Civic Intelligence

Cfa Society Chicago

EIN 36-2595074 • 501(c)6 • Chicago, IL

View Organization Page

Profile

Cfa society chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through three organizational pillars: (1) deliver member value: deliver industry-leading events focused on continuing education and professional development. Offer a range of networking opportunities to our members. Implement new technology and build a digital content library. (2) develop future professionals: measure our engagement with top employers of cfa charterholders and improve these scores over time. Build brand awareness through marketing, social media, and partnerships. (3) build market integrity: support financial literacy in our community through partnerships and volunteer opportunities. Build relationships with local universities and support students who are studying for or considering the cfa exams. Encourage a diversity of gender, race, and thought.

33 N Lasalle St 910Chicago, IL 60602

www.cfachicago.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.56x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.15x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-21%

Higher net margin than 7% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

29th percentile

0.0%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$3,207,633

Down $64,657 (-2.0%) from 2023

Liabilities

Up

$1,790,642

Up $58,708 (+3.4%) from 2023

Net Assets

Down

$1,416,991

Down $123,365 (-8.0%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin7th percentile

Revenue

Down

$1,557,056

Down $556,377 (-26%) from 2023

Expenses

Up

$1,877,028

Up $104,002 (+5.9%) from 2023

Net Income

Down

-$319,972

Down $660,379 (-194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $2,367,004Liabilities 2017: $474,956Net Assets 2017: $1,892,0482017Assets 2018: $2,504,657Liabilities 2018: $484,709Net Assets 2018: $2,019,9482018Assets 2019: $2,503,810Liabilities 2019: $536,151Net Assets 2019: $1,967,6592019Assets 2020: $2,457,291Liabilities 2020: $568,741Net Assets 2020: $1,888,5502020Assets 2021: $2,860,918Liabilities 2021: $686,126Net Assets 2021: $2,174,7922021Assets 2022: $2,288,053Liabilities 2022: $686,547Net Assets 2022: $1,601,5062022Assets 2023: $3,272,290Liabilities 2023: $1,731,934Net Assets 2023: $1,540,3562023Assets 2024: $3,207,633Liabilities 2024: $1,790,642Net Assets 2024: $1,416,9912024

Highlighted filing

2024

Assets$3,207,633
Liabilities$1,790,642
Net Assets$1,416,991
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,594,763Expenses 2017: $1,536,635Net Income 2017: $58,1282017Revenue 2018: $1,677,872Expenses 2018: $1,584,310Net Income 2018: $93,5622018Revenue 2019: $1,725,848Expenses 2019: $1,823,393Net Income 2019: -$97,5452019Revenue 2020: $1,624,349Expenses 2020: $1,790,549Net Income 2020: -$166,2002020Revenue 2021: $1,330,480Expenses 2021: $1,295,439Net Income 2021: $35,0412021Revenue 2022: $1,555,705Expenses 2022: $1,648,375Net Income 2022: -$92,6702022Revenue 2023: $2,113,433Expenses 2023: $1,773,026Net Income 2023: $340,4072023Revenue 2024: $1,557,056Expenses 2024: $1,877,028Net Income 2024: -$319,9722024

Highlighted filing

2024

Revenue$1,557,056
Expenses$1,877,028
Net Income-$319,972
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,207,633
Liabilities
$1,790,642
Net assets
$1,416,991
Revenue
$1,557,056
Expenses
$1,877,028
Net income
-$319,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.21$1.79$1.42$1.56$1.88$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.27$1.73$1.54$2.11$1.77$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.69$1.60$1.56$1.65$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.69$2.17$1.33$1.30$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.57$1.89$1.62$1.79$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.50$0.54$1.97$1.73$1.82$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.48$2.02$1.68$1.58$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.47$1.89$1.59$1.54$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 1, 2025
Return Version
2023v6.0
Gross Receipts
$1,742,279
Mission and Program Overview

Mission

Cfa society chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through three organizational pillars: (1) deliver member value: deliver industry-leading events focused on continuing education and professional development. Offer a range of networking opportunities to our members. Implement new technology and build a digital content library. (2) develop future professionals: measure our engagement with top employers of cfa charterholders and improve these scores over time. Build brand awareness through marketing, social media, and partnerships. (3) build market integrity: support financial literacy in our community through partnerships and volunteer opportunities. Build relationships with local universities and support students who are studying for or considering the cfa exams. Encourage a diversity of gender, race, and thought.

Cfa society chicago aims to lead the investment management and financial services professions by promoting the highest standards of ethics, continuing education, and for the benefit of cfa charter holders in our market.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,494,977$1,545,286▲ $50,309
Cash and Non-Interest-Bearing Accounts$624,409$647,174▲ $22,765
Prepaid Expenses and Deferred Charges$147,836$126,507▼ $21,329
Accounts Receivable$28,800$7,381▼ $21,419
Land, Buildings, and Equipment, Net$21,734$6,301▼ $15,433
Savings and Temporary Cash Investments$31$37▲ $6
Total Assets$3,272,290$3,207,633▼ $64,657
Other Assets Total$954,503$874,947▼ $79,556
Liabilities
Other Liabilities$948,840$921,826▼ $27,014
Deferred Revenue$695,746$738,779▲ $43,033
Accounts Payable and Accrued Expenses$87,348$130,037▲ $42,689
Total Liabilities$1,731,934$1,790,642▲ $58,708
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,540,356$1,416,991▼ $123,365
Total Net Assets Fund Balance$1,540,356$1,416,991▼ $123,365
Total Liabilities and Net Assets / Fund Balance$3,272,290$3,207,633▼ $64,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,301$202,638$208,939
Other Assets Org$859,947--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher VincentPresident and CEOFT$155,902$82,175$238,077
Joyolin BrownCOOFT$149,989$19,157$169,146
Kathleen HurleyDirector of Programming/sponsorshipsFT$108,922$6,598$115,520

Board Members and Trustees

NameTitle
Catherine DrakeChair
William FitzpatrickImmediate Past Chair
Jeremy HeerVice Chair
Aaron MederDirector
Benjamin JohnsonDirector
Blake PontiusDirector
Carla Norfleet-taylorDirector
Erika MaschmeyerDirector
James BoudreaultDirector
Jennika Gold ThomasDirector
Kweku ObedDirector
Matthew MorrisDirector
Peeyush ShuklaDirector
Sheri HawkinsDirector
Sulin BaDirector
Tiffany GreenhouseDirector
Rosemary SprovieriDirector of Finance
Suzanne KarpickDirector of Finance
Katharine WyattSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$512,683
Program Service Revenue
$920,233
Investment Income
$53,658
Other Revenue
$70,482
All Other Contributions
$512,683
Change in Net Assets
$-319,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,557,056
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$196,607
Total Revenue per Audited Statements
$1,753,663
Total Revenue per Form 990
$1,557,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,052,491
Salaries, Compensation, and Employee Benefits$824,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$527,591
Current Officers, Directors, Trustees, and Key Employees---$431,355
Other Salaries and Wages---$281,155
Occupancy---$128,070
Office Expenses---$86,796
Fees for Services Other---$78,305
Information Technology---$74,641
Payroll Taxes---$59,439
Fees for Services Accounting---$51,146
Other Employee Benefits---$40,932
Travel---$18,767
Depreciation Depletion---$16,757
Advertising---$15,383
Pension Plan Contributions---$11,656
Insurance---$7,196
Fees for Services Legal---$4,039
Other Expenses---$2,019
Total Functional Expenses$0$0$0$1,877,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,877,028
Total Expenses per Audited Statements$1,877,028
Total Expenses per Form 990$1,877,028
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
New Lease Standard Lease Liability$921,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee may meet and act on behalf of the board of directors without formal notice.”

Form 990, Part VI, Section A, Line 6

“The organization has approximately 4,000 members who are investment professionals. They are categorized into 7 different classes consisting of regular, affiliate, professional leave, student, candidate, adjunct and honorary memberships. Regular members shall have voting privileges. Affiliate, professional leave, student, candidate, adjunct, and honorary members shall not have voting privileges.”

Form 990, Part VI, Section A, Line 7A

“There is an annual business meeting each year where members vote on the proposed slate of officers and directors.”

Form 990, Part VI, Section A, Line 7B

“Bylaw changes must be presented to the full membership and approved by a majority of members who vote. There are no other requirements for full member approval.”

Form 990, Part VI, Section B, Line 11B

“The coo reviews the 990 for accuracy before giving it to the treasurer who also reviews and then signs it.”

Form 990, Part VI, Section B, Line 12C

“The organization annually collects the signed conflict of interest statements.”

Form 990, Part VI, Section B, Line 15A

“The benefits and compensation committee consisting of 3 board members review the performance annually of the ceo/president who is the only key employee and recommend changes in salary in comparison to the cpi and to compensation surveys. They also recommend what portion of the bonus should be paid out as well as recommending whether future benefits should be kept in effect.”

Form 990, Part VI, Section C, Line 19

“Cfa chicago publishes an annual report each year that contains the full audited financial statements. This annual report is accessible on a public section of the cfa chicago website. The bylaws are also posted on a public section of the cfa chicago website. Board of directors' meeting minutes are housed on boardeffect.”

