Nonprofit · EIN 59-3405436
CFA SOCIETY OF NAPLES INC
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $101,012 | $84,291 | $16,721 | $234,923 | $0 | $234,923 |
| August 31, 2024 | 990 | $103,751 | $83,482 | $20,269 | $218,202 | $0 | $218,202 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $94,545
- Investment income
- $6,467
- Net gain from sales of assets
- $2,764
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $9,780
- Salaries, compensation and benefits (total)
- $9,780
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $82,598
- Management and general (functional)
- $1,693
Balance sheet and other
- Total assets, start of year
- $218,202
- Total assets, end of year
- $234,923
- Total liabilities, end of year
- $0
- Net assets, end of year
- $234,923
- Net assets without donor restrictions
- $234,923
- Gross receipts
- $297,445
- Employees
- 0
- Year formed
- 1996
- State of legal domicile
- FL
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Zac Chichinski | Director Trustee or director | 1 | $0 |
| Serge Ecityan | Director Trustee or director | 1 | $0 |
| Tyler Hardt | Director Trustee or director | 1 | $0 |
| Travis Jones | Director Trustee or director | 1 | $0 |
| Joseph Koch | Director Trustee or director | 1 | $0 |
| Simon Lack | Director Trustee or director | 1 | $0 |
| Bobby Mahoney | Director Trustee or director | 1 | $0 |
| Thomas Mathews | Director Trustee or director | 1 | $0 |
| Mia Hyatt | President Officer | 3 | $0 |
| Chelsea Ganey | Vice President Officer | 3 | $0 |
| Vanessa Watt | Secretary Officer | 3 | $0 |
| Garrett Komiskey | Treasurer Officer | 3 | $0 |
990 for the year ended August 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Zac Chichinski | Director Trustee or director | 1 | $0 |
| Serge Ecityan | Director Trustee or director | 1 | $0 |
| Tyler Hardt | Director Trustee or director | 1 | $0 |
| Travis Jones | Director Trustee or director | 1 | $0 |
| Joseph Koch | Director Trustee or director | 1 | $0 |
| Simon Lack | Director Trustee or director | 1 | $0 |
| Thomas Walsh Jr | Director Trustee or director | 1 | $0 |
| Vanessa Watt | Director Trustee or director | 1 | $0 |
| Mia Hyatt | President Officer | 3 | $0 |
| Chelsea Ganey | Vice President Officer | 3 | $0 |
| Thomas Mathews | Secretary Officer | 3 | $0 |
| Garrett Komiskey | Treasurer Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 112034, NAPLES, FL 34108-0134
- In care of
- % CHRISTOPHER SQUITTIERI JR
- Mailing address (990-N for 2015)
- 1529 Nottingham Dr, Naples FL 34109
- Principal officer (990-N for 2015)
- Christopher Squittieri, 1529 Nottingham Dr, Naples FL 34109
- Signed the 990
- Garrett Komiskey, Treasurer
- Phone
- (813) 505-8288
- Website
- cfanaples.org
- Return prepared by
- Paul S Stepler PA
Mission
To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.
Program accomplishments
- We conduct luncheon, reception or dinner meetings with presentations and discussion on topical, relevant educational information to members and non-member guests. These presentations promote ethical and professional standards within the investment industry. The Society also provides public awareness programs to educate and facilitate the open exchange of information between the investment community and the investing public.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 59-3405436
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S46)
- Assets (IRS master file)
- $234,923
- Income (IRS master file)
- $297,445
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $101,012 | $84,291 | $234,923 | XML |
| 990 | August 2024 | $103,751 | $83,482 | $218,202 | XML |
| 990-EZ | August 2023 | – | – | – | IRS |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-N for 2015 Officer: Christopher Squittieri | August 31, 2016 | ≤ $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 59-3405436).
Questions about CFA SOCIETY OF NAPLES INC
- What is the EIN of CFA SOCIETY OF NAPLES INC?
- The employer identification number (EIN) of CFA SOCIETY OF NAPLES INC is 59-3405436.
- Is CFA SOCIETY OF NAPLES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2008.
- Are donations to CFA SOCIETY OF NAPLES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF NAPLES 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 NAPLES INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF NAPLES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CFA SOCIETY OF NAPLES INC?
- The 990-N for 2015 names Christopher Squittieri.
- Who are the officers and directors of CFA SOCIETY OF NAPLES INC?
- The 990 for the year ended August 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF NAPLES INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $101,012, expenses of $84,291 and total assets of $234,923 at year end.
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All nonprofits in NAPLES · Florida · Community improvement and capacity building