Nonprofit · EIN 23-7094427
CFA SOCIETY OF CINCINNATI INC
Tax-exempt · CINCINNATI, OH 45241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $121,258 | $96,505 | $24,753 | $355,388 | $0 | $355,388 |
| June 30, 2024 | 990-EZ | $138,551 | $148,096 | -$9,545 | $330,635 | $0 | $330,635 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,813
- Membership dues
- $62,435
- Program service revenue
- $14,100
- Investment income
- $9,910
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $36,838
- Printing, publications and postage
- $319
- Other expenses
- $59,348
Balance sheet and other
- Total assets, start of year
- $330,635
- Total assets, end of year
- $355,388
- Total liabilities, end of year
- $0
- Net assets, end of year
- $355,388
- Cash, savings and investments
- $355,388
- Gross receipts
- $121,258
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONIYA SHAH | PRESIDENT | 4 | $0 |
| KEITH RENNEKAMP CFA | VICE PRESIDENT | 4 | $0 |
| NATHAN BAILEY CFA | PROGRAMMING | 2 | $0 |
| CHAUNCEY JOYCE | TREASURER | 1 | $0 |
| TED PARCHMAN | BOARD MEMBER | 2 | $0 |
| TONY MILLANO | BOARD MEMBER | 2 | $0 |
| KRISTEN RETTIG | BOARD MEMBER | 2 | $0 |
| JUSTIN ELLIS | BOARD MEMBER | 2 | $0 |
| MIKE FRANKE | BOARD MEMBER | 2 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC PETTWAY CFA | PRESIDENT | 4 | $0 |
| KEITH RENNEKAMP CFA | VICE PRESIDENT | 4 | $0 |
| MICHAEL ALUISE CFA | PROGRAMMING | 2 | $0 |
| CURTIS BAILEY CFA | EDUCATION | 2 | $0 |
| NATHAN BAILEY CFA | TREASURER | 1 | $0 |
| CASEY JONES | MENTORSHIP | 2 | $0 |
| TED PARCHMAN | SECRETARY | 2 | $0 |
| SONIYA SHAH | GLOBAL RESEARCH | 2 | $0 |
| MARC DIZARD | MEMBERSHIP VALUE | 2 | $0 |
| MATTHEW YUNG CFA | ADVOCACY & STRATEGIC | 2 | $0 |
| CAREY KRUER CFA | EXECUTIVE DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4010 EXECUTIVE PARK DR STE 100, CINCINNATI, OH 45241-2021
- Signed the 990-EZ
- CAREY KRUER CFA, EXECUTIVE DIRECTOR
- Phone
- (513) 554-4811
- Return prepared by
- ATLAS CPAS & ADVISORS PLLC
Mission
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.
Program accomplishments
- 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.
- 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.
- 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.
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7094427
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $355,388
- Income (IRS master file)
- $121,258
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $121,258 | $96,505 | $355,388 | XML |
| 990-EZ | June 2024 | $138,551 | $148,096 | $330,635 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 23-7094427).
Questions about CFA SOCIETY OF CINCINNATI INC
- What is the EIN of CFA SOCIETY OF CINCINNATI INC?
- The employer identification number (EIN) of CFA SOCIETY OF CINCINNATI INC is 23-7094427.
- Is CFA SOCIETY OF CINCINNATI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to CFA SOCIETY OF CINCINNATI INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF CINCINNATI 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 CINCINNATI 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 CINCINNATI INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETY OF CINCINNATI INC?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF CINCINNATI INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $121,258, expenses of $96,505 and total assets of $355,388 at year end.
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