2024-05-13T16:10:17-05:00 2023-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2022-07-01 236395738 CFA SOCIETY PHILADELPHIA INC CFAS 2153204980 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 PETER M CONNERS EXECUTIVE DIRECTOR 2153204980 2024-05-12 1 PETER CONNERS 999009999 1 CHRISTOPHER M PEKULA P00734965 2154414600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER M CONNERS 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 593332 0 X WWW.CFAPHIL.ORG X 1943 PA CAREER ADVANCEMENT OF PROFESSIONALS 14 14 2 14 0 0 371740 368793 217794 224501 2298 38 0 0 591832 593332 0 0 0 0 249418 276977 0 0 0 293895 338463 543313 615440 48519 -22108 896798 870162 141993 97893 754805 772269 TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE. 0 0 ORGANIZED AND SPONSORED BREAKFASTS, LUNCHES, AND ANNUAL DINNER MEETINGS, EACH WITH A GUEST SPEAKER PROVIDING INFORMATION AND VIEWS ON TOPICAL INDUSTRY ISSUES. PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X PETER M CONNERS 2153204980 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 AARON FILBECK PROGRAMS COMMITTEE CHAIR 1.00 X 0 0 0 ANDREW D'AMICO OUTREACH COMMITTEE CHAIR 1.00 X 0 0 0 BETH STONE D&I CONFERENCE COMMITTEE CHAIR 1.00 X 0 0 0 BILL HAGAN PRIVATE WEALTH MANAGEMENT CONF. COMMITTEE 1.00 X 0 0 0 BRIAN LAUZON WEALTH MANAGEMENT COMMITTEE CHAIR 1.00 X X 0 0 0 DAVID SHEPHERD PROGRAMS COMMITTEE 1.00 X 0 0 0 FLOYD SIMPSON BOARD PRESIDENT 1.00 X 0 0 0 LARA COVIELLO SECRETARY 1.00 X 0 0 0 LESLIE THEODOSOPOULOS VICE PRESIDENT 1.00 X 0 0 0 MELISSA NOVAK GOVERNANCE COMMITTEE 1.00 X X 0 0 0 MICHAEL NEELY TREASURER 1.00 X X 0 0 0 RICH JAKOTOWICZ VICE PRESIDENT 1.00 X 0 0 0 ROBERT NORTON PROGRAMS COMMITTEE 1.00 X 0 0 0 SEAN HEBERLING GOVERNANCE COMMITTEE CO-CHAIR 1.00 X 0 0 0 PETER CONNERS EXECUTIVE DIRECTOR 40.00 X 138000 0 7000 138000 0 7000 1 0 0 0 0 295722 73071 368793 CFA INSTITUTE 900099 157715 157715 CFA REVIEW COURSE 900099 53220 53220 PROGRAM AND EVENT REVE 900099 13566 13566 224501 38 38 593332 224501 0 38 145000 83978 31481 16518 53192 4400 15646 79 1824 5757 2914 16742 9830 11092 204228 1448 CREDIT CARD / PAYPAL PR 5535 DUES AND SUBSCRIPTIONS 5413 OFF SITE STORAGE 261 SHIPPING/FREIGHT 94 8 615440 469089 403622 12043 1190 2833 12945 16776 16776 0 0 412833 452405 896798 870162 73293 12718 68700 85175 141993 97893 X 474805 492269 280000 280000 754805 772269 896798 870162 -22108 39572 0 X X 0 1 X 1 0 0 1 0 16776 16776 0 0 X 632825 39572 39572 593253 79 79 593332 615361 0 615361 79 79 615440 PART X, LINE 2: THE SOCIETY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO JUNE 30, 2020. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS AT THE ANNUAL MEETINGS. MEMBERS ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE AS OF SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE ASSOCIATION FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY, ARE SENT TO THE ACCOUNTANT FOR RESPONSES. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET THAT THEY APPROVE OF FORM 990 AS PREPARED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINISH THEIR CAPACITY TO SERVE. THIS PROCEDURE IS DONE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ANY MEMBER OF THE GENERAL PUBLIC MAY APPEAR AT THE MANAGEMENT OFFICES OF THE ASSOCIATION AND REQUEST TO INSPECT COPIES OF THE ASSOCIATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, OR FORM 990. FORM 990, PART XII, LINE 1 THE SOCIETY USES A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. UNDER THIS BASIS, REVENUES ARE RECOGNIZED WHEN RECEIVED RATHER THAN EARNED, CONTRIBUTIONS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN PROMISED, AND EXPENDITURES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IN INCURRED. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.