Civic Intelligence

Chartered Alternative Investment Analyst Association Inc

990 • Fiscal year 2023 • EIN 37-1428113

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization ProfileCAIA.ORG

View Organization Page

11 Amity StreetAmherst, MA 01002

(413) 253-7373

Siviq Scores

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

Liabilities / Assets

97th percentile

1.00x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.75x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$554,055

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2023

Asset Growth

7th percentile

-9.6%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$8,528,938

Down $907,162 (-9.6%) from 2022

Net Assets

Down

$19,444

Down $1,393,246 (-99%) from 2022

Liabilities

Up

$8,509,494

Up $486,084 (+6.1%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin10th percentile

Revenue

Up

$11,328,305

Up $1,806,788 (+19%) from 2022

Expenses

Up

$12,790,651

Up $1,539,245 (+14%) from 2022

Net Income

Up

-$1,462,346

Up $267,543 (+15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,131,861Liabilities 2011: $3,568,981Net Assets 2011: $2,562,8802011Assets 2012: $6,020,777Liabilities 2012: $4,320,604Net Assets 2012: $1,700,1732012Assets 2013: $5,626,118Liabilities 2013: $4,361,307Net Assets 2013: $1,264,8112013Assets 2014: $6,636,413Liabilities 2014: $4,440,012Net Assets 2014: $2,196,4012014Assets 2015: $8,537,464Liabilities 2015: $5,016,152Net Assets 2015: $3,521,3122015Assets 2016: $8,810,838Liabilities 2016: $5,130,127Net Assets 2016: $3,680,7112016Assets 2017: $8,236,155Liabilities 2017: $4,947,103Net Assets 2017: $3,289,0522017Assets 2018: $9,175,566Liabilities 2018: $5,707,523Net Assets 2018: $3,468,0432018Assets 2019: $9,263,798Liabilities 2019: $6,005,367Net Assets 2019: $3,258,4312019Assets 2020: $9,925,273Liabilities 2020: $6,211,434Net Assets 2020: $3,713,8392020Assets 2021: $10,766,695Liabilities 2021: $7,616,574Net Assets 2021: $3,150,1212021Assets 2022: $9,436,100Liabilities 2022: $8,023,410Net Assets 2022: $1,412,6902022Assets 2023: $8,528,938Liabilities 2023: $8,509,494Net Assets 2023: $19,4442023Assets 2024: $9,653,277Liabilities 2024: $9,154,458Net Assets 2024: $498,8192024

Highlighted filing

2023

Assets$8,528,938
Liabilities$8,509,494
Net Assets$19,444
Open 2023 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,405,1092011Expenses 2012: $9,294,8222012Revenue 2013: $8,310,679Expenses 2013: $8,717,683Net Income 2013: -$407,0042013Revenue 2014: $9,510,364Expenses 2014: $8,539,243Net Income 2014: $971,1212014Revenue 2015: $10,134,280Expenses 2015: $8,816,405Net Income 2015: $1,317,8752015Revenue 2016: $10,132,906Expenses 2016: $9,977,639Net Income 2016: $155,2672016Revenue 2017: $9,687,502Expenses 2017: $10,066,583Net Income 2017: -$379,0812017Revenue 2018: $10,316,703Expenses 2018: $10,136,704Net Income 2018: $179,9992018Revenue 2019: $10,943,874Expenses 2019: $11,126,929Net Income 2019: -$183,0552019Revenue 2020: $10,681,524Expenses 2020: $10,136,756Net Income 2020: $544,7682020Revenue 2021: $9,878,929Expenses 2021: $10,426,795Net Income 2021: -$547,8662021Revenue 2022: $9,521,517Expenses 2022: $11,251,406Net Income 2022: -$1,729,8892022Revenue 2023: $11,328,305Expenses 2023: $12,790,651Net Income 2023: -$1,462,3462023Revenue 2024: $13,003,658Expenses 2024: $12,492,691Net Income 2024: $510,9672024

Highlighted filing

2023

Revenue$11,328,305
Expenses$12,790,651
Net Income-$1,462,346
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$11,328,305
Mission and Program Overview

Mission

Establish the chartered alternative investment analyst designation as an educational standard in the investment industry, provide members with comprehensive knowledge of alternative investments, advocate high standards of professional conduct, promote professional development through ongoing education, facilitate communication among industry professionals.

