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Cfa Society Of Pittsburgh

  • Pittsburgh, PA
  • Tax-exempt since Oct. 1999
  • EIN: 25-1421153

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$179k (2024)

Expenses
$177k (2024)

Total Assets
$357k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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
$179,116
Expenses
$176,826
Net Income
$2,290
Net Assets
$357,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,831
49.6%
Program Services $11,735
6.6%
Investment Income $12,119
6.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $357,302
Total Liabilities $0
Net Assets $357,302
Compensation
Key Employees and Officers Compensation Other
Eric Fencil (Co President) $0 $0
Steven Miller (Vice President) $0 $0
Nicholas Findley (Treasurer) $0 $0
Dina Muth (Secretary) $0 $0
Gene Natali Jr (Board Member) $0 $0
Jason Pettner (Board Member) $0 $0
Jospeh Artuso (Board Member) $0 $0
Jim Herrington (Board Member) $0 $0
Pieter Van De Keer (Board Member) $0 $0
Patrick Strollo (Board Member) $0 $0
Jody Madala (Co President) $0 $0
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Document Links

990-EZ
Filed on May 14, 2025

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
$136,090
Expenses
$93,710
Net Income
$42,380
Net Assets
$351,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,400
48.1%
Program Services $32,314
23.7%
Investment Income $5,378
4.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $351,594
Total Liabilities $0
Net Assets $351,594
Compensation
Key Employees and Officers Compensation Other
Jody Madala (President) $0 $0
Eric Fencil (Vice President) $0 $0
Philip Bartels (Treasurer) $0 $0
Dina Muth (Secretary) $0 $0
Gene Natali Jr (Board Member) $0 $0
Bradley Jones (Board Member) $0 $0
Jessica Fesdan (Board Member) $0 $0
Jim Herrington (Immediate Past President) $0 $0
+ View more people

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990-EZ
Filed on May 7, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$109,073
Expenses
$100,349
Net Income
$8,724
Net Assets
$301,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,924
46.7%
Program Services $879
0.8%
Investment Income $894
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $550
0.5%
Assets/Debt
Total Assets $301,319
Total Liabilities $0
Net Assets $301,319
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Executive Assistant) $9,322 $0
Christen Malone (Executive Assistant) $6,720 $0
Jody Madala (Co President) $0 $0
Jim Herrington (Co President) $0 $0
Eric Fencil (Vice President) $0 $0
Steve Miller (Program Chair) $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0
Bradley Jones (Membership Outreach Chair) $0 $0
Philip Bartels (Treasurer) $0 $0
Dina Muth (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 22, 2022

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 Form 990
Revenue
$87,186
Expenses
$43,105
Net Income
$44,081
Net Assets
$306,366
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,981
96.3%
Program Services $3,016
3.5%
Investment Income $189
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $306,366
Total Liabilities $0
Net Assets $306,366
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Caryn Loehn (Executive Assistant) $12,518 $0 $0
Christen Malone (Executive Assistant) $7,305 $0 $0
Steve Miller (Program Chair) $0 $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0 $0
Bradley Jones (Membership Outreach Chair) $0 $0 $0
Jody Madala (Co President) $0 $0 $0
Jim Herrington (Co President) $0 $0 $0
Joe Lantz (Vice President) $0 $0 $0
Phillip Bartels (Treasurer) $0 $0 $0
Eric Fentil (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 10, 2022

Primary 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
$142,171
Expenses
$104,552
Net Income
$37,619
Net Assets
$262,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $87,593
61.6%
Program Services $22,681
16.0%
Investment Income $1,347
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $262,285
Total Liabilities $0
Net Assets $262,285
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Executive Administrator) $13,666 $0
Christen Malone (Executive Administrator) $750 $0
George Emanuele (President) $0 $0
Jim Herrington (Vice President) $0 $0
Joe Lantz (Treasurer) $0 $0
Steve Miller (Program Chair) $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0
Bradley Jones (Membership Outreach Chair) $0 $0
Eric Fencil (Special Events Chair) $0 $0
Jody Madala (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 23, 2021

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 Form 990
Revenue
$210,686
Expenses
$169,543
Net Income
$41,143
Net Assets
$224,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $144,460
68.6%
Program Services $64,862
30.8%
Investment Income $1,364
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,085
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $224,666
Total Liabilities $0
Net Assets $224,666
Compensation
Key Employees and Officers Compensation Related Other
Caryn Loehr (Executive Administrator) $12,642 $0 $0
Lisa Brignoni (Program Chair) $0 $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0 $0
Bradley Jones (Membership Outreach Chair) $0 $0 $0
Josh Armstrong (Special Events Chair) $0 $0 $0
George Emanuele (President) $0 $0 $0
Jim Herrington (Vice President) $0 $0 $0
Joe Lantz (Treasurer) $0 $0 $0
Jody Madala (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2020

