Civic Intelligence

Cfa Society Phoenix

990EZ • Fiscal year 2018 • EIN 86-0469879

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 02, 2018

Organization ProfileWWW.CFASOCIETY.ORG/PHOENIX
PO Box 19317Fountain Hills, AZ 85269-9317

(480) 478-4039

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

48th percentile

2.0%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

6.2%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-8.4%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$161,410

Up $9,395 (+6.2%) from 2017

Net Assets

Up

$161,410

Up $9,395 (+6.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$150,344

Down $13,730 (-8.4%) from 2017

Expenses

Down

$147,391

Down $7,617 (-4.9%) from 2017

Net Income

Down

$2,953

Down $6,113 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2014: $91,252Net Assets 2014: $91,2522014Assets 2015: $116,736Net Assets 2015: $116,7362015Assets 2016: $135,444Net Assets 2016: $135,4442016Assets 2017: $152,015Net Assets 2017: $152,0152017Assets 2018: $161,410Net Assets 2018: $161,4102018Assets 2019: $182,067Liabilities 2019: $0Net Assets 2019: $182,0672019Assets 2020: $217,764Liabilities 2020: $0Net Assets 2020: $217,7642020Assets 2021: $317,216Liabilities 2021: $0Net Assets 2021: $317,2162021Assets 2022: $310,174Liabilities 2022: $0Net Assets 2022: $310,1742022Assets 2023: $313,558Liabilities 2023: $0Net Assets 2023: $313,5582023Assets 2024: $324,829Liabilities 2024: $0Net Assets 2024: $324,8292024Assets 2025: $312,481Liabilities 2025: $0Net Assets 2025: $312,4812025

Highlighted filing

2018

Assets$161,410
Liabilities-
Net Assets$161,410
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $101,608Expenses 2014: $90,345Net Income 2014: $11,2632014Revenue 2015: $113,165Expenses 2015: $87,681Net Income 2015: $25,4842015Revenue 2016: $139,257Expenses 2016: $121,114Net Income 2016: $18,1432016Revenue 2017: $164,074Expenses 2017: $155,008Net Income 2017: $9,0662017Revenue 2018: $150,344Expenses 2018: $147,391Net Income 2018: $2,9532018Revenue 2019: $209,297Expenses 2019: $190,266Net Income 2019: $19,0312019Revenue 2020: $197,913Expenses 2020: $160,897Net Income 2020: $37,0162020Revenue 2021: $123,222Expenses 2021: $56,548Net Income 2021: $66,6742021Revenue 2022: $166,460Expenses 2022: $163,994Net Income 2022: $2,4662022Revenue 2023: $225,578Expenses 2023: $226,203Net Income 2023: -$6252023Revenue 2024: $213,475Expenses 2024: $218,537Net Income 2024: -$5,0622024Revenue 2025: $241,691Expenses 2025: $260,263Net Income 2025: -$18,5722025

Highlighted filing

2018

Revenue$150,344
Expenses$147,391
Net Income$2,953
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$154,546
Mission and Program Overview

Mission

We promote ethical and professional standards within the investment industry, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community, and work to further the publics understanding of the investment industry.

SUPPORTS CFAs THRU EDUCATION, STANDARDS, ETC.

Program Services

DescriptionGrantsExpenses
OUR SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH EDUCATIONAL AND NETWORKING EVENTS, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES BRUENINGPresident-$0--
JACK BIGGSVice President-$0--
JOHN CARTERSecretary-$0--
MICHAEL SCHOPPETTreasurer-$0--
BRETON STEINDirector-$0--
WENDELL LICONDirector-$0--
MATTHEW HAERTZENDirector-$0--
WILLIAM LEEDirector-$0--
CHRISTOPHER DENNISDirector-$0--
JEREMY PREISSDirector-$0--
BRIAN JACKSONDirector-$0--
CODY AMISDirector-$0--
NATHAN ERICKSONDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Cfa Society Phoenix
EIN
86-0469879
Phone
4804784039
Address
PO BOX 19317, FOUNTAIN HILLS, AZ 85269-9317

Signing Officer

Name
Charles Bruening
Title
President
Signed
2018-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

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

“Administrative Expenses 2,691”

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

“Conferences and Meetings 121,450”

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

“Marketing Promotion 3,000”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized Gains or Losses 6,442”

Raw XML Appendix152 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/CityNm0FOUNTAIN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0852699317
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES BRUENING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK BIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL SCHOPPET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRETON STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WENDELL LICON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATTHEW HAERTZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTOPHER DENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEREMY PREISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRIAN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CODY AMIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NATHAN ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06442
IRS990EZ/OtherExpensesTotalAmt0127141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTS CFAs THRU EDUCATION, STANDARDS, ETC.
IRS990EZ/ProgramServiceRevenueAmt0112352
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt04202
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1542
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147391
IRS990EZ/TotalRevenueAmt0150344
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative Expenses 2,691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences and Meetings 121,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing Promotion 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Gains or Losses 6,442
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES BRUENING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY PHOENIX
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0860469879
ReturnHeader/Filer/PhoneNum04804784039
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19317
ReturnHeader/Filer/USAddress/CityNm0FOUNTAIN HILLS
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ReturnHeader/Filer/USAddress/ZIPCd0852699317
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.162.157.61
ReturnHeader/FilingSecurityInformation/IPDt02018-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm021:37:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02018-10-22T03:04:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,410
Liabilities
-
Net assets
$161,410
Revenue
$150,344
Expenses
$147,391
Net income
$2,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$2.42$2.60$0.19
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$2.13$2.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.26$2.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.66$1.64$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.23$0.57$0.67
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.98$1.61$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.09$1.90$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.61$1.61$1.50$1.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.64$1.55$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.35$1.35$1.39$1.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.13$0.88$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.02$0.90$0.11