Civic Intelligence

Cfa Miami Inc

990EZ • Fiscal year 2021 • EIN 61-1572381

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileN/A
PO Box 960901Miami, FL 33296

(305) 308-8804

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

81%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

93rd percentile

81%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-21%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$172,645

Up $77,497 (+81%) from 2020

Net Assets

Up

$172,645

Up $77,497 (+81%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Down

$95,094

Down $24,630 (-21%) from 2020

Expenses

Down

$17,596

Down $84,182 (-83%) from 2020

Net Income

Up

$77,498

Up $59,552 (+332%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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: $172,645Liabilities 2021: $0Net 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

2021

Assets$172,645
Liabilities$0
Net Assets$172,645
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$95,094
Expenses$17,596
Net Income$77,498
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$95,094
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN GOLDSMITHDirector-$0--
JAMES ULSETHDirector-$0--
GUILLERMO RODRIGUEZTreasurer-$0--
MONICA POVEDADirector-$0--
STUART BEHARRYSecretary-$0--
LLOYD MACEDOPresident-$0--
KIMBERLY ARGUELLOVice Preside-$0--
DHVANI SHAHDirector-$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
Treasurer
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Turner & Associates Llp
Address
200 SOUTH BISCAYNE BLVD SUITE 177, MIAMI, FL 33131
Preparer
Stephen C Enriquez
Phone
3053770777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 2,139 fees 61 software 840 events 3,273 professional fees 450 total 6,763”

Raw XML Appendix117 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RYAN GOLDSMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm1JAMES ULSETH
CompensationExplanation/CompensationExplanationGrp/PersonNm2GUILLERMO RODRIGUEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm3MONICA POVEDA
CompensationExplanation/CompensationExplanationGrp/PersonNm4STUART BEHARRY
CompensationExplanation/CompensationExplanationGrp/PersonNm5LLOYD MACEDO
CompensationExplanation/CompensationExplanationGrp/PersonNm6KIMBERLY ARGUELLO
CompensationExplanation/CompensationExplanationGrp/PersonNm7DHVANI SHAH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GUILLERMO RODRIGUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03053088804
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 960901
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033296
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt077498
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010833
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172645
IRS990EZ/GrossReceiptsAmt095094
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt046529
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES ULSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GUILLERMO RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA POVEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STUART BEHARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LLOYD MACEDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KIMBERLY ARGUELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DHVANI SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06763
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE LOCAL INVESTMENT MANAGEMENT PROFESSIONALS.
IRS990EZ/ProgramServiceRevenueAmt048565
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERIES OF EDUCATIONAL AND NETWORKING EVENTS FOR LOCAL INVESTMENT PROFESSIONALS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017596
IRS990EZ/TotalRevenueAmt095094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 2,139 FEES 61 SOFTWARE 840 EVENTS 3,273 PROFESSIONAL FEES 450 TOTAL 6,763
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GUILLERMO RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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/PreparerFirmGrp/PreparerFirmEIN0650686998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH BISCAYNE BLVD SUITE 177
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033131
ReturnHeader/PreparerPersonGrp/PhoneNum03053770777
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN C ENRIQUEZ
ReturnHeader/ReturnTs02022-05-16T08:29:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GUILLERMO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODRIGUEZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,645
Liabilities
$0
Net assets
$172,645
Revenue
$95,094
Expenses
$17,596
Net income
$77,498
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
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.00$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