2025-12-11T16:23:11-06:00 2025-06-30 472544071 ATLAS CPAS & ADVISORS PLLC 1230 SPRINGFIELD PIKE CINCINNATI OH 45215 990EZ 2024-07-01 237094427 CFA SOCIETY OF CINCINNATI INC CFAS 5135544811 4010 EXECUTIVE PARK DRIVE SUITE 100 CINCINNATI OH 45241 CAREY KRUER CFA EXECUTIVE DIRECTOR 5135544811 2025-11-30 1 0 JENNIFER BOEHM P02077673 5137714100 2025-11-30 2024 2025-03-06 01:10:19Z X WWW.CFASOCIETY.ORG/CINCINNATI X X 121258 X 34813 14100 62435 9910 121258 36838 319 59348 96505 24753 330635 0 355388 330635 355388 330635 355388 0 0 330635 355388 X CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, 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 BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. PROGRAMMING COMMITTEE ONCE AGAIN DELIVERED AN IMPRESSIVE LINEUP OF EVENTS - VARIED IN BOTH CONTENT AND FORMAT - THAT DREW EXCELLENT PARTICIPATION AND STRONG FEEDBACK. ATTENDANCE REMAINED HIGH THROUGHOUT THE YEAR, AND OUR CONTINUED COLLABORATION WITH THE FPA OF SOUTHWESTERN OHIO PROVED TO BE A VALUABLE PARTNERSHIP FOR BOTH COMMUNITIES. 0 0 THE REVIVED MEMBER GOLF OUTING CONTINUED ITS SUCCESS, AND THE PAST PRESIDENTS' GATHERING - REIMAGINED AS A CASUAL HAPPY HOUR WITH HORS D'OEVRES - AGAIN EXCEEDED EXPECTATIONS. THESE EVENTS NOT ONLY FOSTERED COMMUNITY BUT ALSO STRENGTHENED COMMUNICATION BETWEEN OUR LEADERSHIP, PAST PRESIDENTS, AND MEMBER FIRMS, SUPPORTING THE ADVANCEMENT OF OUR STRATEGIC GOALS. 0 0 THE EDUCATION COMMITTEE CONTINUED TO EXPAND RELATIONSHIPS WITH LOCAL UNIVERSITIES - PARTICULARLY THE UNIVERSITY OF CINCINNATI, XAVIER UNIVERSITY, AND MIAMI UNIVERSITY - HELPING BUILD AWARENESS OF THE CFA CHARTER AND FOSTERING THE NEXT GENERATION OF FINANCE PROFESSIONALS. ENGAGEMENT AMONG STUDENT MEMBERS CONTINUES TO GROW, REFLECTING THE POSITIVE IMPACT OF OUR CAMPUS OUTREACH. 0 0 SONIYA SHAH PRESIDENT 4.00 0 0 0 KEITH RENNEKAMP CFA VICE PRESIDENT 4.00 0 0 0 NATHAN BAILEY CFA PROGRAMMING 2.00 0 0 0 CHAUNCEY JOYCE TREASURER 1.00 0 0 0 TED PARCHMAN BOARD MEMBER 2.00 0 0 0 TONY MILLANO BOARD MEMBER 2.00 0 0 0 KRISTEN RETTIG BOARD MEMBER 2.00 0 0 0 JUSTIN ELLIS BOARD MEMBER 2.00 0 0 0 MIKE FRANKE BOARD MEMBER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 OH ASSOCIATION CONNECTION 4010 EXECUTIVE PARK DRIVE CINCINNATI OH 45241 5135544811 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 9,910. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CANDIDATE RECOGNITION EVENTS. AMOUNT: 8,376. DESCRIPTION: COMMUNITY SPONSORSHIPS. AMOUNT: 10,000. DESCRIPTION: MENTORSHIP PROGRAM COMMITTEE. AMOUNT: 1,073. DESCRIPTION: WIM COMMITTEE EXPENSE. AMOUNT: 4,852. DESCRIPTION: GEN COMMITTEE EXPENSES. AMOUNT: 4,874. DESCRIPTION: BOARD EXPENSES. AMOUNT: 963. DESCRIPTION: GEN BOARD ADMIN & TRAVEL. AMOUNT: 276. DESCRIPTION: BANK & CC FEES. AMOUNT: 672. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,947. DESCRIPTION: GEN OPERATING EXPENSES. AMOUNT: 103. DESCRIPTION: FOOD & BEVERAGE COSTS. AMOUNT: 18,804. DESCRIPTION: AUDIO VISUAL. AMOUNT: 2,275. DESCRIPTION: RENTAL SPACE. AMOUNT: 2,424. DESCRIPTION: SPEAKER FEES. AMOUNT: 1,739. DESCRIPTION: MISC EXPENSES. AMOUNT: 49. DESCRIPTION: CANDIDATE EDUCATION EXPENSES. AMOUNT: 116. DESCRIPTION: MEMBER VALUE COMMITTEE. AMOUNT: 805. TOTAL TO FORM 990-EZ, LINE 16: 59,348. THE 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.