Civic Intelligence

Cfa Society of Chicago

990 • Fiscal year 2017 • EIN 36-2595074

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.CFACHICAGO.ORG

View Organization Page

33 N Lasalle St No 910Chicago, IL 60602

(312) 251-1301

Siviq Scores

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

Liabilities / Assets

54th percentile

0.20x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

50th percentile

3.6%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$204,620

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

$2,367,004

No earlier filing loaded for comparison.

Net Assets

$1,892,048

No earlier filing loaded for comparison.

Liabilities

$474,956

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin50th percentile

Revenue

$1,594,763

No earlier filing loaded for comparison.

Expenses

$1,536,635

No earlier filing loaded for comparison.

Net Income

$58,128

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$2,367,004
Liabilities$474,956
Net Assets$1,892,048
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$1,594,763
Expenses$1,536,635
Net Income$58,128
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$1,630,169
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 be the premier local resource for chartered financial analyst designees, candidates and other investment professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,307,378$1,469,557▲ $162,179
Savings and Temporary Cash Investments$593,961$464,124▼ $129,837
Cash and Non-Interest-Bearing Accounts$59,825$251,383▲ $191,558
Land, Buildings, and Equipment, Net$9,651$58,687▲ $49,036
Accounts Receivable$22,476$58,684▲ $36,208
Prepaid Expenses and Deferred Charges$44,712$19,569▼ $25,143
Total Assets$2,087,603$2,367,004▲ $279,401
Other Assets Total$49,600$45,000▼ $4,600
Liabilities
Deferred Revenue$197,155$292,279▲ $95,124
Accounts Payable and Accrued Expenses$155,277$182,677▲ $27,400
Total Liabilities$352,432$474,956▲ $122,524
Net Assets / Fund Balance
Unrestricted Net Assets$1,735,171$1,892,048▲ $156,877
Total Net Assets Fund Balance$1,735,171$1,892,048▲ $156,877
Total Liabilities and Net Assets / Fund Balance$2,087,603$2,367,004▲ $279,401

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58,687$22,761$81,448
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon CurleyCEOFT$131,109$73,511$204,620

Board Members and Trustees

NameTitle
Douglas JackmanChairman
Kerry JordanImmediate Past Chair
Marie WintersVice Chair
Alex RoeverDirector
Christopher MierDirector
Dan KastholmDirector
Doug LaskowskiDirector
Jeff KernagisDirector
Kunal KapoorDirector
Lyndon TaylorDirector
Mark SchmidDirector
Maura MurrihyDirector
Michelle BeckDirector
Nickol HackettDirector
Rj BukovacDirector
Stephen CummingsDirector
Thomas DigenanSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chicago Signature ServicesCatering600 EAST GRAND AVENUE, Chicago, IL 60611$111,404
Revenue and Support

Revenue Composition

Contributions and Grants
$482,144
Program Service Revenue
$941,878
Investment Income
$64,397
Other Revenue
$106,344
All Other Contributions
$482,144
Change in Net Assets
$58,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,594,763
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$98,749
Total Revenue per Audited Statements
$1,693,512
Total Revenue per Form 990
$1,594,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$860,198
Salaries, Compensation, and Employee Benefits$669,437
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$544,615
Other Salaries and Wages---$327,539
Current Officers, Directors, Trustees, and Key Employees---$223,120
Occupancy---$87,259
Other Employee Benefits---$54,513
Office Expenses---$52,958
Information Technology---$46,722
Payroll Taxes---$41,136
Pension Plan Contributions---$23,129
Travel---$16,388
Fees for Services Accounting---$15,317
Other Expenses---$12,480
Advertising---$12,130
All Other Expenses---$9,244
Depreciation Depletion---$7,441
Grants to Domestic Individuals---$7,000
Fees for Services Other---$6,559
Fees for Services Legal---$5,020
Insurance---$4,774
Total Functional Expenses$0$0$0$1,536,635

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,536,635
Total Expenses per Audited Statements$1,536,635
Total Expenses per Form 990$1,536,635
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
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 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 1

“Per bylaws amended as of april, 2016, 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 4700 members who are investment professionals. They are categorized into 7 different classes consisting of regular, affiliate, retired, student, candidate, adjunct and honorary memberships. Regular members shall have voting privileges. Affiliate, retired, 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 ceo 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 posted on a members-only section of the cfa chicago website.”

Filing and Contact Details

Filer

Filer Name
Cfa Society of Chicago
EIN
36-2595074
Phone
3122511301
Address
33 N LASALLE ST NO 910, CHICAGO, IL 60602

Signing Officer

Name
Thomas J Digenan
Title
Treasurer
Phone
3122511301
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Curley
Formed
1965
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
10
Volunteers
279

