Nonprofit · EIN 31-1393658
COLUMBUS SOCIETY OF FINANCIAL ANALYSTS
Also known as CFA SOCIETY OF COLUMBUS
Tax-exempt · COLUMBUS, OH 43215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $166,287 | $140,326 | $25,961 | $386,266 | $0 | $386,266 |
| June 30, 2024 | 990 | $155,422 | $176,977 | -$21,555 | $362,984 | $29,760 | $333,224 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $114,410
- Membership dues
- $79,687
- Program service revenue
- $42,409
- Investment income
- $9,268
- Other revenue
- $200
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $655
- Travel
- $188
- Program services (functional)
- $127,561
- Management and general (functional)
- $12,765
Balance sheet and other
- Total assets, start of year
- $362,984
- Total assets, end of year
- $386,266
- Total liabilities, end of year
- $0
- Net assets, end of year
- $386,266
- Publicly traded securities
- $259,396
- Net assets without donor restrictions
- $386,266
- Gross receipts
- $166,287
- Employees
- 0
- Volunteers
- 20
- State of legal domicile
- OH
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 |
|---|---|---|---|
| JERRY BROWN | CO-PROGRAMMI Trustee or director | 1 | $0 |
| JIA YING GUO | RESEARCH CH Trustee or director | 1 | $0 |
| JAYANT JANGRA | ASST RESEARC Trustee or director | 1 | $0 |
| PETE KLINGELHOFER | CO-PROGRAMMI Trustee or director | 1 | $0 |
| JEFF LIU | MENTORSHIP Trustee or director | 1 | $0 |
| JACK MIKLOS | COMMUNICATIO Trustee or director | 1 | $0 |
| KELLY NOLL | UNIVERSITY R Trustee or director | 1 | $0 |
| COLIN WHITE | SPONSORSHIP Trustee or director | 1 | $0 |
| CHRIS BRINICH | PRESIDENT Officer | 1 | $0 |
| JOSIAH HUBER | SECRETARY Officer | 1 | $0 |
| CHI NGUYEN | VICE PRESIDE Officer | 1 | $0 |
| NICK SMITH | TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY BROWN | CO-PROGRAMMI Trustee or director | 1 | $0 |
| BOLUNG CAO | MENTORSHIP Trustee or director | 1 | $0 |
| JIA YING GUO | ASST RESEARC Trustee or director | 1 | $0 |
| LARA HOFFMANS | COMMUNICATIO Trustee or director | 1 | $0 |
| PETE KLINGELHOFER | CO-PROGRAMMI Trustee or director | 1 | $0 |
| JEFF LIU | REASEARCH CH Trustee or director | 1 | $0 |
| CHRIS BRINICH | PRESIDENT Officer | 1 | $0 |
| JOSIAH HUBER | SECRETARY Officer | 1 | $0 |
| ARON LAU | TREASURER Officer | 1 | $0 |
| CHI NGUYEN | VICE PRESIDE Officer | 1 | $0 |
| NICK SMITH | ASST TREASUR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 275 E BROAD ST, COLUMBUS, OH 43215-3771
- Principal officer (990 for 2024)
- CHRIS BRINICH
- Signed the 990
- CHRIS BRINICH, PRESIDENT
- Phone
- (614) 228-7041
- Website
- WWW.CFASOCIETY.ORG/COLUMBUS
- Return prepared by
- ANDERSON & COMPANY CPAS
Mission
PROMOTE EDUCATIONAL AND ETHICAL STANDARDS IN INVESTMENT INDUSTRY
Program accomplishments
- SPONSOR MONTHLY PREOFESSIONAL DEVELOPMENT MEETINGS FOR MEMBERS AND GUESTS. ATTENDANCE RANGED FROM 44-78, WITH AN AVERAGE OF 60. TOPICS INCLUDED THE HEDGE FUND BUBBLE, ECONOMIC FORECAST, EMERGING MARKETS, DEMOGRAPHIC TRENDS, SUBPRIME CRISIS, SPECIFIC COMPANY PRESENTATIONS, AND AN ETHICS WORKSHOP.
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
- 31-1393658
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $386,266
- Income (IRS master file)
- $166,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $166,287 | $140,326 | $386,266 | XML |
| 990 | June 2024 | $155,422 | $176,977 | $362,984 | IRS |
| 990 | June 2023 | $146,200 | $138,749 | $356,232 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 31-1393658).
Questions about COLUMBUS SOCIETY OF FINANCIAL ANALYSTS
- What is the EIN of COLUMBUS SOCIETY OF FINANCIAL ANALYSTS?
- The employer identification number (EIN) of COLUMBUS SOCIETY OF FINANCIAL ANALYSTS is 31-1393658.
- Is COLUMBUS SOCIETY OF FINANCIAL ANALYSTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
- Are donations to COLUMBUS SOCIETY OF FINANCIAL ANALYSTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COLUMBUS SOCIETY OF FINANCIAL ANALYSTS 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 COLUMBUS SOCIETY OF FINANCIAL ANALYSTS 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 COLUMBUS SOCIETY OF FINANCIAL ANALYSTS 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 COLUMBUS SOCIETY OF FINANCIAL ANALYSTS?
- The 990 for the year ended June 30, 2025 names CHRIS BRINICH.
- Who are the officers and directors of COLUMBUS SOCIETY OF FINANCIAL ANALYSTS?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does COLUMBUS SOCIETY OF FINANCIAL ANALYSTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $166,287, expenses of $140,326 and total assets of $386,266 at year end.
Other nonprofits in COLUMBUS
- BATTELLE MEMORIAL INSTITUTE EIN 31-4379427 · last filed 990 for 2025
- OHIOHEALTH CORPORATION EIN 31-4394942 · last filed 990 for 2025
- NATIONWIDE CHILDRENS HOSPITAL EIN 01-0782751 · last filed 990 for 2024
- OHIOHEALTH CORPORATION EIN 32-0007056 · last filed 990 for 2025
- NATIONWIDE CHILDRENS HOSPITAL INC EIN 31-1429047 · last filed 990 for 2021
- MOUNT CARMEL HEALTH SYSTEM EIN 31-1439334 · last filed 990 for 2025
- OHIO STATE UNIVERSITY PHYSICIANS INC EIN 31-1447726 · last filed 990 for 2025
- BUCKEYE POWER INC EIN 31-0676582 · last filed 990 for 2025