Civic Intelligence

Cfa Society of Chicago

990 • Fiscal year 2021 • EIN 36-2595074

Sep 01, 2020 to Aug 31, 2021 • Filed on Jun 28, 2022

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

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.52x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

28th percentile

2.6%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$135,843

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-18%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$2,860,918

Up $403,627 (+16%) from 2020

Net Assets

Up

$2,174,792

Up $286,242 (+15%) from 2020

Liabilities

Up

$686,126

Up $117,385 (+21%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin28th percentile

Revenue

Down

$1,330,480

Down $293,869 (-18%) from 2020

Expenses

Down

$1,295,439

Down $495,110 (-28%) from 2020

Net Income

Up

$35,041

Up $201,241 (+121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2021

Assets$2,860,918
Liabilities$686,126
Net Assets$2,174,792
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

2021

Revenue$1,330,480
Expenses$1,295,439
Net Income$35,041
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jun 28, 2022
Return Version
2020v4.2
Gross Receipts
$1,380,814
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 professional excellence for the ultimate benefit of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,899,225$2,295,016▲ $395,791
Savings and Temporary Cash Investments$323,506$277,973▼ $45,533
Prepaid Expenses and Deferred Charges$23,972$96,928▲ $72,956
Land, Buildings, and Equipment, Net$103,131$70,615▼ $32,516
Cash and Non-Interest-Bearing Accounts$47,323$67,589▲ $20,266
Accounts Receivable$45,134$37,797▼ $7,337
Total Assets$2,457,291$2,860,918▲ $403,627
Other Assets Total$15,000$15,000→ $0
Liabilities
Deferred Revenue$430,940$486,568▲ $55,628
Accounts Payable and Accrued Expenses$137,801$199,558▲ $61,757
Total Liabilities$568,741$686,126▲ $117,385
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,888,550$2,174,792▲ $286,242
Total Net Assets Fund Balance$1,888,550$2,174,792▲ $286,242
Total Liabilities and Net Assets / Fund Balance$2,457,291$2,860,918▲ $403,627

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$70,615$123,292$193,907
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon CurleyFormer CEO-$105,000$30,843$135,843
Christopher VincentCEOFT$116,618$13,317$129,935
Nicole HarrisSenior Director of Operations and OutreachFT$115,793$13,632$129,425
Kimberly AugustynDirector of Programs and SponsorshipFT$113,900$14,152$128,052
Paraj PatelDirector of Marketing and CommunicationsFT$102,789$12,490$115,279

Board Members and Trustees

NameTitle
Garrett GlaweChair
Kristan RowlandImmediate Past Chair
William FitzpatrickExecutive Vice President/vice Chairman
Aaron MederDirector
BRADY O'CONNELLDirector
Jennika GoldDirector
Jeremy HeerDirector
Katharine WyattDirector
Kweku ObedDirector
Mamadou-abou SarrDirector
Michael MirandaDirector
Richard ExcellDirector
Sunitha ThomasDirector
Tiffany GreenhouseDirector
William HardingDirector
Zachary HillardDirector
Catherine DrakeSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$278,040
Program Service Revenue
$873,466
Investment Income
$144,616
Other Revenue
$34,358
All Other Contributions
$278,040
Change in Net Assets
$35,041

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,330,480
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$251,201
Total Revenue per Audited Statements
$1,581,681
Total Revenue per Form 990
$1,330,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$812,019
Other Expenses$478,620
Grants and Similar Amounts Paid$4,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$472,973
Current Officers, Directors, Trustees, and Key Employees---$228,913
Occupancy---$105,025
Conferences and Meetings---$92,022
Information Technology---$55,357
Payroll Taxes---$51,331
Fees for Services Accounting---$41,229
Office Expenses---$40,744
Depreciation Depletion---$33,256
Other Employee Benefits---$29,475
Pension Plan Contributions---$29,327
Advertising---$24,666
Fees for Services Legal---$14,367
Insurance---$9,959
Fees for Services Other---$7,241
Grants to Domestic Individuals---$4,800
Travel---$2,587
Other Expenses---$1,537
Total Functional Expenses$0$0$0$1,295,439

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,295,439
Total Expenses per Audited Statements$1,295,439
Total Expenses per Form 990$1,295,439
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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

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

Form 990, Part VI, Section A, Line 4

“The organization changed their fiscal year end from june 30 to august 31. This was effective for the short period ended august 31, 2019.”

Form 990, Part VI, Section A, Line 6

“The organization has approximately 5,000 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 of Chicago
EIN
36-2595074
Phone
3122511301
Address
33 N LASALLE ST NO 910, CHICAGO, IL 60602

Signing Officer

Name
Catherine Drake
Title
Treasurer
Phone
3122511301
Signed
2022-06-28
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
9
Volunteers
175

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 august 31, 2021, the society had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE VICE PRESIDENT/VICE CHAIRMAN
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/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR DIRECTOR OF OPERATIONS AND OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF PROGRAMS AND SPONSORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF MARKETING AND COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt21FORMER CEO
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MinutesOfCommitteesInd01
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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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0102600
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0102600
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01888550
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02174792
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0105025
IRS990/OfficeExpensesGrp/TotalAmt040744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt015000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029475
IRS990/OtherExpensesGrp/Desc0BOD PROJECTS AND EXPENS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt050630
IRS990/OtherExpensesGrp/TotalAmt11537
IRS990/OtherSalariesAndWagesGrp/TotalAmt0472973
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt051331
IRS990/PensionPlanContributionsGrp/TotalAmt029327
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt096928
IRS990/PrincipalOfficerNm0CHRISTOPHER VINCENT
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ACADEMIC PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3COMMUNICATIONS AND JOB
IRS990/ProgramServiceRevenueGrp/Desc4MEMBER DEVELOPMENT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144045
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt238070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31850
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt238070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt333405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41850
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt033405
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 OVER 80 PROGRAMS HELD DURING THE YEAR, WITH OVER 9,200 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 SOCIETY CHICAGO AND LOCAL UNIVERSITIES. CFA SOCIETY CHICAGO WORKED WITH LOCAL UNIVERSITIES TO ENGAGE UNDERGRADUTE AND GRADUATE STUDENTS IN THE CFA INSTITUTE RESEARCH CHALLENGE.
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.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0548422
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt047230
IRS990/PYOtherExpensesAmt0952855
IRS990/PYOtherRevenueAmt089447
IRS990/PYProgramServiceRevenueAmt0939250
IRS990/PYRevenuesLessExpensesAmt0-166200
IRS990/PYSalariesCompEmpBnftPaidAmt0834694
IRS990/PYTotalExpensesAmt01790549
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01624349
IRS990/ReconcilationRevenueExpnssAmt035041
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt034358
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt034358
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0323506
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0277973
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01330480
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, 2021, 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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IRS990ScheduleD/TotalRevenuePerForm990Amt01330480
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

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Filings

Displayed year

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

Open filing
Assets
$2,860,918
Liabilities
$686,126
Net assets
$2,174,792
Revenue
$1,330,480
Expenses
$1,295,439
Net income
$35,041
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