Chartered Alternative Investment Analyst Association Inc

Amherst, MA
Tax-exempt since Nov. 2003
EIN: 37-1428113

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Type of Nonprofit

Designated as a 501(c)(6) 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.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Provided first-class or charter travel

Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Revenue

$11.3M (2023)

Expenses

$12.8M (2023)

Total Assets

$8.53M (2023)

Total Liabilities

$8.51M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$11,328,305

Expenses

$12,790,651

Net Income

-$1,462,346

Net Assets

$19,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$75,000	0.7%
Program Services	$10,772,788	95.1%
Investment Income	$158,368	1.4%
Bond Proceeds	$0
Royalties	$88,611	0.8%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$233,538	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$953,334	7.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,820,050	29.9%

Assets/Debt
Total Assets	$8,528,938
Total Liabilities	$8,509,494
Net Assets	$19,444

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
William Kelly (Ceo)	$523,299	$0	$30,756
John Bowman (Executive Vice President)	$383,797	$0	$22,284
Kristaps Licis (Senior Associate Director)	$221,627	$0	$11,830
Hossein Kazemi (Senior Advisor, Programming)	$214,070	$0	$28,100
Ruth Carolan (Clerk/Chief Operating Officer)	$205,169	$0	$29,219
Aaron Filbeck (Managing Director/Head Of Unifi)	$187,136	$0	$115
Deborah Mclean (Global Head Of Dei)	$171,428	$0	$8,568
Bradley Ambani (Director Of Finance/Treasurer)	$154,751	$0	$10,140
Valerie Sill (Chair Of The Board)	$0	$0	$0
Gregory Brown (Director)	$0	$0	$0
Jayne Bok (Director)	$0	$0	$0
Elena Manola Bonthond (Director)	$0	$0	$0
Elizabeth Burton (Director)	$0	$0	$0
Anthony Cowell (Director)	$0	$0	$0
Graeme Griffiths (Director)	$0	$0	$0
John Edward Inglis (Director)	$0	$0	$0
Melissa Ma (Director)	$0	$0	$0
William Ma (Director)	$0	$0	$0
Thomas Robinson (Director)	$0	$0	$0

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990

Filed on Nov. 1, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$9,521,517

Expenses

$11,251,406

Net Income

-$1,729,889

Net Assets

$1,412,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$150,000	1.6%
Program Services	$9,085,084	95.4%
Investment Income	$16,132	0.2%
Bond Proceeds	$0
Royalties	$109,138	1.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$161,163	1.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,641,508	14.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,148,460	28.0%

Assets/Debt
Total Assets	$9,436,100
Total Liabilities	$8,023,410
Net Assets	$1,412,690

Compensation

Key Employees and Officers	Compensation	Related	Other
William Kelly (Ceo/President/Treasurer)	$523,295	$0	$29,780
John Bowman (Senior Managing Director)	$367,605	$0	$20,880
Kristaps Licis (Senior Associate Director)	$218,570	$0	$11,663
Hossein Kazemi (Senior Advisor, Programming)	$216,066	$0	$28,100
Ruth Carolan (Clerk/Chief Operating Officer)	$197,942	$0	$27,607
Valerie Sill (Chair Of The Board)	$0	$0	$0
Elizabeth Burton (Director)	$0	$0	$0
Anthony Cowell (Director)	$0	$0	$0
Robert Derito (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Graeme Griffiths (Director)	$0	$0	$0
John Edward Inglis (Director)	$0	$0	$0
Melissa Ma (Director)	$0	$0	$0
William Ma (Director)	$0	$0	$0
Tom Robinson (Director)	$0	$0	$0

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990

Filed on Nov. 15, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$9,878,929

Expenses

$10,426,795

Net Income

-$547,866

Net Assets

$3,150,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$688,926	7.0%
Program Services	$9,108,477	92.2%
Investment Income	$3,907	0.0%
Bond Proceeds	$0
Royalties	$21,315	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$56,304	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,094,308	20.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,469,647	23.7%

Assets/Debt
Total Assets	$10,766,695
Total Liabilities	$7,616,574
Net Assets	$3,150,121

