2025-12-23T10:21:55-06:00 2025-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2024-07-01 236395738 CFA SOCIETY PHILADELPHIA INC CFAS 2153204980 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 PETER M CONNERS EXECUTIVE DIRECTOR 2153204980 2025-12-23 1 1 KATIE O GALASKA P01211168 2154414600 2024 2025-03-06 01:10:19Z PETER M CONNERS 1900 MARKET STREET 8TH FLOOR PHILADELPHIA PA 19103 629370 0 X WWW.CFAPHIL.ORG X 1943 PA CAREER ADVANCEMENT OF PROFESSIONALS 13 13 2 13 0 0 341805 353829 215156 250128 22123 25413 0 0 579084 629370 0 0 0 0 283496 290888 0 0 0 333709 392990 617205 683878 -38121 -54508 959881 1024289 190752 269197 769129 755092 TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE. 0 0 405936 250128 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. 405936 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 X 13 13 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 WOMEN'S LEADERSHIP INITIATIVE CHAIR 1.00 X 0 0 0 BILL HAGAN SECRETARY 1.00 X 0 0 0 BRIAN LAUZON WEALTH MANAGEMENT COMMITTE 1.00 X X 0 0 0 FLOYD SIMPSON IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 LARA COVIELLO VICE PRESIDENT, FINANCE & AUDIT COMMITTEE 1.00 X 0 0 0 LESLIE THEODOSOPOULOS VICE PRESIDENT 1.00 X 0 0 0 MELISSA NOVAK GOVERNANCE COMMITTEE CO-CHAIR 1.00 X X 0 0 0 MICHAEL NEELY TREASURER 1.00 X X 0 0 0 RICH JAKOTOWICZ 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 191323 0 0 191323 0 0 1 0 1 0 0 295179 58650 353829 CFA INSTITUTE 900099 141371 141371 CFA REVIEW COURSE 900099 84593 84593 PROGRAM AND EVENT REVE 900099 24164 24164 250128 25413 25413 629370 250128 0 25413 196194 56256 19606 18832 57710 18412 8219 7250 18931 9786 25523 235929 703 2496 DUES AND SUBSCRIPTIONS 7668 EQUIPMENT 363 683878 381791 264177 4219 101456 25850 54338 2108 1113 1698 995 489130 560609 57193 42714 959881 1024289 36917 30453 91115 189850 62720 48894 190752 269197 X 489129 755092 280000 0 769129 755092 959881 1024289 -54508 40471 0 X X 0 1 X 1 0 0 1 0 2108 1113 995 995 OPERATING LEASE LIABILITY 48894 48894 X 669841 40471 40471 629370 0 629370 683878 0 683878 0 683878 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, 2025 AND 2024, 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, 2022. 0 0 0 PETER CONNERS EXECUTIVE DIRECTOR 191323 0 0 0 0 0 0 0 0 0 191323 0 0 0 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 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.