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Cfa Society Of Cincinnati Inc

  • Cincinnati, OH
  • Tax-exempt since June 1971
  • EIN: 23-7094427

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$139k (2024)

Expenses
$148k (2024)

Total Assets
$331k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$138,551
Expenses
$148,096
Net Income
-$9,545
Net Assets
$330,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,695
29.4%
Program Services $32,638
23.6%
Investment Income $7,095
5.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $330,635
Total Liabilities $0
Net Assets $330,635
Compensation
Key Employees and Officers Compensation Other
Eric Pettway Cfa (President) $0 $0
Keith Rennekamp Cfa (Vice President) $0 $0
Michael Aluise Cfa (Programming) $0 $0
Curtis Bailey Cfa (Education) $0 $0
Nathan Bailey Cfa (Treasurer) $0 $0
Casey Jones (Mentorship) $0 $0
Ted Parchman (Secretary) $0 $0
Soniya Shah (Global Research) $0 $0
Marc Dizard (Membership Value) $0 $0
Matthew Yung Cfa (Advocacy & Strategic) $0 $0
Carey Kruer Cfa (Executive Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 13, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,067
Expenses
$116,931
Net Income
-$36,864
Net Assets
$340,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,777
28.4%
Program Services $10,485
13.1%
Investment Income $61
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $340,180
Total Liabilities $0
Net Assets $340,180
Compensation
Key Employees and Officers Compensation Other
Eric Pettway Cfa (President) $0 $0
Keith Rennekamp Cfa (Vice President) $0 $0
Michael Aluise Cfa (Programming) $0 $0
Curtis Bailey Cfa (Education) $0 $0
Nathan Bailey Cfa (Treasurer) $0 $0
Casey Jones (Mentorship) $0 $0
Ted Parchman (Secretary) $0 $0
Soniya Shah (Global Research) $0 $0
Marc Dizard (Membership Value) $0 $0
Matthew Yung Cfa (Advocacy & Strategic) $0 $0
Carey Kruer Cfa (Executive Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 23, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,331
Expenses
$154,397
Net Income
-$51,066
Net Assets
$377,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,554
44.1%
Program Services $16,238
15.7%
Investment Income $61
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $377,044
Total Liabilities $0
Net Assets $377,044
Compensation
Key Employees and Officers Compensation Other
Eric Pettway Cfa (President) $0 $0
Keith Rennekamp Cfa (Vice Preside) $0 $0
Michael Aluise Cfa (Programming) $0 $0
Curtis Bailey Cfa (Education) $0 $0
Nathan Bailey Cfa (Treasurer) $0 $0
Casey Jones (Mentorship) $0 $0
Ted Parchman (Secretary) $0 $0
Soniya Shah (Global Resea) $0 $0
Tara York Cfa (Member Value) $0 $0
Matthew Yung Cfa (Advocacy & S) $0 $0
Carey Kruer Cfa (Executive Di) $0 $0
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Document Links

990-EZ
Filed on Feb. 15, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,027
Expenses
$52,876
Net Income
$52,151
Net Assets
$428,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,745
48.3%
Program Services $5,635
5.4%
Investment Income $103
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $428,110
Total Liabilities $0
Net Assets $428,110
Compensation
Key Employees and Officers Compensation Other
Matthew Yung Cfa (President) $0 $0
Eric Pettway Cfa (Vice Preside) $0 $0
Keith Rennekamp Cfa (Secretary) $0 $0
Michael Aluise Cfa (Programming) $0 $0
Carey Kruer Cfa (Executive Di) $0 $0
Nathan Bailey Cfa (Treasurer) $0 $0
Soniya Shah (Member At La) $0 $0
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Document Links

990-EZ
Filed on Oct. 14, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,172
Expenses
$67,864
Net Income
$28,308
Net Assets
$375,959
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,935
53.0%
Program Services $17,596
18.3%
Investment Income $1,801
1.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $375,959
Total Liabilities $0
Net Assets $375,959
Compensation
Key Employees and Officers Compensation Other
Scott Keller Cfa (President) $0 $0
Matthew Yung Cfa (Vice Preside) $0 $0
Michael Aluise Cfa (Treasurer) $0 $0
Eric Pettway Cfa (Membership) $0 $0
Keith Rennekamp Cfa (Secretary) $0 $0
Nathan Bailey Cfa (Education) $0 $0
Carey Kruer Cfa (Executive Di) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 10, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,708
Expenses
$95,043
Net Income
$24,665
Net Assets
$347,635
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,015
49.3%
Program Services $20,333
17.0%
Investment Income $2,314
1.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $347,635
Total Liabilities $0
Net Assets $347,635
Compensation
Key Employees and Officers Compensation Other
Yvonne Bishop Cfa (President) $0 $0
Scott Keller Cfa (Vice Preside) $0 $0
Michael Aluise Cfa (Treasurer) $0 $0
Matthew Yung Cfa (Global Resea) $0 $0
Eric Pettway Cfa (Secretary) $0 $0
Nathan Bailey Cfa (Education) $0 $0
Stephanie Thomas Cfa (Past Preside) $0 $0
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Document Links

