Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 57-1134283 • 501(c)6 • Charleston, SC
Profile
Cfa society south carolina promotes the highest ethical standards and professional excellence within the local investment community. Cfa society south carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served cfa charterholders and cfa program candidates locally for the last 15 years.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
51st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Up$254,866
Up $656 (+0.3%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$254,866
No earlier filing loaded for comparison.
Revenue
Up$49,364
Up $8,339 (+20%) from 2023
Expenses
Up$48,707
Up $24,169 (+98%) from 2023
Net Income
Down$657
Down $15,830 (-96%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for the last 15 years.
| Description | Grants | Expenses |
|---|---|---|
| MEMBERSHIP WE ARE PROUD TO PROMOTE THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. (CONTINED ON SCH O) | $500 | $47,138 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JUSTIN PINCKNEY CFA | President | - | $0 | - | - |
| KATHERINE HOLLENBECK CFA | Vice Preside | - | $0 | - | - |
| CHARLES MOORE CFA | Past Preside | - | $0 | - | - |
| BRIAN HUSSAIN CFA | Treasurer | - | $0 | - | - |
| IRINA KOCH CFA | Secretary | - | $0 | - | - |
| PAUL MEEKS CFA | Member At La | - | $0 | - | - |
| JOSHUA GREENE CFA | Member At La | - | $0 | - | - |
| JOHN DECKER CFA | Member At La | - | $0 | - | - |
| PETER NIELSEN CFA | Member At La | - | $0 | - | - |
| CLIFF HODGE CFA | Member At La | - | $0 | - | - |
| TED GRAHAM CFA | Member At La | - | $0 | - | - |
| STEVE WICKLINE CFA | Member At La | - | $0 | - | - |
“Expenses advertising & marketing 804 administrative 7,175 supplies 690 website and it 1,429 travel 2,495 luncheons 7,184 sponsorship events 2,500 meeting reimbursements 136 annual meeting 24,669 research challenge 500 total 47,582”
“Accounts receivable 0 2,000 total 0 2,000”
“Cfa society south carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served cfa charterholders and cfa program candidates locally for over a decade. Cfa society south carolina has over 222 members and is a member society with cfa institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories. Our goal is to make a difference in the future of the profession at local level. Research challenge the cfa institute research challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.”
“Cfa society south carolina promotes the highest ethical standards and professional excellence within the local investment community. Cfa society south carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served cfa charterholders and cfa program candidates locally for the last 15 years.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BRIAN HUSSAIN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8434780917 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 12612 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLESTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | SC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 29422 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 254209 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 252866 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 657 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 625 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 254209 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 254866 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 49364 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 25364 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 254209 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 254866 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 254209 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 254866 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JUSTIN PINCKNEY CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATHERINE HOLLENBECK CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHARLES MOORE CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BRIAN HUSSAIN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | IRINA KOCH CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PAUL MEEKS CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JOSHUA GREENE CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JOHN DECKER CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | PETER NIELSEN CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | CLIFF HODGE CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | TED GRAHAM CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | STEVE WICKLINE CFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | MEMBER AT LA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | MEMBER AT LA |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47582 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CFA SOCIETY SOUTH CAROLINA PROMOTES THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR THE LAST 15 YEARS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 24000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MEMBERSHIP WE ARE PROUD TO PROMOTE THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. (CONTINED ON SCH O) |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 47138 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | SC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48707 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 47138 |
| IRS990EZ/TotalRevenueAmt | 0 | 49364 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFASC.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING & MARKETING 804 ADMINISTRATIVE 7,175 SUPPLIES 690 WEBSITE AND IT 1,429 TRAVEL 2,495 LUNCHEONS 7,184 SPONSORSHIP EVENTS 2,500 MEETING REIMBURSEMENTS 136 ANNUAL MEETING 24,669 RESEARCH CHALLENGE 500 TOTAL 47,582 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 0 2,000 TOTAL 0 2,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR OVER A DECADE. CFA SOCIETY SOUTH CAROLINA HAS OVER 222 MEMBERS AND IS A MEMBER SOCIETY WITH CFA INSTITUTE. OUR MEMBERS ARE PART OF A GLOBAL NETWORK OF MORE THAN 190,000 FINANCE AND INVESTMENT PROFESSIONALS IN MORE THAN 160 COUNTRIES AND TERRITORIES. OUR GOAL IS TO MAKE A DIFFERENCE IN THE FUTURE OF THE PROFESSION AT LOCAL LEVEL. RESEARCH CHALLENGE THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CFA SOCIETY SOUTH CAROLINA PROMOTES THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. CFA SOCIETY SOUTH CAROLINA IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISERS, AND OTHER FINANCIAL PRACTITIONERS, THAT HAS SERVED CFA CHARTERHOLDERS AND CFA PROGRAM CANDIDATES LOCALLY FOR THE LAST 15 YEARS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRIAN HUSSAIN CFA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8438138000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA SOCIETY SOUTH CAROLINA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAS |
| ReturnHeader/Filer/EIN | 0 | 571134283 |
| ReturnHeader/Filer/PhoneNum | 0 | 8438138000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 12612 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLESTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 29422 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205788602 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GLASER AND COMPANY LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1859 SUMMERVILLE AVE STE 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHARLESTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 29405 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8438490179 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ERIK M GLASER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-15T10:29:37-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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