Columbus Society Of Financial Analysts
- Assets
- $335.0k
- Revenue
- $125.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Columbus, OH
- Founding
- 07/1996
- Data as of
- 06/2022
- EIN
- 31-1393658
Organization Overview
Columbus Society Of Financial Analysts is located in Columbus, OH. The organization was established in 1996. According to its NTEE Classification (Y42) the organization is classified as: Domestic Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Columbus Society Of Financial Analysts is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Columbus Society Of Financial Analysts generated $125.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $96.6k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTE EDUCATIONAL AND ETHICAL STANDARDS IN INVESTMENT INDUSTRY
Describe the Organization's Program Activity:
Part 3 - Line 4a
SPONSOR MONTHLY PREOFESSIONAL DEVELOPMENT MEETINGS FOR MEMBERS AND GUESTS. ATTENDANCE RANGED FROM 44-78, WITH AN AVERAGE OF 60. TOPICS INCLUDED THE HEDGE FUND BUBBLE, ECONOMIC FORECAST, EMERGING MARKETS, DEMOGRAPHIC TRENDS, SUBPRIME CRISIS, SPECIFIC COMPANY PRESENTATIONS, AND AN ETHICS WORKSHOP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lincoln Carnam Secretary | Officer | 1 | $0 |
Christian Hviid Vice Preside | Officer | 1 | $0 |
Vince Petitti Treasurer | Officer | 1 | $0 |
Nick Ziegenbusch President | Officer | 1 | $0 |
Dan Hadden Asst Treasur | Officer | 1 | $0 |
Aaron Filbeck Past Preside | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $77,589 |
| Fundraising events | $0 |
| Related organizations | $29,304 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $106,893 |
| Total Program Service Revenue | $9,636 |
| Investment income | $5,572 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $125,001 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $13,124 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $580 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $275 |
| Information technology | $2,214 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $3,475 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $76,418 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $524 |
| Total functional expenses | $96,610 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $79,950 |
| Savings and temporary cash investments | $3,032 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $233,814 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $18,166 |
| Total assets | $334,962 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $334,962 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $334,962 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Columbus Society Of Financial Analysts has recieved totaling $34,071.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $34,071 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Grand Aerie Fraternal Order Of Eagles Grove City, OH | $41,566,399 | $12,755,183 |
Roofing & Sheet Metal Emp Assoc Of Grand Rapids Lansing, MI | $2,480,790 | $7,025,011 |
Masonic Temple Association Of Lexington Lexington, KY | $2,312,779 | $4,567,232 |
Right Worshipful Grand Lodge Of The Most Ancient And Honorable Fratern Philadelphia, PA | $16,570,261 | $3,444,946 |
Free & Accepted Masons Of Ohio Springfield, OH | $23,959,106 | $2,757,373 |
Fraternal Order Of Police Columbus, OH | $4,482,758 | $2,152,548 |
Free & Accepted Masons Of Indiana Grand Lodge Indianapolis, IN | $7,665,885 | $1,746,893 |
Grand Lodge Of Kentucky Free And Accepted Masons Louisville, KY | $14,214,526 | $2,084,454 |
Grand Rapids Economic Club Grand Rapids, MI | $712,960 | $1,376,243 |
Employers Association Of Grand Rapids Grand Rapids, MI | $2,368,406 | $1,556,103 |
Jaffa Shriners Altoona, PA | $3,247,401 | $1,203,675 |
Moslem Shriners Novi, MI | $20,340,111 | $1,190,397 |