Compensation

Key Employees and Officers	Compensation	Related	Other
William Kelly (Ceo/President/Treasurer)	$528,330	$0	$26,000
John Bowman (Senior Managing Director)	$343,488	$0	$17,500
Keith Black (Managing Director Of Curriculum & Exams)	$243,934	$0	$24,715
Millissa Allen (Managing Director, Amrs)	$223,322	$0	$22,800
Hossein Kazemi (Senior Advisor, Programming)	$211,218	$0	$26,000
Kristaps Licis (Senior Associate Director Or Exams)	$203,028	$0	$15,077
Ruth Carolan (Clerk/Chief Operating Officer)	$183,834	$0	$25,062
Elizabeth Burton (Director)	$0	$0	$0
Anthony Cowell (Director)	$0	$0	$0
Robert Derito (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Graeme Griffiths (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa Ma (Director)	$0	$0	$0
William Ma (Director)	$0	$0	$0
Tom Robinson (Director)	$0	$0	$0
Valerie Sill (Chair Of The Board)	$0	$0	$0
Alexander Ineichen (Emeritus Member)	$0	$0	$0
Thomas Schneeweis (Emeritus Member)	$0	$0	$0

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990

Filed on Oct. 11, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$10,681,524

Expenses

$10,136,756

Net Income

$544,768

Net Assets

$3,713,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,585,047	99.1%
Investment Income	$65,331	0.6%
Bond Proceeds	$0
Royalties	$31,146	0.3%
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	$202,737	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,177,323	41.2%

Assets/Debt
Total Assets	$9,925,273
Total Liabilities	$6,211,434
Net Assets	$3,713,839

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo)	$534,726	$0	$583
John Bowman (Sr. Managing Director)	$273,100	$0	$16,190
Keith Black (Managing Dir. Of Curriculum & Exams)	$256,283	$0	$33,186
Hossein Kazemi (Senior Advisor, Programming)	$214,648	$0	$7,598
Millissa Allen (Managing Director, Americas)	$213,832	$0	$35,533
Kristaps Licis (Senior Associate Director Of Exams)	$190,830	$0	$27,724
Ruth Carolan (Chief Operating Officer)	$172,224	$0	$30,513
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Andrew Baker (Director (Until 2/26/20))	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Thomas Robinson (Director)	$0	$0	$0
Valerie Sill (Director)	$0	$0	$0
Anthony Cowell (Director)	$0	$0	$0
Grame Griffiths (Director (From 5/12/20))	$0	$0	$0
Elizabeth Burton (Director (From 9/8/20))	$0	$0	$0
William Ma (Director (From 9/8/20))	$0	$0	$0

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990

Filed on Nov. 16, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$10,943,874

Expenses

$11,126,929

Net Income

-$183,055

Net Assets

$3,258,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,751,885	98.2%
Investment Income	$158,194	1.4%
Bond Proceeds	$0
Royalties	$32,025	0.3%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,770	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$755,879	6.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,295,414	29.6%

Assets/Debt
Total Assets	$9,263,798
Total Liabilities	$6,005,367
Net Assets	$3,258,431

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo *See Sch.J Part Iii)	$564,801	$0	$1,143
Keith Black (Managing Dir. Of Curriculum & Exams)	$255,331	$0	$28,606
Millissa Allen (Managing Director, Americas)	$222,755	$0	$33,054
Hossein Kazemi (Senior Advisor, Programming)	$204,173	$0	$7,626
Kristaps Licis (Senior Associate Director Of Exams)	$172,692	$0	$26,371
Deborah Mclean (Managing Director Of Global Relation)	$168,335	$0	$32,355
Ruth Carolan Managing Dir (Of Global Operations & Secretary)	$164,066	$0	$30,800
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Thomas Robinson (Director)	$0	$0	$0
Valerie Sill (Director)	$0	$0	$0
Anthony Cowell (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$10,316,703

Expenses

$10,136,704

Net Income

$179,999

Net Assets

$3,468,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,000	0.1%
Program Services	$10,201,333	98.9%
Investment Income	$79,215	0.8%
Bond Proceeds	$0
Royalties	$8,376	0.1%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$17,779	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$673,531	6.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,216,687	31.7%

Assets/Debt
Total Assets	$9,175,566
Total Liabilities	$5,707,523
Net Assets	$3,468,043

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo)	$463,898	$0	$24,500
Keith Black (Managing Dir. Of Curriculum & Exams)	$234,529	$0	$33,660
Millissa Allen (Managing Director, Americas)	$200,458	$0	$39,870
Hossein Kazemi (Senior Advisor, Programming)	$196,389	$0	$7,609
Deborah Mclean (Managing Director Of Global Relations)	$168,485	$0	$19,248
Kristaps Licis (Senior Associate Director Of Exams)	$165,448	$0	$30,757
Ruth Carolan (Managing Dir. Of Operations)	$154,169	$0	$30,964
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Thomas Robinson (Director)	$0	$0	$0
Valerie Sill (Director)	$0	$0	$0