Primary 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
$160,311
Expenses
$135,367
Net Income
$24,944
Net Assets
$183,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,454
50.8%
Program Services $40,224
25.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $183,523
Total Liabilities $0
Net Assets $183,523
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Executive Administrator) $14,964 $0
Greg Filbeck (President) $0 $0
George Emanuele (Vice President) $0 $0
Joe Lantz (Treasurer) $0 $0
Lisa Brignoni (Program Chair) $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0
Cale Grove (Membership Outreach Chair) $0 $0
Josh Armstrong (Special Events Chair) $0 $0
Jim Herrington (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 28, 2019

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
$164,296
Expenses
$118,381
Net Income
$45,915
Net Assets
$158,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,313
40.4%
Program Services $30,905
18.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $158,579
Total Liabilities $0
Net Assets $158,579
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Executive Administrator) $13,594 $0
Greg Filbeck (President) $0 $0
George Emanuele (Vice President) $0 $0
Joe Lantz (Treasurer) $0 $0
Chris Wiles (Program Chair) $0 $0
Gene Natali Jr (University Outreach Chair) $0 $0
Cale Grove (Membership Outreach Chair) $0 $0
Josh Armstrong (Special Events Chair) $0 $0
Jim Herrington (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 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
$152,251
Expenses
$122,835
Net Income
$29,416
Net Assets
$112,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,574
33.9%
Program Services $33,246
21.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,664
Total Liabilities $0
Net Assets $112,664
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Society Administrator) $12,935 $0
Greg Filbeck (President) $0 $0
George Emanuele (Vice President) $0 $0
Joe Lantz (Treasurer) $0 $0
Chris Wiles (Program Chair) $0 $0
Manoharlal Sukhwani (University Outreach Chair) $0 $0
Cale Grove (Membership Outreach Chair) $0 $0
P Ryan Bend (Special Events Chair) $0 $0
David Zawadski (Past President) $0 $0
Jim Herrington (Secretary) $0 $0
+ View more people

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990-EZ
Filed on Jan. 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,300
Expenses
$123,900
Net Income
$6,400
Net Assets
$83,248
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,750
35.9%
Program Services $32,647
25.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,248
Total Liabilities $0
Net Assets $83,248
Compensation
Key Employees and Officers Compensation Other
Caryn Loehr (Society Administrator) $13,200 $0
Greg Filbeck (President) $0 $0
George Emanuele (Vice President) $0 $0
Joe Lantz (Treasurer) $0 $0
Chris Wiles (Program Chair) $0 $0
Manoharlal Sukhwani (University Outreach Chair) $0 $0
Cale Grove (Membership Outreach Chair) $0 $0
P Ryan Bend (Special Events Chair) $0 $0
David Zawadski (Past President) $0 $0
Lauren Mcadams (Cfa Institute Society Rela) $0 $0
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990-EZ
Filed on Nov. 16, 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
$85,866
Expenses
$74,343
Net Income
$11,523
Net Assets
$76,848
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,378
38.9%
Investment Income $0
Net Fundraising $3,044
3.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,848
Total Liabilities $0
Net Assets $76,848
Compensation
Key Employees and Officers Compensation Other
David Hammerstein (President) $0 $0
David Zawadski (Vice President) $0 $0
Greg Filbeck (Treasurer) $0 $0
J Todd Douds (Program Chair) $0 $0
Manoharlal Sukhwani (University Outreach Chair) $0 $0
Craig Gomulka (Secretary) $0 $0
P Ryan Bend (Special Events Chair) $0 $0
Malcolm E Polley (Past President) $0 $0
Lauren Mcadams (Cfa Institute Society Relations Rep) $0 $0
Stuart Strasner (Public Awareness Chair) $0 $0
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990-EZ
Filed on March 6, 2015

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
$89,385
Expenses
$71,906
Net Income
$17,479
Net Assets
$65,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,524
35.3%
Investment Income $0
Net Fundraising $1,917
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,325
Total Liabilities $0
Net Assets $65,325

Document Links

990-EZ
Filed on March 11, 2014

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
$67,725
Expenses
$55,672
Net Income
$12,053
Net Assets
$47,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,883
14.6%
Investment Income $1
0.0%
Net Fundraising $2,320
3.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,846
Total Liabilities $0
Net Assets $47,846

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,284
Expenses
$45,463
Net Income
$11,821
Net Assets
$35,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,909
12.1%
Investment Income $4
0.0%
Net Fundraising $2,990
5.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $35,793
Total Liabilities $0
Net Assets $35,793

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-EZ

Short form 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

Fiscal Year Ending June
2006

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
2005

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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