Nonprofit · EIN 23-7065462
CFA SOCIETY OF CLEVELAND
Tax-exempt · SHAKER HTS, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $270,765 | $230,311 | $40,454 | $405,250 | $0 | $405,250 |
| June 30, 2024 | 990-EZ | $189,830 | $179,424 | $10,406 | $364,796 | – | $364,796 |
| June 30, 2023 | 990-EZ | $174,219 | $177,713 | -$3,494 | $354,390 | – | $354,390 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $255,879
- Investment income
- $14,886
- Net gain from sales of assets
- $2,060
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $75,539
- Salaries, compensation and benefits (total)
- $81,493
- Professional fundraising fees
- $0
- Travel
- $3,733
Balance sheet and other
- Total assets, start of year
- $364,796
- Total assets, end of year
- $405,250
- Total liabilities, end of year
- $0
- Net assets, end of year
- $405,250
- Publicly traded securities
- $309,881
- Gross receipts
- $270,765
- Employees
- 1
- Year formed
- 1966
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY NACE | EXECUTIVE DI Officer | 40 | $75,539 |
| KEVIN BALES | MEMBERSHIP C Trustee or director | 1 | $0 |
| CINDY ENG | ENGAGEMENT C Trustee or director | 1 | $0 |
| DAVID GOSSETT | INIVERSITY R Trustee or director | 1 | $0 |
| MIKE GRATER | CAREER SVCS Trustee or director | 1 | $0 |
| COLBY KRAHE | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MATT MCLAUGHLIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUZANA VUJASIN | TREASURER Trustee or director, Officer | 1 | $0 |
| SAM WASS | PROGRAMMING Trustee or director | 1 | $0 |
| CARA WOOD | WOMANS ADVIS Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cindy Nace | Executive Director | 40 | $75,539 |
| Matt McLaughlin CFA | President | 1 | $0 |
| Colby Krahe | Vice-President | 1 | $0 |
| Suzana Vujasin CFA | Treasurer | 1 | $0 |
| Kevin Bales CFA | Membership Chair | 1 | $0 |
| Sam Wass CFA | Programming Chair | 1 | $0 |
| Cindy Eng CFA | Engagement Chair | 1 | $0 |
| Mike Grater CFA | Career Services Chair | 1 | $0 |
| David Gossett CFA | University Outreach Chair | 1 | $0 |
| Cara Wood CFA | Womens Advisory Committee Chair | 1 | $0 |
990-EZ for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cindy Nace | Executive Director | 40 | $53,000 |
| Jon Dominy CFA | President | 1 | $0 |
| Matt McLaughlin CFA | Vice-President | 1 | $0 |
| Suzana Vujasin CFA | Treasurer | 1 | $0 |
| Colby Krahe | Membership Chair | 1 | $0 |
| Matt McLaughlin CFA | Programming Chair | 1 | $0 |
| James Bailey CFA | Advocacy Chair | 1 | $0 |
| Cindy Eng CFA | Public Awareness Chair | 1 | $0 |
| Sam Wass CFA | Career Services Chair | 1 | $0 |
| David Gossett CFA | University Outreach Chair | 1 | $0 |
| Cara Wood CFA | Womens Advisory Committee Chair | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 24199 LYMAN BLVD, SHAKER HTS, OH 44122-2126
- In care of
- % CINDY NACE
- Principal officer (990 for 2024)
- CINDY NACE
- Signed the 990
- SUZANA VUJASIN, TREASURER
- Phone
- (216) 470-3198
- Website
- WWW.CLEVELAND.CFASOCIETY.ORG
- Return prepared by
- BEATREZ & COMPANY CPAS
Mission
SEE PROGRAM SERVICE ACCOMPLISHMENT 1
Program accomplishments
- PROVIDE INVESTMENT-RELATED PROGRAMS AND SERVICES TO ITS MEMBERS. PROMOTE EXCELLENCE, EDUCATION, AND INTEGRITY IN THE INVESTMENT MANAGEMENT PROFESSION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7065462
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $405,250
- Income (IRS master file)
- $270,765
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $270,765 | $230,311 | $405,250 | XML |
| 990-EZ | June 2024 | $189,830 | $179,424 | $364,796 | IRS |
| 990-EZ | June 2023 | $174,219 | $177,713 | $354,390 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7065462).
Questions about CFA SOCIETY OF CLEVELAND
- What is the EIN of CFA SOCIETY OF CLEVELAND?
- The employer identification number (EIN) of CFA SOCIETY OF CLEVELAND is 23-7065462.
- Is CFA SOCIETY OF CLEVELAND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to CFA SOCIETY OF CLEVELAND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF CLEVELAND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF CLEVELAND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF CLEVELAND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF CLEVELAND?
- The 990 for the year ended June 30, 2025 names CINDY NACE.
- Who are the officers and directors of CFA SOCIETY OF CLEVELAND?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $75,539 (CINDY NACE, EXECUTIVE DI).
- How much revenue does CFA SOCIETY OF CLEVELAND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $270,765, expenses of $230,311 and total assets of $405,250 at year end.
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