The caia association is a global credentialing body for alternative investments, representing professionals in over 95 countries. It upholds high ethical standards, offers the chartered alternative investment analyst designation, and promotes ongoing education and professional development in the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,442,442$4,415,764▼ $1,026,678
Cash and Non-Interest-Bearing Accounts$1,414,398$1,785,045▲ $370,647
Pledges and Grants Receivable$688,926$688,926→ $0
Accounts Receivable$164,958$150,326▼ $14,632
Prepaid Expenses and Deferred Charges$165,616$120,877▼ $44,739
Land, Buildings, and Equipment, Net$5,575$3,795▼ $1,780
Total Assets$9,436,100$8,528,938▼ $907,162
Other Assets Total$1,554,185$1,364,205▼ $189,980
Liabilities
Deferred Revenue$4,883,641$5,423,060▲ $539,419
Other Liabilities$2,066,263$1,750,965▼ $315,298
Accounts Payable and Accrued Expenses$1,073,506$1,335,469▲ $261,963
Total Liabilities$8,023,410$8,509,494▲ $486,084
Net Assets / Fund Balance
Net Assets With Donor Restrictions$150,000$180,000▲ $30,000
Net Assets Without Donor Restrictions$1,262,690$-160,556▼ $1,423,246
Total Net Assets Fund Balance$1,412,690$19,444▼ $1,393,246
Total Liabilities and Net Assets / Fund Balance$9,436,100$8,528,938▼ $907,162

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,387,062$1,387,062
Equipment$3,795$294,510$298,305
Other Assets Org$1,017,413--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William KellyCEOFT$403,299$150,756$554,055
John BowmanExecutive Vice PresidentFT$258,797$147,284$406,081
Hossein KazemiSenior Advisor, ProgrammingPT$189,070$53,100$242,170
Ruth CarolanClerk/chief Operating OfficerFT$160,169$74,219$234,388
Kristaps LicisSenior Associate DirectorFT$199,627$33,830$233,457
Aaron FilbeckManaging Director/head of UnifiFT$167,136$20,115$187,251
Deborah McleanGlobal Head of DeiFT$147,352$32,644$179,996
Bradley AmbaniDirector of Finance/treasurerFT$134,751$30,140$164,891

Board Members and Trustees

NameTitle
Valerie SillChair of the Board
Anthony CowellDirector
Elena Manola-bonthondDirector
Elizabeth BurtonDirector
Graeme GriffithsDirector
Gregory BrownDirector
Jayne BokDirector
John Edward InglisDirector
Melissa MaDirector
Thomas RobinsonDirector
William MaDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Adp TotalsourcePayroll And Hr10200 SUNSET DRIVE, Miami, FL 33173$483,308
Ncs PearsonExam Administration5601 GREEN VALLEY DR, Bloomington, MN 55437$462,924
Rooney PartnersMarketing Support477 MADISON AVENUE 6TH FLOOR, New York, NY 10022$176,138
Orrick Herrington & Sutcliffe LLPLegal ServicesPO BOX 39000, San Francisco, CA 94139$172,998
With IntelligencePublishing41 MADISON AVENUE 20TH FLOOR, New York, NY 10010$142,489
Revenue and Support

Revenue Composition

Contributions and Grants
$75,000
Program Service Revenue
$10,772,788
Investment Income
$158,368
Other Revenue
$322,149
All Other Contributions
$75,000
Change in Net Assets
$-1,462,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,951,717
Salaries, Compensation, and Employee Benefits$5,838,934
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,820,050
Fees for Services Management---$2,131,383
Current Officers, Directors, Trustees, and Key Employees---$953,334
Fees for Services Other---$900,404
Information Technology---$504,909
Payroll Taxes---$484,685
Other Employee Benefits---$414,115
Travel---$355,168
Conferences and Meetings---$308,155
Fees for Services Legal---$258,954
Office Expenses---$186,993
Pension Plan Contributions---$166,750
All Other Expenses---$164,042
Other Expenses---$162,293
Occupancy---$153,741
Fees for Services Accounting---$139,963
Insurance---$107,661
Advertising---$81,600
Fees for Service Investment Mgmnt Fees---$16,673
Depreciation Depletion---$1,757
Total Functional Expenses$0$0$0$12,790,651
International Activity

International Summary

Offices
5
Employees
10
Spending
$2,100,823

International Compliance

Activity in boycott countries
Yes
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesMember/candidate Support and Exam Delivery Expenses25$1,137,978
East Asia and the PacificProgram ServicesMember/candidate Support and Exam Delivery Expenses35$956,972
North AmericaProgram ServicesCanadian Tax Expenses00$5,873
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Organization$1,400,324
Long Term Lease Liability$350,641
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“All of the non-employee directors of the corporation shall constitute an executive committee, which shall have and may exercise all of the powers of the directors in the interim between meetings of the board of directors. The chair shall preside at all meetings of such committee (or, in the absence of the chair, any other non-employee director selected by a majority of the members of the executive committee). The executive committee may make rules not inconsistent herewith for the holding and conduct of its meeting.”

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

“A copy of the 990 is presented to the board for their review and comment prior to filing with the irs.”

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

“Board members are required to disclose annually interests that could rise in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with board of directors delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he or she shall leave any board of directors or committee meetings while the determination of a conflict of interest is discussed and voted upon, or otherwise not participate in any discussion or consent relating thereto. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section B, Line 15

“A. The board of directors utilizes the form 990 of other organizations to establish the compensation range for the president/chief executive officer and top management officials. B. Key employees salaries are set by the president/chief executive officer in conjunction with compensation study data obtained by the managing director internal operations. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, form 990, and the financial statements available upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 is available via the guidestar website.”

