Cfa Society of Cincinnati Inc

Nonprofit profile at a glance

EIN
237094427
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Cincinnati, OH, USA
Phone
5135544811
Rating confidence
Limited

Official website

Reported finances

Revenue
$121,258
Expenses
$96,505
Assets
$355,388
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • SONIYA SHAH (PRESIDENT)
  • KEITH RENNEKAMP CFA (VICE PRESIDENT)

People named in this filing

  • SONIYA SHAH (PRESIDENT)
  • KEITH RENNEKAMP CFA (VICE PRESIDENT)
  • NATHAN BAILEY CFA (PROGRAMMING)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 100
  • Sustainability: 79
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 20.4%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 3.68; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 1.9% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.