Civic Intelligence

Cfa Society South Carolina

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.

PO Box 12612Charleston, SC 29422

www.cfasc.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-34%

Higher net margin than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-7.7%

Faster asset growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

6.0%

Faster revenue growth than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

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

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $185,361Liabilities 2020: $02020Assets 2021: $228,785Net Assets 2021: $228,7852021Assets 2022: $237,723Liabilities 2022: $02022Assets 2023: $254,210Liabilities 2023: $02023Assets 2024: $254,866Net Assets 2024: $254,8662024

Highlighted filing

2024

Assets$254,866
Liabilities-
Net Assets$254,866

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2020: $78,971Expenses 2020: $65,083Net Income 2020: $13,8882020Revenue 2021: $56,657Expenses 2021: $13,233Net Income 2021: $43,4242021Revenue 2022: $57,192Expenses 2022: $48,254Net Income 2022: $8,9382022Revenue 2023: $41,025Expenses 2023: $24,538Net Income 2023: $16,4872023Revenue 2024: $49,364Expenses 2024: $48,707Net Income 2024: $6572024

Highlighted filing

2024

Revenue$49,364
Expenses$48,707
Net Income$657

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$49,364
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTIN PINCKNEY CFAPresident-$0--
KATHERINE HOLLENBECK CFAVice Preside-$0--
CHARLES MOORE CFAPast Preside-$0--
BRIAN HUSSAIN CFATreasurer-$0--
IRINA KOCH CFASecretary-$0--
PAUL MEEKS CFAMember At La-$0--
JOSHUA GREENE CFAMember At La-$0--
JOHN DECKER CFAMember At La-$0--
PETER NIELSEN CFAMember At La-$0--
CLIFF HODGE CFAMember At La-$0--
TED GRAHAM CFAMember At La-$0--
STEVE WICKLINE CFAMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society South Carolina
EIN
57-1134283
Phone
8438138000
Address
PO BOX 12612, CHARLESTON, SC 29422

Signing Officer

Name
Brian Hussain Cfa
Title
Treasurer
Phone
8438138000
Signed
2025-05-14

Preparer

Firm
Glaser and Company LLC
Address
1859 SUMMERVILLE AVE STE 800, CHARLESTON, SC 29405
Preparer
Erik M Glaser CPA
Phone
8438490179
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

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

Form 990-ez, Part II, Line 24

Accounts receivable 0 2,000 total 0 2,000

Form 990-ez, Part III

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.

Form 990-ez, Part III

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.

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits