
$393,211
Revenue
$180,659
Expenses
$63,265
Net income
$117,394
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