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990

Filed on Nov. 25, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$9,687,502

Expenses

$10,066,583

Net Income

-$379,081

Net Assets

$3,289,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,629,569	99.4%
Investment Income	$7,632	0.1%
Bond Proceeds	$0
Royalties	$42,560	0.4%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$7,741	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$632,008	6.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,059,170	30.4%

Assets/Debt
Total Assets	$8,236,155
Total Liabilities	$4,947,103
Net Assets	$3,289,052

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo)	$450,244	$0	$2,720
Keith Black (Managing Dir. Of Curriculum & Exams)	$229,525	$0	$26,816
Millissa Allen (Dir. Business Development)	$199,309	$0	$27,146
Hossein Kazemi (Program Director)	$194,133	$0	$7,259
Nelson Lacey (Director Of Exams)	$171,452	$0	$5,347
Deborah Mclean (Managing Dir. Of External Comm.)	$168,162	$0	$7,532
Ruth Carolan (Managing Dir. Of Operations)	$151,045	$0	$27,999
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
David George (Director)	$0	$0	$0
Thomas Robinson (Director)	$0	$0	$0
Valerie Sill (Director)	$0	$0	$0

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990

Filed on Nov. 9, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$10,132,906

Expenses

$9,977,639

Net Income

$155,267

Net Assets

$3,680,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,094,642	99.6%
Investment Income	$5,185	0.1%
Bond Proceeds	$0
Royalties	$32,435	0.3%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$644	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,123,276	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,399,264	24.0%

Assets/Debt
Total Assets	$8,810,838
Total Liabilities	$5,130,127
Net Assets	$3,680,711

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo)	$419,935	$0	$17,306
Keith Black (Managing Dir. Curriculum & Exams)	$213,472	$0	$23,538
Millissa Allen (Dir. Business Development, Americas)	$192,765	$0	$22,549
Hossein Kazemi (Senior Advisor, Caia Program Dir.)	$188,162	$0	$8,079
Nelson Lacey (Director Of Exams)	$164,925	$0	$4,670
Deborah Mclean (Managing Dir. Of External Relations)	$159,225	$0	$5,672
Kristaps Licis (Sr. Assoc. Director Of Exam)	$154,369	$0	$19,551
Ruth Carolan (Managing Dir. Internal Operations)	$140,633	$0	$19,402
David Belliveau (Director It)	$135,308	$0	$20,107
Cynthia Cote (Controller & Assistant Treasurer)	$112,367	$0	$20,004
Sarah Auerbach (Director Cmr)	$102,889	$0	$7,789
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
Simon Ruddick (Director)	$0	$0	$0

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990

Filed on Nov. 15, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$10,134,280

Expenses

$8,816,405

Net Income

$1,317,875

Net Assets

$3,521,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,109,449	99.8%
Investment Income	$5,163	0.1%
Bond Proceeds	$0
Royalties	$16,972	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$2,696	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,085,109	12.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,220,730	25.2%

Assets/Debt
Total Assets	$8,537,464
Total Liabilities	$5,016,152
Net Assets	$3,521,312

Compensation

Key Employees and Officers	Compensation	Related	Other
William J Kelly (President & Ceo)	$393,429	$0	$9,789
Keith Black (Managing Dir. Curriculum & Exams)	$194,560	$0	$28,996
Hossein Kazemi (Senior Advisor, Caia Program)	$168,439	$0	$8,381
Millissa Allen (Dir. Business Development, Americas)	$167,354	$0	$27,827
Nelson Lacey (Director Of Exams)	$140,924	$0	$6,128
Kristaps Licis (Sr. Assoc. Director Of Exam)	$140,868	$0	$25,877
Deborah Mclean (Managing Dir. Of External Relations)	$139,450	$0	$8,026
David Belliveau (Director It)	$124,057	$0	$24,647
Ruth Carolan (Managing Dir. Internal Operations)	$118,597	$0	$26,996
Cynthia Cote (Controller & Assistant Treasurer)	$108,846	$0	$27,076
Thomas Schneeweis (Director)	$0	$0	$0
Alexander Ineichen (Director)	$0	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0
Jack Inglis (Director)	$0	$0	$0
Melissa J Ma (Director)	$0	$0	$0
Simon Ruddick (Director)	$0	$0	$0

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990

Filed on Oct. 4, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$9,510,364

Expenses

$8,539,243

Net Income

$971,121

Net Assets

$2,196,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,435,256	99.2%
Investment Income	$5,155	0.1%
Bond Proceeds	$0
Royalties	$55,895	0.6%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$14,058	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,216,421	14.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,985,159	23.2%

