Nonprofit · EIN 57-1134283
CFA SOCIETY SOUTH CAROLINA
Tax-exempt · LEXINGTON, SC 29073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $52,335 | $70,037 | -$17,702 | $235,163 | $0 | $235,163 |
| June 30, 2024 | 990-EZ | $49,364 | $48,707 | $657 | $254,866 | – | $254,866 |
| June 30, 2023 | 990-EZ | $41,025 | $24,538 | $16,487 | $254,210 | – | $254,210 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $25,605
- Program service revenue
- $25,532
- Investment income
- $214
- Other revenue
- $984
Expenses
- Grants and similar amounts paid
- $500
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,750
- Printing, publications and postage
- $1,298
- Other expenses
- $47,489
- Program services (functional)
- $68,666
Balance sheet and other
- Total assets, start of year
- $254,866
- Total assets, end of year
- $235,163
- Total liabilities, end of year
- $0
- Net assets, end of year
- $235,163
- Cash, savings and investments
- $235,163
- Gross receipts
- $52,335
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 |
|---|---|---|---|
| Katherine Hollenbeck CFA | President | 2 | $0 |
| Cliff Hodge CFA | Vice President | 2 | $0 |
| Irina Koch CFA | Secretary | 2 | $0 |
| Brian Hussain CFA | Treasurer | 2 | $0 |
| Michael Andreason CFA | Member at Large | 1.5 | $0 |
| John Decker CFA | Member at Large | 1.5 | $0 |
| Paul Meeks CFA | Member at Large | 1.5 | $0 |
| Robert Killins CFA | Member at Large | 1.5 | $0 |
| Steve Wickline CFA | Member at Large | 1.5 | $0 |
| Edward Graham CFA | Member at Large | 1.5 | $0 |
| Justin Pinckney CFA | Member at Large | 1.5 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN PINCKNEY CFA | PRESIDENT | 2 | $0 |
| KATHERINE HOLLENBECK CFA | VICE PRESIDE | 2 | $0 |
| CHARLES MOORE CFA | PAST PRESIDE | 2 | $0 |
| BRIAN HUSSAIN CFA | TREASURER | 2 | $0 |
| IRINA KOCH CFA | SECRETARY | 2 | $0 |
| PAUL MEEKS CFA | MEMBER AT LA | 2 | $0 |
| JOSHUA GREENE CFA | MEMBER AT LA | 2 | $0 |
| JOHN DECKER CFA | MEMBER AT LA | 2 | $0 |
| PETER NIELSEN CFA | MEMBER AT LA | 2 | $0 |
| CLIFF HODGE CFA | MEMBER AT LA | 2 | $0 |
| TED GRAHAM CFA | MEMBER AT LA | 2 | $0 |
| STEVE WICKLINE CFA | MEMBER AT LA | 2 | $0 |
990-EZ for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN PINCKNEY CFA | PRESIDENT | 2 | $0 |
| CHARLES MOORE CFA | PAST PRESIDE | 2 | $0 |
| KATIE STOKES CFA | VICE PRESIDE | 2 | $0 |
| PAUL MEEKS CFA | SECRETARY | 2 | $0 |
| BRIAN HUSSAIN CFA | TREASURER | 2 | $0 |
| IRINA KOCH CFA | MEMBER AT LA | 2 | $0 |
| JOSHUA GREENE CFA | MEMBER AT LA | 2 | $0 |
| DAVID ALLISON CFA | MEMBER AT LA | 2 | $0 |
| JOHN DECKER CFA | MEMBER AT LA | 2 | $0 |
| KAREN OESER CFA | MEMBER AT LA | 2 | $0 |
| PETER NIELSEN CFA | MEMBER AT LA | 2 | $0 |
| CLIFF HODGE CFA | MEMBER AT LA | 2 | $0 |
| TED GRAHAM CFA | MEMBER AT LA | 2 | $0 |
| STEVE MARINO CFA | MEMBER AT LA | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 313 HONEY TREE DR, LEXINGTON, SC 29073-6401
- In care of
- % CHARLES MOORE
- Mailing address (990-N for 2018)
- 106 w broad s, Greenville SC 29601
- Principal officer (990-N for 2018)
- Daniel Fetterolf, 106 w broad, Greenville SC 29601
- Signed the 990-EZ
- Steve Werber CFA, Treasurer
- Phone
- (917) 353-6710
- Website
- www.cfasc.org
- Return prepared by
- Glaser and Company LLC
Mission
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for the last 15 years.
Program accomplishments
- Membership We are proud to promote the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for over two decades.CFA Society South Carolina has over 238 members and is a member society with CFA Institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories. Our goal is to make a difference in the future of the profession at local level.Research ChallengeThe CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.Expenses $68,666 · grants $500
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
- 57-1134283
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J03)
- Assets (IRS master file)
- $235,163
- Income (IRS master file)
- $52,335
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $52,335 | $70,037 | $235,163 | XML |
| 990-EZ | June 2024 | $49,364 | $48,707 | $254,866 | IRS |
| 990-EZ | June 2023 | $41,025 | $24,538 | $254,210 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Daniel Fetterolf | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 57-1134283).
Questions about CFA SOCIETY SOUTH CAROLINA
- What is the EIN of CFA SOCIETY SOUTH CAROLINA?
- The employer identification number (EIN) of CFA SOCIETY SOUTH CAROLINA is 57-1134283.
- Is CFA SOCIETY SOUTH CAROLINA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2015.
- Are donations to CFA SOCIETY SOUTH CAROLINA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY SOUTH CAROLINA 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 SOUTH CAROLINA 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 SOUTH CAROLINA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY SOUTH CAROLINA?
- The 990-N for 2018 names Daniel Fetterolf.
- Who are the officers and directors of CFA SOCIETY SOUTH CAROLINA?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY SOUTH CAROLINA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $52,335, expenses of $70,037 and total assets of $235,163 at year end.
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