Civic Intelligence

Cfa Society Memphis

990EZ • Fiscal year 2021 • EIN 62-1636928

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 14, 2021

Organization ProfileWWW.CFASOCIETY.ORG
PO Box 382282Germantown, TN 38183

(901) 413-6256

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

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

76th percentile

$14,400

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

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

Asset Growth

65th percentile

16%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

28th percentile

-17%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$169,427

Up $23,876 (+16%) from 2020

Net Assets

$169,427

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin87th percentile

Revenue

Down

$61,092

Down $12,844 (-17%) from 2020

Expenses

Down

$37,216

Down $21,084 (-36%) from 2020

Net Income

Up

$23,876

Up $8,240 (+53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2012: $55,392Liabilities 2012: $02012Assets 2013: $58,067Liabilities 2013: $02013Assets 2014: $55,590Liabilities 2014: $02014Assets 2015: $65,498Liabilities 2015: $02015Assets 2016: $80,229Liabilities 2016: $02016Assets 2017: $99,205Liabilities 2017: $02017Assets 2018: $108,847Liabilities 2018: $02018Assets 2019: $129,915Liabilities 2019: $02019Assets 2020: $145,551Liabilities 2020: $02020Assets 2021: $169,427Liabilities 2021: $0Net Assets 2021: $169,4272021Assets 2022: $185,380Liabilities 2022: $0Net Assets 2022: $185,3802022Assets 2023: $181,925Liabilities 2023: $0Net Assets 2023: $181,9252023Assets 2024: $181,116Liabilities 2024: $0Net Assets 2024: $181,1162024Assets 2025: $168,991Liabilities 2025: $0Net Assets 2025: $168,9912025

Highlighted filing

2021

Assets$169,427
Liabilities$0
Net Assets$169,427
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $60,278Expenses 2012: $42,469Net Income 2012: $17,8092012Revenue 2013: $48,212Expenses 2013: $45,537Net Income 2013: $2,6752013Revenue 2014: $44,731Expenses 2014: $47,208Net Income 2014: -$2,4772014Revenue 2015: $43,322Expenses 2015: $33,414Net Income 2015: $9,9082015Revenue 2016: $57,034Expenses 2016: $42,303Net Income 2016: $14,7312016Revenue 2017: $60,289Expenses 2017: $41,313Net Income 2017: $18,9762017Revenue 2018: $51,574Expenses 2018: $41,932Net Income 2018: $9,6422018Revenue 2019: $78,044Expenses 2019: $56,976Net Income 2019: $21,0682019Revenue 2020: $73,936Expenses 2020: $58,300Net Income 2020: $15,6362020Revenue 2021: $61,092Expenses 2021: $37,216Net Income 2021: $23,8762021Revenue 2022: $56,516Expenses 2022: $40,563Net Income 2022: $15,9532022Revenue 2023: $50,214Expenses 2023: $53,669Net Income 2023: -$3,4552023Revenue 2024: $46,865Expenses 2024: $47,674Net Income 2024: -$8092024Revenue 2025: $41,450Expenses 2025: $53,575Net Income 2025: -$12,1252025

Highlighted filing

2021

Revenue$61,092
Expenses$37,216
Net Income$23,876
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$61,092
Mission and Program Overview

Mission

Serve and lead financial professionals by promoting ethical standards and professional development benefitting our community.

Program Services

DescriptionGrantsExpenses
SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.$0$37,215
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBY SPANNExecutive DirectorPT$14,400-$14,400
ANURAG PANDIT CFAPresident-$0--
CHRIS LOMAS CFATreasurer-$0--
NAPOLEON OVERTON CFABoard Member-$0--
EUGENE GARD CFABoard Member-$0--
MATT THOMPSON CFABoard Member-$0--
DANIELLE SCHONBAUM CFABoard Member-$0--
TARYN BURGESS CFABoard Member-$0--
TYSON PETERSON CFAPast President-$0--
JEFF LEWIS CFAPast President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Memphis
EIN
62-1636928
Phone
9014136256
Address
PO BOX 382282, GERMANTOWN, TN 38183

Signing Officer

Name
Anurag Pandit
Title
Current President
Phone
9014136256
Signed
2021-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Bryan D Grissom Jr
Phone
9017612720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 30.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: programming and events. Amount: 18,512. Description: administration and travel. Amount: 15. Description: miscellaneous. Amount: 572. Description: accounting. Amount: 3,717. Total to form 990-ez, line 16: 22,816.”

Raw XML Appendix201 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANURAG PANDIT CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS LOMAS CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NAPOLEON OVERTON CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EUGENE GARD CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT THOMPSON CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE SCHONBAUM CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TARYN BURGESS CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TYSON PETERSON CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFF LEWIS CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ABBY SPANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022816
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt042953
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030
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IRS990ScheduleA/InvestmentIncomePYPct00.00080
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IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051574
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAMMING AND EVENTS. AMOUNT: 18,512. DESCRIPTION: ADMINISTRATION AND TRAVEL. AMOUNT: 15. DESCRIPTION: MISCELLANEOUS. AMOUNT: 572. DESCRIPTION: ACCOUNTING. AMOUNT: 3,717. TOTAL TO FORM 990-EZ, LINE 16: 22,816.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANURAG PANDIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09014136256
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY MEMPHIS
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0621636928
ReturnHeader/Filer/PhoneNum09014136256
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 382282
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038183
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D GRISSOM JR
ReturnHeader/ReturnTs02021-09-17T13:06:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANURAG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PANDIT
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
$169,427
Liabilities
$0
Net assets
$169,427
Revenue
$61,092
Expenses
$37,216
Net income
$23,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.41$0.54$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.47$0.48$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.50$0.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.57$0.41$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.61$0.37$0.24
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$0.74$0.58$0.16
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.78$0.57$0.21
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$0.52$0.42$0.10
2017Summary only. Only limited summary data is available for this year.$0.99$0.00$0.60$0.41$0.19
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.57$0.42$0.15
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.43$0.33$0.10
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.45$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.48$0.46$0.03
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.60$0.42$0.18