Civic Intelligence

Cfa Society of Naples Inc

EIN 59-3405436 • 501(c)6 • Naples, FL

Profile

To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.

PO Box 112034Naples, FL 34108

www.cfanaples.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

77th percentile

17%

Higher net margin than 77% 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

67th percentile

7.7%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

46th percentile

-2.6%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$234,923

Up $16,721 (+7.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$234,923

Up $16,721 (+7.7%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin77th percentile

Revenue

Down

$101,012

Down $2,739 (-2.6%) from 2024

Expenses

Up

$84,291

Up $809 (+1.0%) from 2024

Net Income

Down

$16,721

Down $3,548 (-18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2010: $17,163Net Assets 2010: $17,1632010Assets 2017: $74,478Liabilities 2017: $0Net Assets 2017: $74,4782017Assets 2018: $67,399Liabilities 2018: $0Net Assets 2018: $67,3992018Assets 2019: $79,904Liabilities 2019: $0Net Assets 2019: $79,9042019Assets 2020: $112,011Liabilities 2020: $0Net Assets 2020: $112,0112020Assets 2021: $147,291Liabilities 2021: $0Net Assets 2021: $147,2912021Assets 2022: $175,879Liabilities 2022: $0Net Assets 2022: $175,8792022Assets 2023: $197,933Liabilities 2023: $0Net Assets 2023: $197,9332023Assets 2024: $218,202Liabilities 2024: $0Net Assets 2024: $218,2022024Assets 2025: $234,923Liabilities 2025: $0Net Assets 2025: $234,9232025

Highlighted filing

2025

Assets$234,923
Liabilities$0
Net Assets$234,923
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $45,704Expenses 2010: $46,919Net Income 2010: -$1,2152010Revenue 2017: $81,623Expenses 2017: $60,859Net Income 2017: $20,7642017Revenue 2018: $68,293Expenses 2018: $75,372Net Income 2018: -$7,0792018Revenue 2019: $80,880Expenses 2019: $68,375Net Income 2019: $12,5052019Revenue 2020: $76,165Expenses 2020: $44,058Net Income 2020: $32,1072020Revenue 2021: $52,501Expenses 2021: $17,221Net Income 2021: $35,2802021Revenue 2022: $92,587Expenses 2022: $63,999Net Income 2022: $28,5882022Revenue 2023: $99,785Expenses 2023: $77,731Net Income 2023: $22,0542023Revenue 2024: $103,751Expenses 2024: $83,482Net Income 2024: $20,2692024Revenue 2025: $101,012Expenses 2025: $84,291Net Income 2025: $16,7212025

Highlighted filing

2025

Revenue$101,012
Expenses$84,291
Net Income$16,721
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,923
Liabilities
$0
Net assets
$234,923
Revenue
$101,012
Expenses
$84,291
Net income
$16,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.01$0.84$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$1.04$0.83$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$1.00$0.78$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.93$0.64$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.53$0.17$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.76$0.44$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.81$0.68$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.68$0.75$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.82$0.61$0.21
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.46$0.47$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$297,445
Mission and Program Overview

Mission

To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$206,630$208,089▲ $1,459
Cash and Non-Interest-Bearing Accounts$11,572$26,834▲ $15,262
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$218,202$234,923▲ $16,721
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$218,202$234,923▲ $16,721
Total Net Assets Fund Balance$218,202$234,923▲ $16,721
Total Liabilities and Net Assets / Fund Balance$218,202$234,923▲ $16,721
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Mia HyattPresident
Chelsea GaneyVice President
Bobby MahoneyDirector
Joseph KochDirector
Serge EcityanDirector
Simon LackDirector
Thomas MathewsDirector
Travis JonesDirector
Tyler HardtDirector
Zac ChichinskiDirector
Vanessa WattSecretary
Garrett KomiskeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$94,545
Investment Income
$6,467
Other Revenue
$0
Change in Net Assets
$16,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,511
Salaries, Compensation, and Employee Benefits$9,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,780--$9,780
Other Expenses$4,009--$4,009
Fees for Services Accounting-$1,500-$1,500
Conferences and Meetings$1,445--$1,445
Office Expenses-$193-$193
Total Functional Expenses$82,598$1,693$0$84,291
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
CFA Society of Naples Inc
EIN
59-3405436
Phone
8135058288
Address
PO Box 112034, Naples, FL 34108

Signing Officer

Name
Garrett Komiskey
Title
Treasurer
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Paul S Stepler PA
Address
791 10th St S Ste 201, Naples, FL 34102
Preparer
Paul S Stepler
Phone
2392286170
Raw XML Appendix365 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/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522299
IRS990/ProgramServiceRevenueGrp/Desc0Education & Awareness
IRS990/ProgramServiceRevenueGrp/Desc1Lunch / Event Receipts
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061863
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061863
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132682
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt08904
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076657
IRS990/PYProgramServiceRevenueAmt094847
IRS990/PYRevenuesLessExpensesAmt020269
IRS990/PYSalariesCompEmpBnftPaidAmt06825
IRS990/PYTotalExpensesAmt083482
IRS990/PYTotalRevenueAmt0103751
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt016721
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0206630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0208089
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0218202
IRS990/TotalAssetsEOYAmt0234923
IRS990/TotalAssetsGrp/BOYAmt0218202
IRS990/TotalAssetsGrp/EOYAmt0234923
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01693
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082598
IRS990/TotalFunctionalExpensesGrp/TotalAmt084291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0218202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0234923
IRS990/TotalProgramServiceRevenueAmt094545
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101012
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218202
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0234923
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 112034
IRS990/USAddress/CityNm0Naples
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034108
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.cfanaples.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Garrett Komiskey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society of Naples Inc
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0593405436
ReturnHeader/Filer/PhoneNum08135058288
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 112034
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0863924255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul S Stepler PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0791 10th St S Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034102
ReturnHeader/PreparerPersonGrp/PhoneNum02392286170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul S Stepler
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-18T06:41:34-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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