Filing and Contact Details

Filer

Filer Name
Cfa Society Chicago
EIN
36-2595074
Phone
3122511301
Address
33 N LASALLE ST 910, CHICAGO, IL 60602

Signing Officer

Name
Peeyush Shukla
Title
Treasurer
Phone
3122511301
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Vincent
Formed
1965
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
10
Volunteers
135

Preparer

Firm
Mann Weitz & Associates LLC
Address
570 LAKE COOK ROAD SUITE 330, DEERFIELD, IL 60015
Preparer
Marcy Steindler
Phone
8472673400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of august 31, 2024, the society had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 538 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIR OF PROGRAMMING/SPONSORSHIPS
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IRS990/GrantsToOrganizationsInd00
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IRS990/MissionDesc0CFA SOCIETY CHICAGO, THE WORLD'S FIRST INVESTMENT ANALYSTS' SOCIETY, IS COMMITTED TO WORKING WITH OUR MEMBERS AND THE INVESTMENT COMMUNITY TO ACHIEVE OUR MISSION THROUGH THREE ORGANIZATIONAL PILLARS: (1) DELIVER MEMBER VALUE: DELIVER INDUSTRY-LEADING EVENTS FOCUSED ON CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. OFFER A RANGE OF NETWORKING OPPORTUNITIES TO OUR MEMBERS. IMPLEMENT NEW TECHNOLOGY AND BUILD A DIGITAL CONTENT LIBRARY. (2) DEVELOP FUTURE PROFESSIONALS: MEASURE OUR ENGAGEMENT WITH TOP EMPLOYERS OF CFA CHARTERHOLDERS AND IMPROVE THESE SCORES OVER TIME. BUILD BRAND AWARENESS THROUGH MARKETING, SOCIAL MEDIA, AND PARTNERSHIPS. (3) BUILD MARKET INTEGRITY: SUPPORT FINANCIAL LITERACY IN OUR COMMUNITY THROUGH PARTNERSHIPS AND VOLUNTEER OPPORTUNITIES. BUILD RELATIONSHIPS WITH LOCAL UNIVERSITIES AND SUPPORT STUDENTS WHO ARE STUDYING FOR OR CONSIDERING THE CFA EXAMS. ENCOURAGE A DIVERSITY OF GENDER, RACE, AND THOUGHT.
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IRS990/OfficeExpensesGrp/TotalAmt086796
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IRS990/OtherExpensesGrp/Desc0BOD PROJECTS AND EXPENS
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IRS990/OtherExpensesGrp/Desc2SPECIAL PROJECTS
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IRS990/OtherExpensesGrp/TotalAmt111083
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IRS990/ProgramServiceRevenueGrp/Desc1ACADEMIC PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL EVENTS
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IRS990/ProgramServiceRevenueGrp/Desc4COMMUNICATIONS AND JOB
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IRS990/ProgSrvcAccomActy2Grp/Desc0ACADEMIC PROGRAMS ARE DESIGNED TO EDUCATE ATTENDEES ON CURRENT ISSUES OF IMPORTANCE IN THE PROFESSION. MEMBERS RECEIVE CONTINUING EDUCATION CREDITS WITH THE CFA INSTITUTE FOR MOST OF THESE EVENTS. THERE WERE APPROXIMATELY 50 PROGRAMS HELD DURING THE YEAR, WITH APPROXIMATELY 3,500 REGISTERED TO ATTEND.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER DEVELOPMENT INVOLVES THE CREATION AND DELIVERY OF PROGRAMMING THAT FOSTERS EDUCATION, NETWORKING AND JOB PLACEMENT OPPORTUNITIES. MEMBER DEVELOPMENT ALSO REFERS TO EFFORTS WITH ACADEMIA THAT BUILD THE CONSTITUENCY OF CFA CHARTER HOLDERS IN THIS MARKET.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CFA SOCIETY CHICAGO PARTNERS WITH THE ECONOMIC AWARENESS COUNCIL AND THE GREENWOOD PROJECT TO SHAPE THE INVESTMENT INDUSTRY AND SERVE THE GREATER GOOD BY SHARING FINANCIAL LITERACY VOLUNTEER OPPORTUNITIES FOR CFA MEMBERS TO TEACH INNER CITY HIGH SCHOOL STUDENTS THE BASICS OF SAVINGS AND INVESTMENTS AND TO MENTOR MINORITY COLLEGE STUDENTS AND TO INTRODUCE THEM TO CAREERS IN THE FINANCE INDUSTRY.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NEW LEASE STANDARD RIGHT OF USE ASSET
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NEW LEASE STANDARD LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF AUGUST 31, 2024, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:

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