Civic Intelligence

Cfa Society Phoenix

990 • Fiscal year 2021 • EIN 86-0469879

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 16, 2022

Organization ProfileCFASOCIETY.ORG/PHOENIX
233 E SOUTHERN AVE Room 27225Tempe, AZ 85282

(602) 456-2578

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

93rd percentile

54%

Higher net margin than 93% 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

86th percentile

46%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

16th percentile

-38%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$317,216

Up $99,452 (+46%) from 2020

Net Assets

Up

$317,216

Up $99,452 (+46%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Down

$123,222

Down $74,691 (-38%) from 2020

Expenses

Down

$56,548

Down $104,349 (-65%) from 2020

Net Income

Up

$66,674

Up $29,658 (+80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$317,216
Liabilities$0
Net Assets$317,216
Open 2021 Filing

Operations Trend

Revenue Growth16th 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

2021

Revenue$123,222
Expenses$56,548
Net Income$66,674
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 16, 2022
Return Version
2020v4.2
Gross Receipts
$123,222
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.

Membership association that promotes ethical and professional standards within the investment industry through member and public educational seminars and outreach events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$138,940$176,979▲ $38,039
Cash and Non-Interest-Bearing Accounts$78,824$140,237▲ $61,413
Total Assets$217,764$317,216▲ $99,452
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$217,764$317,216▲ $99,452
Total Net Assets Fund Balance$217,764$317,216▲ $99,452
Total Liabilities and Net Assets / Fund Balance$217,764$317,216▲ $99,452
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
John CarterPresident Thru 8/2020
Breton SteinPresident Vice-president
Cj DennisTreasurer Vice-president
Allie QuineDirector
Bart MillerDirector
Chad BruenningDirector
Evan NuttallDirector
Jack BiggsDirector
Jeffrey EllmaurerDirector
Joy KelleyDirector
Matthew J WhiteDirector
William LeeDirector
L Wendell LiconSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$117,947
Investment Income
$5,275
Other Revenue
$0
Change in Net Assets
$66,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,048
Grants and Similar Amounts Paid$1,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$25,000
Conferences and Meetings---$24,474
Office Expenses---$2,874
Fees for Services Accounting---$2,700
Grants to Domestic Orgs---$1,500
Total Functional Expenses$0$0$0$56,548
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“There is an annual meeting of the members. Regular members in good standing are each provided one vote and a quorum constitutes at least 10 of all regular members in good standing. These regular members vote to fill positions on the board of directors and for officer positions all board members must be regular members in good standing as well. Vacancies on the board that occur during the fiscal year are filled by the board themselves. The board is responsible for governance decisions for the organization.”

Form 990, Part VI, Section A, Line 7A 7B

“The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

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

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 12C

“While there are no paid officer or management positions, the organization has a policy in place for establishing and approving the compensation of its admin staff.”

Form 990, Part VI, Section C, Line 19

“The organization will provide, in a timely manner, financial statements and governing documents including its conflict of interest policies when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
Cfa Society Phoenix
EIN
86-0469879
Phone
6024562578
Address
233 E SOUTHERN AVE Room 27225, TEMPE, AZ 85282

Signing Officer

Name
Breton Stein
Title
Treasurer
Signed
2022-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Breton Stein
Formed
1965
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

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, Part II, Section A, Line 11G

“The organization paid 25,000 for an administrative assistant.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS AN ANNUAL MEETING OF THE MEMBERS. REGULAR MEMBERS IN GOOD STANDING ARE EACH PROVIDED ONE VOTE AND A QUORUM CONSTITUTES AT LEAST 10 OF ALL REGULAR MEMBERS IN GOOD STANDING. THESE REGULAR MEMBERS VOTE TO FILL POSITIONS ON THE BOARD OF DIRECTORS AND FOR OFFICER POSITIONS ALL BOARD MEMBERS MUST BE REGULAR MEMBERS IN GOOD STANDING AS WELL. VACANCIES ON THE BOARD THAT OCCUR DURING THE FISCAL YEAR ARE FILLED BY THE BOARD THEMSELVES. THE BOARD IS RESPONSIBLE FOR GOVERNANCE DECISIONS FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHILE THERE ARE NO PAID OFFICER OR MANAGEMENT POSITIONS, THE ORGANIZATION HAS A POLICY IN PLACE FOR ESTABLISHING AND APPROVING THE COMPENSATION OF ITS ADMIN STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PAID 25,000 FOR AN ADMINISTRATIVE ASSISTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part II, Section A, Line 11g
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY PHOENIX
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02022-02-25T10:25:59-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRETON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,216
Liabilities
$0
Net assets
$317,216
Revenue
$123,222
Expenses
$56,548
Net income
$66,674
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