Assets/Debt
Total Assets	$6,636,413
Total Liabilities	$4,440,012
Net Assets	$2,196,401

Compensation

Key Employees and Officers	Compensation	Related	Other
William Kelly (President & Ceo)	$361,362	$0	$18,757
Keith Black (Managing Dir. Of Curriculum & Exams)	$226,568	$0	$27,055
Hossein Kazemi (Senior Advisor, Caia Program)	$175,939	$0	$8,140
Millissa Allen (Dir. Business Development, Americas)	$163,680	$0	$19,483
Nelson Lacey (Director Of Exams)	$143,924	$0	$5,979
Florence Lombard (President & Ceo Thru Mar. 2014)	$140,157	$0	$4,721
Kristaps Licis (Sr. Assoc. Director Of Exams)	$138,342	$0	$22,958
Deborah Mclean (Managing Dir. Of External Relations)	$135,549	$0	$7,957
Donald Chambers (Assoc. Dir. Of Curriculum)	$129,604	$0	$3,813
Ruth Carolan (Managing Dir. Internal Operations)	$110,958	$0	$23,950
Cynthia Cote (Controller & Assistant Treasurer)	$105,174	$0	$11,140
Thomas Schneeweis (Director)	$10,000	$0	$0
Alexander Ineichen (Director)	$10,000	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0
Peter Douglas (Director Thru Apr. 2014)	$0	$0	$0

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990

Filed on Aug. 1, 2016

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Fiscal Year Ending Dec.
2013

Revenue

$8,310,679

Expenses

$8,717,683

Net Income

-$407,004

Net Assets

$1,264,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,408,268	> 100%
Investment Income	$5,175	0.1%
Bond Proceeds	$0
Royalties	$15,200	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$131,841
Net Inventory Sales	$0
Other Revenue	$13,877	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,161,402	13.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,710,379	19.6%

Assets/Debt
Total Assets	$5,626,118
Total Liabilities	$4,361,307
Net Assets	$1,264,811

Compensation

Key Employees and Officers	Compensation	Related	Other
Florence Lombard (President & Ceo)	$359,458	$0	$15,916
Thomas Porter (Coo & Treasurer (Until Oct. 2013))	$212,753	$0	$23,566
Keith Black (Director Of Curriculum)	$187,148	$0	$24,624
Hossein Kazemi (Director Of Curriculum)	$184,669	$0	$8,300
Nelson Lacey (Director Of Exams)	$144,991	$0	$5,817
Kristaps Licis (Sr. Assoc. Director Of Exams)	$135,374	$0	$20,805
Donald Chambers (Assoc. Director Of Curriculum)	$115,363	$0	$3,335
Deborah Mclean (Director Of External Relations)	$109,217	$0	$7,283
Ruth Carolan (Director Of Hr & Legal)	$91,418	$0	$23,550
Thomas Schneeweis (Director)	$10,000	$0	$0
Alexander Ineichen (Director)	$10,000	$0	$0
Peter Douglas (Director)	$10,000	$0	$0
Jane Buchan (Director)	$0	$0	$0
Andrew Baker (Director)	$0	$0	$0
Robert De Rito (Director)	$0	$0	$0
Mark Jp Anson (Director)	$0	$0	$0

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990

Filed on Aug. 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$8,864,348

Expenses

$9,294,822

Net Income

-$430,474

Net Assets

$1,700,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,824,384	99.5%
Investment Income	$6,898	0.1%
Bond Proceeds	$0
Royalties	$20,618	0.2%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$12,448	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,360,657	14.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,088,266	22.5%

Assets/Debt
Total Assets	$6,020,777
Total Liabilities	$4,320,604
Net Assets	$1,700,173

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,057,543

Expenses

$8,405,109

Net Income

-$1,347,566

Net Assets

$2,562,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,047,137	99.9%
Investment Income	$10,406	0.1%
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	$1,662,576	19.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,347,301	16.0%

Assets/Debt
Total Assets	$6,131,861
Total Liabilities	$3,568,981
Net Assets	$2,562,880

990

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

PDF

Fiscal Year Ending Dec.
2010

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

990

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

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

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

990

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

PDF

About 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 »

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

Updated December 20, 2024

Chartered Alternative Investment Analyst Association Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $11.3M (2023)

Expenses $12.8M (2023)

Total Assets $8.53M (2023)

Total Liabilities $8.51M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$11.3M (2023)

Expenses

$12.8M (2023)

Total Assets

$8.53M (2023)

Total Liabilities

$8.51M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004