Civic Intelligence

Cfa Miami Inc

EIN 61-1572381 • 501(c)6 • Miami, FL

Profile

To promote local investment management professionals.

PO Box 960901Miami, FL 33296

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

91st percentile

35%

Higher net margin than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$259,238

Up $61,775 (+31%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$259,238

Up $61,775 (+31%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$178,835

Up $20,440 (+13%) from 2023

Expenses

Down

$117,060

Down $64,453 (-36%) from 2023

Net Income

Up

$61,775

Up $84,893 (+367%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0Assets 2011: $63,706Liabilities 2011: $02011Assets 2012: $67,592Liabilities 2012: $02012Assets 2013: $57,858Liabilities 2013: $02013Assets 2014: $62,870Liabilities 2014: $02014Assets 2015: $65,520Liabilities 2015: $02015Assets 2016: $64,604Liabilities 2016: $02016Assets 2017: $63,430Liabilities 2017: $02017Assets 2018: $70,947Liabilities 2018: $02018Assets 2019: $77,202Net Assets 2019: $77,2022019Assets 2020: $95,148Net Assets 2020: $95,1482020Assets 2021: $172,645Net Assets 2021: $172,6452021Assets 2022: $220,580Net Assets 2022: $220,5802022Assets 2023: $197,463Net Assets 2023: $197,4632023Assets 2024: $259,238Net Assets 2024: $259,2382024

Highlighted filing

2024

Assets$259,238
Liabilities-
Net Assets$259,238
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2011: $45,247Expenses 2011: $41,124Net Income 2011: $4,1232011Revenue 2012: $58,873Expenses 2012: $54,986Net Income 2012: $3,8872012Revenue 2013: $66,231Expenses 2013: $75,965Net Income 2013: -$9,7342013Revenue 2014: $59,060Expenses 2014: $54,048Net Income 2014: $5,0122014Revenue 2015: $52,240Expenses 2015: $49,590Net Income 2015: $2,6502015Revenue 2016: $68,927Expenses 2016: $69,843Net Income 2016: -$9162016Revenue 2017: $97,668Expenses 2017: $98,842Net Income 2017: -$1,1742017Revenue 2018: $108,033Expenses 2018: $100,517Net Income 2018: $7,5162018Revenue 2019: $144,696Expenses 2019: $138,441Net Income 2019: $6,2552019Revenue 2020: $119,724Expenses 2020: $101,778Net Income 2020: $17,9462020Revenue 2021: $95,094Expenses 2021: $17,596Net Income 2021: $77,4982021Revenue 2022: $97,254Expenses 2022: $49,319Net Income 2022: $47,9352022Revenue 2023: $158,395Expenses 2023: $181,513Net Income 2023: -$23,1182023Revenue 2024: $178,835Expenses 2024: $117,060Net Income 2024: $61,7752024

Highlighted filing

2024

Revenue$178,835
Expenses$117,060
Net Income$61,775
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,238
Liabilities
-
Net assets
$259,238
Revenue
$178,835
Expenses
$117,060
Net income
$61,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$2.59$1.79$1.17$0.62
2023Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.58$1.82$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.97$0.49$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$1.73$0.95$0.18$0.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$1.20$1.02$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.77$1.45$1.38$0.06
2018Summary only. Only limited summary data is available for this year.$0.71$0.00$1.08$1.01$0.08
2017Summary only. Only limited summary data is available for this year.$0.63$0.00$0.98$0.99$0.01
2016Summary only. Only limited summary data is available for this year.$0.65$0.00$0.69$0.70$0.01
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.52$0.50$0.03
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.59$0.54$0.05
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.66$0.76$0.10
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.59$0.55$0.04
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.45$0.41$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$178,835
Mission and Program Overview

Mission

To promote local investment management professionals.

Program Services

DescriptionGrantsExpenses
SERIES OF EDUCATIONAL AND NETWORKING EVENTS FOR LOCAL INVESTMENT PROFESSIONALS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GUILLERMO RODRIGUEZPresident &T-$0--
KIMBERLY ARGUELLOVice Preside-$0--
RUTH OCASIOAdministrato-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Miami Inc
EIN
61-1572381
Phone
3053088804
Address
PO BOX 960901, MIAMI, FL 33296

Signing Officer

Name
Guillermo Rodriguez
Title
President &treasurer
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Turner & Associates Llp
Address
7301 SW 57TH CT STE 420, SOUTH MIAMI, FL 33143-5324
Preparer
Stephen C Enriquez
Phone
3053770777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,195 software 1,075 business expenses 5,615 events 96,701 meals 44 paypal fees 40 other expenses 358 total 105,028”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 200 total 0 200”

Raw XML Appendix93 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GUILLERMO RODRIGUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03053088804
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012100 SOUTHWEST 89TH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0197463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0259038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt061775
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012032
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0259238
IRS990EZ/GrossReceiptsAmt0178835
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017844
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0112261
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0259238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0259238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GUILLERMO RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY ARGUELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH OCASIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT &T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADMINISTRATO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherExpensesTotalAmt0105028
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE LOCAL INVESTMENT MANAGEMENT PROFESSIONALS.
IRS990EZ/ProgramServiceRevenueAmt048730
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERIES OF EDUCATIONAL AND NETWORKING EVENTS FOR LOCAL INVESTMENT PROFESSIONALS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117060
IRS990EZ/TotalRevenueAmt0178835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,195 SOFTWARE 1,075 BUSINESS EXPENSES 5,615 EVENTS 96,701 MEALS 44 PAYPAL FEES 40 OTHER EXPENSES 358 TOTAL 105,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 200 TOTAL 0 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUILLERMO RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT &TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA MIAMI INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAM
ReturnHeader/Filer/EIN0611572381
ReturnHeader/Filer/PhoneNum03053088804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 960901
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033296
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650688598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07301 SW 57TH CT STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331435324
ReturnHeader/PreparerPersonGrp/PhoneNum03053770777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C ENRIQUEZ
ReturnHeader/ReturnTs02025-05-13T17:14:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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