Filing and Contact Details

Filer

Filer Name
Chartered Alternative Investment Analyst
EIN
37-1428113
Phone
4132537373
Address
11 AMITY STREET, AMHERST, MA 01002

Signing Officer

Name
William J Kelly
Title
CEO
Phone
4132537373
Signed
2024-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William J Kelly
Formed
2002
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
11
Employees
48
Volunteers
400

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
Mary Kay Curtiss
Phone
8605614000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Foreign currency adjustment 69,100.”

Financial Statement Notes

PART X, LINE 2:

“The association follows fasb asc 740, income taxes, which clarifies the accounting for uncertainly in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the consolidated financial statements. The association recognizes a tax benefit from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authority. Management evaluated the association's tax positions and concluded that the association has no material uncertainties in income taxes as of december 31, 2023 and 2022. The association is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for three years from the 2021 filing date. The association will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.”

Raw XML AppendixShowing 400 of 792 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/PersonNm2BRADLEY AMBANI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4HOSSEIN KAZEMI
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTAPS LICIS
IRS990/Form990PartVIISectionAGrp/PersonNm6AARON FILBECK
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBORAH MCLEAN
IRS990/Form990PartVIISectionAGrp/PersonNm8VALERIE SILL
IRS990/Form990PartVIISectionAGrp/PersonNm9GREGORY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10JAYNE BOK
IRS990/Form990PartVIISectionAGrp/PersonNm11ELENA MANOLA-BONTHOND
IRS990/Form990PartVIISectionAGrp/PersonNm12ELIZABETH BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm13ANTHONY COWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14GRAEME GRIFFITHS
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN EDWARD INGLIS
IRS990/Form990PartVIISectionAGrp/PersonNm16MELISSA MA
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM MA
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS ROBINSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK/CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF FINANCE/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR ADVISOR, PROGRAMMING
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGING DIRECTOR/HEAD OF UNIFI
IRS990/Form990PartVIISectionAGrp/TitleTxt7GLOBAL HEAD OF DEI
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR OF THE BOARD
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/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
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IRS990/FSAuditedInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt024858
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt024858
IRS990/MissionDesc0THE CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIA) IS A GLOBAL PROFESSIONAL CREDENTIALING BODY DEDICATED TO CREATING GREATER ALIGNMENT, TRANSPARENCY, AND KNOWLEDGE FOR ALL INVESTORS, WITH A SPECIFIC EMPHASIS ON ALTERNATIVE INVESTMENTS. A MEMBER-DRIVEN ORGANIZATION REPRESENTING PROFESSIONALS IN MORE THAN 95 COUNTRIES, CAIA ASSOCIATION ADVOCATES FOR THE HIGHEST ETHICAL STANDARDS. ESTABLISH THE CHARTERED ALTERNATIVE INVESTMENT ANALYST DESIGNATION AS AN EDUCATIONAL STANDARD IN THE INVESTMENT INDUSTRY, PROVIDE MEMBERS WITH COMPREHENSIVE KNOWLEDGE OF ALTERNATIVE INVESTMENTS, ADVOCATE HIGH STANDARDS OF PROFESSIONAL CONDUCT, PROMOTE PROFESSIONAL DEVELOPMENT THROUGH ONGOING EDUCATION, FACILITATE COMMUNICATION AMONG INDUSTRY PROFESSIONALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt019444
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt0186993
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt069100
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IRS990/OtherExpensesGrp/Desc0EXAM ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1CHAPTER SERVICES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21168800
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IRS990/PYTotalRevenueAmt09521517

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,528,938
Liabilities
$8,509,494
Net assets
$19,444
Revenue
$11,328,305
Expenses
$12,790,651
Net income
-$1,462,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$9.15$0.50$13.0$12.5$0.51
2023Detailed filing. Detailed filing data is available for this year.$8.53$8.51$0.02$11.3$12.8$1.46
2022Detailed filing. Detailed filing data is available for this year.$9.44$8.02$1.41$9.52$11.3$1.73
2021Detailed filing. Detailed filing data is available for this year.$10.8$7.62$3.15$9.88$10.4$0.55
2020Detailed filing. Detailed filing data is available for this year.$9.93$6.21$3.71$10.7$10.1$0.54
2019Detailed filing. Detailed filing data is available for this year.$9.26$6.01$3.26$10.9$11.1$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.18$5.71$3.47$10.3$10.1$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.24$4.95$3.29$9.69$10.1$0.38
2016Detailed filing. Detailed filing data is available for this year.$8.81$5.13$3.68$10.1$9.98$0.16
2015Detailed filing. Detailed filing data is available for this year.$8.54$5.02$3.52$10.1$8.82$1.32
2014Detailed filing. Detailed filing data is available for this year.$6.64$4.44$2.20$9.51$8.54$0.97
2013Detailed filing. Detailed filing data is available for this year.$5.63$4.36$1.26$8.31$8.72$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$4.32$1.70$9.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$3.57$2.56$8.41