Nonprofit · EIN 23-6395738
CFA SOCIETY OF PHILADELPHIA INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $629,370 | $683,878 | -$54,508 | $1,024,289 | $269,197 | $755,092 |
| June 30, 2024 | 990 | $579,084 | $617,205 | -$38,121 | $959,881 | $190,752 | $769,129 |
| June 30, 2023 | 990 | $593,332 | $615,440 | -$22,108 | $870,162 | $97,893 | $772,269 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $353,829
- Membership dues
- $295,179
- Program service revenue
- $250,128
- Investment income
- $25,413
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $196,194
- Other salaries and wages
- $56,256
- Salaries, compensation and benefits (total)
- $290,888
- Professional fundraising fees
- $0
- Accounting fees
- $18,412
- Occupancy
- $9,786
- Travel
- $25,523
- Depreciation
- $703
Balance sheet and other
- Total assets, start of year
- $959,881
- Total assets, end of year
- $1,024,289
- Total liabilities, end of year
- $269,197
- Net assets, end of year
- $755,092
- Land, buildings and equipment
- $995
- Publicly traded securities
- $560,609
- Net assets without donor restrictions
- $755,092
- Gross receipts
- $629,370
- Employees
- 2
- Volunteers
- 13
- Year formed
- 1943
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER CONNERS | EXECUTIVE DIRECTOR Officer | 40 | $191,323 |
| AARON FILBECK | PROGRAMS COMMITTEE CHAIR Trustee or director | 1 | $0 |
| ANDREW D'AMICO | OUTREACH COMMITTEE CHAIR Trustee or director | 1 | $0 |
| BETH STONE | WOMEN'S LEADERSHIP INITIATIVE CHAIR Trustee or director | 1 | $0 |
| BILL HAGAN | SECRETARY Trustee or director | 1 | $0 |
| BRIAN LAUZON | WEALTH MANAGEMENT COMMITTE Trustee or director, Officer | 1 | $0 |
| FLOYD SIMPSON | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 |
| LARA COVIELLO | VICE PRESIDENT, FINANCE & AUDIT COMMITTEE Trustee or director | 1 | $0 |
| LESLIE THEODOSOPOULOS | VICE PRESIDENT Trustee or director | 1 | $0 |
| MELISSA NOVAK | GOVERNANCE COMMITTEE CO-CHAIR Trustee or director, Officer | 1 | $0 |
| MICHAEL NEELY | TREASURER Trustee or director, Officer | 1 | $0 |
| RICH JAKOTOWICZ | PRESIDENT Trustee or director | 1 | $0 |
| ROBERT NORTON | PROGRAMS COMMITTEE Trustee or director | 1 | $0 |
| SEAN HEBERLING | GOVERNANCE COMMITTEE CO-CHAIR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER CONNERS | EXECUTIVE DIRECTOR Officer | 40 | $186,435 |
| RACHEL HORVATH | MARKETING MANAGER Trustee or director | 1 | $53,300 |
| AARON FILBECK | PROGRAMS COMMITTEE CHAIR Trustee or director | 1 | $0 |
| ANDREW D'AMICO | OUTREACH COMMITTEE CHAIR Trustee or director | 1 | $0 |
| BETH STONE | D&I CONFERENCE COMMITTEE C Trustee or director | 1 | $0 |
| BILL HAGAN | PRIVATE WEALTH MANAGEMENT Trustee or director | 1 | $0 |
| BRIAN LAUZON | WEALTH MANAGEMENT COMMITTE Trustee or director, Officer | 1 | $0 |
| DAVID SHEPHERD | PROGRAMS COMMITTEE Trustee or director | 1 | $0 |
| FLOYD SIMPSON | BOARD PRESIDENT Trustee or director | 1 | $0 |
| LARA COVIELLO | SECRETARY Trustee or director | 1 | $0 |
| LESLIE THEODOSOPOULOS | VICE PRESIDENT Trustee or director | 1 | $0 |
| MELISSA NOVAK | GOVERNANCE COMMITTEE Trustee or director, Officer | 1 | $0 |
| MICHAEL NEELY | TREASURER Trustee or director, Officer | 1 | $0 |
| RICH JAKOTOWICZ | VICE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT NORTON | PROGRAMS COMMITTEE Trustee or director | 1 | $0 |
| SEAN HEBERLING | GOVERNANCE COMMITTEE CO-CH Trustee or director | 1 | $0 |
