Civic Intelligence

Cfa Society Orange County

990 • Fiscal year 2023 • EIN 33-0228558

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-3.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-4.8%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

140%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$387,824

Down $19,347 (-4.8%) from 2022

Net Assets

Down

$387,824

Down $19,347 (-4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin39th percentile

Revenue

Up

$256,241

Up $149,473 (+140%) from 2022

Expenses

Up

$264,567

Up $171,759 (+185%) from 2022

Net Income

Down

-$8,326

Down $22,286 (-160%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$387,824
Liabilities$0
Net Assets$387,824
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$256,241
Expenses$264,567
Net Income-$8,326
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$256,241
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$190,071$135,250▼ $54,821
Land, Buildings, and Equipment, Net$328$211▼ $117
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$407,171$387,824▼ $19,347
Other Assets Total$216,772$252,363▲ $35,591
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$407,171$387,824▼ $19,347
Total Net Assets Fund Balance$407,171$387,824▼ $19,347
Total Liabilities and Net Assets / Fund Balance$407,171$387,824▼ $19,347

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$211$1,736$1,947
Compensation and Service Providers
Top Officer Pay73rd 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
$166,275
Program Service Revenue
$89,966
Investment Income
$0
Other Revenue
$0
All Other Contributions
$55,862
Change in Net Assets
$-8,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,567
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$181,120--$181,120
Office Expenses-$37,486-$37,486
Fees for Services Other-$9,883-$9,883
Travel-$7,838-$7,838
Fees for Services Legal-$4,000-$4,000
Fees for Services Accounting-$2,775-$2,775
All Other Expenses-$2,648-$2,648
Other Expenses-$1,620-$1,620
Information Technology-$720-$720
Depreciation Depletion---$117
Advertising-$101-$101
Total Functional Expenses$181,120$83,330$0$264,567
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
2024-01-30
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/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0407171
IRS990/TotalAssetsEOYAmt0387824
IRS990/TotalAssetsGrp/BOYAmt0407171
IRS990/TotalAssetsGrp/EOYAmt0387824
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0166275
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083330
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181120
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264567
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0387824
IRS990/TotalProgramServiceRevenueAmt089966
IRS990/TotalRevenueGrp/ExclusionAmt089966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256241
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0387824
IRS990/TravelGrp/ManagementAndGeneralAmt07838
IRS990/TravelGrp/TotalAmt07838
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt04533 MacArthur Blvd 182
IRS990/USAddress/CityNm0Newport Beach
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092660
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chad Noorani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
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
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-01-30T09:25:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chad
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Noorani
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,824
Liabilities
$0
Net assets
$387,824
Revenue
$256,241
Expenses
$264,567
Net income
-$8,326
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