2024-05-07T14:36:47-05:00 2023-06-30 202735141 BRUNNER BLACKSTONE & ASSOC PC 401 SMITH DRIVE SUITE 140 CRANBERRY TWP PA 160664132 990EZ 2022-07-01 251421153 CFA SOCIETY OF PITTSBURGH CFAS 6104705168 PO BOX 1212 PITTSBURGH PA 152301212 PHILIP H BARTELS CFA TREASURER 6104705168 2024-05-01 1 PHILIP BARTELS CFA 999009999 1 ELEANOR A WAGNER CPA P00537777 7247761099 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X WWW.CFASOCIETY.ORG/PITTSBURGH X X 136090 X 65400 32314 32998 5378 136090 31315 211 62184 93710 42380 301319 7895 351594 X 144222 187547 157097 164046 301319 351594 0 0 301319 351594 X THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS. MEETINGS,WEBINARS AND EVENTS TO ALLOW THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO DISCUSS CURRENT INVESTMENT ISSUES, STRATEGIES TECHNIQUES AND DIVERSITY. A GUEST SPEAKER MAY BE INVOLVED IN THE MEETING TO DISCUSS VARIOUS COMPANIES, ECONOMIC OR FINANCIAL MATTERS. VARIOUS CURRENT INFORMATION IS EXCHANGED WHICH BENEFITS THE LOCAL INVESTMENT COMMUNITY AS A WHOLE. 0 0 AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS. 0 0 A FINANCIAL LITERACY PROGRAM EXISTS FOR MEMBERS AND POTENTIAL INVESTMENT PROFESSIONALS BY SPONSORING LOCAL COMPETITIONS,OUTREACH PROGRAMS AND AN EMERGING LEADERS GROUP FOR THE NEWEST MEMBERS OF THE PROFESSION. GOAL IS ACCOMPLISHED THROUGH EVENTS, MEETINGS AND CAREER FAIRS. 0 0 THE MARKET OUTLOOK SESSION IS AN ANNUAL SPEAKING ENGAGEMENT FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) WHERE A PANEL OF EXPERT SPEAKERS DISCUSS ECONOMIC AND MARKET FORECASTING FOR THE UPCOMING YEAR. 0 0 PARTICIPATE IN THE CFA INSTITUTE GLOBAL INVESTMENT RESEARCH CHALLENGE, WHICH GATHERS STUDENTS, INVESTMENT INDUSTRY PROFESSIONALS, PUBLICLY TRADED COMPANIES, AND CORPORATE SPONSORS TOGETHER LOCALLY, REGIONALLY, AND GLOBALLY FOR A REAL WORLD COMPETITION. THIS CHALLENGE PROMOTES BEST PRACTICES IN EQUITY RESEARCH AND COMPANY ANALYSIS, AS STUDENTS RESEARCH, ANALYZE, AND REPORT ON A COMPANY AS IF THEY ARE PRACTICING PROFESSIONALS. ALL PARTICIPANTS ARE HELD TO THE STANDARD OF THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT. 0 0 JODY MADALA PRESIDENT 2.50 0 0 0 ERIC FENCIL VICE PRESIDENT 2.50 0 0 0 PHILIP BARTELS TREASURER 2.50 0 0 0 DINA MUTH SECRETARY 2.50 0 0 0 GENE NATALI JR BOARD MEMBER 1.00 0 0 0 BRADLEY JONES BOARD MEMBER 1.00 0 0 0 JESSICA FESDAN BOARD MEMBER 1.00 0 0 0 JIM HERRINGTON IMMEDIATE PAST PRESIDENT 1.00 0 0 0 0 0 0 0 0 0 0 0 PHILIP H BARTELS CFA 820 N SHERIDAN AVENUE PITTSBURGH PA 15206 6104705168 0 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME ON MONEY MARKET ACCOUNT. AMOUNT: 672. DESCRIPTION: DIVIDEND INCOME ON BROKERAGE ACCOUNT. AMOUNT: 4,706. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,378. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 1,062. DESCRIPTION: NETWORKING/OUTREACH. AMOUNT: 19,018. DESCRIPTION: MISCELLANEOUS. AMOUNT: 11,951. DESCRIPTION: FINANCIAL PROGRAM MEETING AND EVENT EXPENSES. AMOUNT: 30,153. TOTAL TO FORM 990-EZ, LINE 16: 62,184. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS AND LOSSES ON INVESTMENTS CARRIED AT FMV. AMOUNT: 7,895. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT IN SECURITIES AT FAIR MARKET VALUE. BEG. OF YEAR AMOUNT: 157,097. END OF YEAR AMOUNT: 164,046.