990-EZ
Filed on Nov. 6, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,130
Expenses
$85,835
Net Income
$13,295
Net Assets
$321,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,715
39.1%
Program Services $24,685
24.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $321,632
Total Liabilities $0
Net Assets $321,632
Compensation
Key Employees and Officers Compensation Other
Stephanie Thomas Cfa (President) $0 $0
Yvonne Bishop Cfa (Vice Preside) $0 $0
Scott Keller Cfa (Treasurer) $0 $0
Eric Pettway Cfa (Global Resea) $0 $0
Matthew Yung Cfa (Global Resea) $0 $0
Michael Aluise Cfa (Education) $0 $0
Nathan Bishop Cfa (Past Preside) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 29, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,771
Expenses
$73,231
Net Income
$24,540
Net Assets
$308,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,105
38.0%
Program Services $23,376
23.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $308,337
Total Liabilities $0
Net Assets $308,337
Compensation
Key Employees and Officers Compensation Other
Nathan Bishop Cfa (President) $0 $0
Stephanie Thomas Cfa (Vice Preside) $0 $0
Scott Keller Cfa (Treasurer) $0 $0
Yvonne Bishop Cfa (Global Resea) $0 $0
Matthew Yung Cfa (Secretary) $0 $0
Michael Aluise Cfa (Education) $0 $0
Nolan Bean Cfa (Past Preside) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 14, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,212
Expenses
$55,131
Net Income
$40,081
Net Assets
$283,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,800
31.3%
Program Services $21,312
22.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $283,797
Total Liabilities $0
Net Assets $283,797
Compensation
Key Employees and Officers Compensation Other
Nolan Bean Cfa (President) $0 $0
Nate Bishop Cfa (Vice Preside) $0 $0
Stephanie Thomas Cfa (Treasurer) $0 $0
Yvonne Bishop Cfa (Global Resea) $0 $0
Scott Keller Cfa (Education) $0 $0
Michael Jordan Cfa (Past Preside) $0 $0
Matthew Yung Cfa (Secretary) $0 $0
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Document Links

990-EZ
Filed on Sept. 15, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,095
Expenses
$91,794
Net Income
-$7,699
Net Assets
$243,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,132
26.3%
Program Services $36,883
43.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $243,716
Total Liabilities $0
Net Assets $243,716
Compensation
Key Employees and Officers Compensation Other
Kevin Whelan Cfa (Trustee) $0 $0
Michael Jordan Cfa (President) $0 $0
Stephanie Thomas Cfa (Treasurer) $0 $0
Nolan Bean Cfa (Vp And Progr) $0 $0
Scott Keller Cfa (Education) $0 $0
Nate Bishop Cfa (Global Res) $0 $0
Yvonne Bishop Cfa (Secretary) $0 $0
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990-EZ
Filed on Oct. 27, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,304
Expenses
$53,072
Net Income
$26,232
Net Assets
$251,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,343
37.0%
Program Services $21,526
27.1%
Investment Income $25
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $251,415
Total Liabilities $0
Net Assets $251,415
Compensation
Key Employees and Officers Compensation Other
Edward R Kuresman Cfa (Past Preside) $0 $0
Kevin Whelan Cfa (President) $0 $0
Michelle Laux Cfa (Treasurer) $0 $0
Nathan Bishop Cfa (Director) $0 $0
Michael Jordan Cfa (Director) $0 $0
Nolan Bean Cfa (Director) $0 $0
Stephanie Thomas Cfa (Secretary) $0 $0
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990-EZ
Filed on Aug. 11, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,059
Expenses
$58,247
Net Income
$38,812
Net Assets
$225,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,393
36.5%
Program Services $26,328
27.1%
Investment Income $88
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $225,184
Total Liabilities $0
Net Assets $225,184

Document Links

990-EZ
Filed on Dec. 5, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,443
Expenses
$54,828
Net Income
$39,615
Net Assets
$186,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,093
32.9%
Program Services $34,803
36.9%
Investment Income $32
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $186,372
Total Liabilities $0
Net Assets $186,372

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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