| ARTHUR RUFFIN | SOCIETY RELATIONS MANAGER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER CONNERS | EXECUTIVE DIRECTOR Officer | 40 | $138,000 | $7,000 |
| AARON FILBECK | PROGRAMS COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| ANDREW D'AMICO | OUTREACH COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| BETH STONE | D&I CONFERENCE COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| BILL HAGAN | PRIVATE WEALTH MANAGEMENT CONF. COMMITTEE Trustee or director | 1 | $0 | $0 |
| BRIAN LAUZON | WEALTH MANAGEMENT COMMITTEE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SHEPHERD | PROGRAMS COMMITTEE Trustee or director | 1 | $0 | $0 |
| FLOYD SIMPSON | BOARD PRESIDENT Trustee or director | 1 | $0 | $0 |
| LARA COVIELLO | SECRETARY Trustee or director | 1 | $0 | $0 |
| LESLIE THEODOSOPOULOS | VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| MELISSA NOVAK | GOVERNANCE COMMITTEE Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL NEELY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICH JAKOTOWICZ | VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| ROBERT NORTON | PROGRAMS COMMITTEE Trustee or director | 1 | $0 | $0 |
| SEAN HEBERLING | GOVERNANCE COMMITTEE CO-CHAIR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 NORTH 20TH STREET 4TH FL, PHILADELPHIA, PA 19103-1560
- Principal officer (990 for 2024)
- PETER M CONNERS, 1900 MARKET STREET 8TH FLOOR, PHILADELPHIA, PA 19103
- Signed the 990
- PETER M CONNERS, EXECUTIVE DIRECTOR
- Phone
- (215) 320-4980
- Website
- WWW.CFAPHIL.ORG
- Return prepared by
- KREISCHER MILLER
Mission
TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE.
Program accomplishments
- ORGANIZED AND SPONSORED BREAKFASTS, LUNCHES, AND ANNUAL DINNER MEETINGS, EACH WITH A GUEST SPEAKER PROVIDING INFORMATION AND VIEWS ON TOPICAL INDUSTRY ISSUES.Expenses $405,936 · revenue $250,128
- PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6395738
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,024,289
- Income (IRS master file)
- $629,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $629,370 | $683,878 | $1,024,289 | XML |
| 990 | June 2024 | $579,084 | $617,205 | $959,881 | IRS |
| 990 | June 2023 | $593,332 | $615,440 | $870,162 | XML |
| 990 | June 2022 | $591,832 | $543,313 | $896,798 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6395738).
Questions about CFA SOCIETY OF PHILADELPHIA INC
- What is the EIN of CFA SOCIETY OF PHILADELPHIA INC?
- The employer identification number (EIN) of CFA SOCIETY OF PHILADELPHIA INC is 23-6395738.
- Is CFA SOCIETY OF PHILADELPHIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1955.
- Are donations to CFA SOCIETY OF PHILADELPHIA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF PHILADELPHIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF PHILADELPHIA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF PHILADELPHIA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF PHILADELPHIA INC?
- The 990 for the year ended June 30, 2025 names PETER M CONNERS.
- Who are the officers and directors of CFA SOCIETY OF PHILADELPHIA INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $191,323 (PETER CONNERS, EXECUTIVE DIRECTOR).
- How much revenue does CFA SOCIETY OF PHILADELPHIA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $629,370, expenses of $683,878 and total assets of $1,024,289 at year end.
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