Preparer

Firm
Mann Weitz & Associates LLC
Address
111 DEER LAKE ROAD SUITE 125, 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 june 30, 2017, the society had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029594
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt065000
IRS990/GrossReceiptsAmt01630169
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt046722
IRS990/InsuranceGrp/TotalAmt04774
IRS990/InvestmentIncomeGrp/ExclusionAmt034803
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034803
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01307378
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01469557
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022761
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09651
IRS990/LandBldgEquipBasisNetGrp/EOYAmt058687
IRS990/LandBldgEquipCostOrOtherBssAmt081448
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035406
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CFA SOCIETY CHICAGO LEADS THE INVESTMENT PROFESSION BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE; TO SHAPE AN INVESTMENT INDUSTRY THAT SERVES THE GREATER GOOD; AND TO SERVE AS THE PREMIER LOCAL RESOURCE FOR CHARTERED FINANCIAL ANALYST DESIGNEES, CANDIDATES, OTHER INVESTMENT PROFESSIONALS AND OUR COMMUNITIES.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 FIVE ORGANIZATIONAL PILLARS:ETHICAL LEADERSHIP - CHAMPIONING ETHICAL BEHAVIOR IN INVESTMENT MARKETS. COMMUNITY - FOSTERING A CULTURE OF INCLUSION, DIVERSITY AND RESPECT. INDUSTRY KNOWLEDGE - BEING A RESPECTED SOURCE OF KNOWLEDGE IN INVESTMENT MARKETS. PROFESSIONAL EXCELLENCE - RAISING STANDARDS OF PROFESSIONAL EXCELLENCE IN THE INDUSTRY. THE GREATER GOOD - EXPANDING OUR INVESTMENT CULTURE TO SERVE THE INTERESTS OF INVESTORS AND SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01735171
IRS990/NetAssetsOrFundBalancesEOYAmt01892048
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029594
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029594
IRS990/NetUnrelatedBusTxblIncmAmt0-6259
IRS990/NetUnrlzdGainsLossesInvstAmt098749
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt087259
IRS990/OfficeExpensesGrp/TotalAmt052958
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt049600
IRS990/OtherAssetsTotalGrp/EOYAmt045000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054513
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1BOD PROJECTS AND EXPENS
IRS990/OtherExpensesGrp/Desc2TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt01054
IRS990/OtherExpensesGrp/TotalAmt124437
IRS990/OtherExpensesGrp/TotalAmt213800
IRS990/OtherExpensesGrp/TotalAmt312480
IRS990/OtherSalariesAndWagesGrp/TotalAmt0327539
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt041136
IRS990/PensionPlanContributionsGrp/TotalAmt023129
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044712
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019569
IRS990/PrincipalOfficerNm0SHANNON CURLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ACADEMIC PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EDUCATIONAL EV
IRS990/ProgramServiceRevenueGrp/Desc3COMMUNICATIONS AND JOB
IRS990/ProgramServiceRevenueGrp/Desc4MEMBER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0777551
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188368
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt239815
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0777551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt239815
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48174
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt027970
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 77 PROGRAMS HELD DURING THE YEAR, WITH OVER 4,512 REGISTERED TO ATTEND.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER DEVELOPMENT FOCUSES ON ENHANCING THE MEMBERSHIP EXPERIENCE FOR, AND BUILDING A SENSE OF COMMUNITY AMONG, INVESTMENT PROFESSIONALS BY WELCOMING NEW MEMBERS INTO THE SOCIETY AND MAINTAINING A SENSE OF ENGAGEMENT WITH THE SOCIETY THROUGHOUT THE COURSE OF MEMBERS' CAREERS. IT ALSO FOCUSES ON MAINTAINING THE RELATIONSHIP BETWEEN CFA CHICAGO AND LOCAL UNIVERSITIES. CFA CHICAGO WORKED WITH LOCAL UNIVERSITIES TO NAME CAMPUS STUDENT LIAISONS AND ENGAGE GRADUATE STUDENTS IN THE CFA INSTITUTE RESEARCH CHALLENGE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNICATIONS ARE DESIGNED TO ENGAGE TARGETED SECTIONS OF EXISTING MEMBERSHIP AS WELL AS OTHER FINANCIAL INVESTMENTS PROFESSIONALS. THE SOCIETY PUBLISHED 4 NEWSLETTERS AND AN ANNUAL REPORT DURING THE YEAR, AS WELL AS MANY NEWS AND EVENT COMMUNICATIONS VIA E-MAIL,WEB,AND MAIL.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0478860
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030208
IRS990/PYOtherExpensesAmt01029428
IRS990/PYOtherRevenueAmt0109323
IRS990/PYProgramServiceRevenueAmt0988988
IRS990/PYRevenuesLessExpensesAmt0-72220
IRS990/PYSalariesCompEmpBnftPaidAmt0650171
IRS990/PYTotalExpensesAmt01679599
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01607379
IRS990/ReconcilationRevenueExpnssAmt058128
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0106344
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0106344
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0593961
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0464124
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt058687
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022761
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081448
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01536635
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt098749
IRS990ScheduleD/RevenueNotReportedAmt098749
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01594763
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 JUNE 30, 2017, THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt058687
IRS990ScheduleD/TotalExpensesPerForm990Amt01536635
IRS990ScheduleD/TotalRevenuePerForm990Amt01594763
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01693512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01536635
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SELECTS SCHOLARSHIP WINNERS BASED ON THEIR QUALIFICATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0131109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHANNON CURLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0204620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,367,004
Liabilities
$474,956
Net assets
$1,892,048
Revenue
$1,594,763
Expenses
$1,536,635
Net income
$58,128
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