CHICAGO, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CFA SOCIETY CHICAGO, founded in 1965, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.8M exceeded revenue, resulting in a 11% operating deficit.
CFA SOCIETY CHICAGO, THE WORLD'S FIRST INVESTMENT ANALYSTS' SOCIETY, IS COMMITTED TO WORKING WITH OUR MEMBERS AND THE INVESTMENT COMMUNITY TO ACHIEVE OUR MISSION THROUGH THREE ORGANIZATIONAL PILLARS: (1) DELIVER MEMBER VALUE: DELIVER INDUSTRY-LEADING EVENTS FOCUSED ON CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. OFFER A RANGE OF NETWORKING OPPORTUNITIES TO OUR MEMBERS. IMPLEMENT NEW TECHNOLOGY AND BUILD A DIGITAL CONTENT LIBRARY. (2) DEVELOP FUTURE PROFESSIONALS: MEASURE OUR ENGAGEMENT WITH TOP EMPLOYERS OF CFA CHARTERHOLDERS AND IMPROVE THESE SCORES OVER TIME. BUILD BRAND AWARENESS THROUGH MARKETING, SOCIAL MEDIA, AND PARTNERSHIPS. (3) BUILD MARKET INTEGRITY: SUPPORT FINANCIAL LITERACY IN OUR COMMUNITY THROUGH PARTNERSHIPS AND VOLUNTEER OPPORTUNITIES. BUILD RELATIONSHIPS WITH LOCAL UNIVERSITIES AND SUPPORT STUDENTS WHO ARE STUDYING FOR OR CONSIDERING THE CFA EXAMS. ENCOURAGE A DIVERSITY OF GENDER, RACE, AND THOUGHT.
SPECIAL EDUCATIONAL EVENTS INCLUDE AN ANNUAL DINNER AND OTHER EVENTS DESIGNED TO FACILITATE NETWORKING AND INTERACTION AMONG THE MEMBERS AND INVESTMENT PROFESSIONALS. APPROXIMATELY 800 INVESTMENT...
SPECIAL EDUCATIONAL EVENTS INCLUDE AN ANNUAL DINNER AND OTHER EVENTS DESIGNED TO FACILITATE NETWORKING AND INTERACTION AMONG THE MEMBERS AND INVESTMENT PROFESSIONALS. APPROXIMATELY 800 INVESTMENT PROFESSIONALS REGISTERED TO ATTEND OUR 2024 ANNUAL DINNER.
ACADEMIC PROGRAMS ARE DESIGNED TO EDUCATE ATTENDEES ON CURRENT ISSUES OF IMPORTANCE IN THE PROFESSION. MEMBERS RECEIVE CONTINUING EDUCATION CREDITS WITH THE CFA INSTITUTE FOR MOST OF THESE EVENTS...
ACADEMIC PROGRAMS ARE DESIGNED TO EDUCATE ATTENDEES ON CURRENT ISSUES OF IMPORTANCE IN THE PROFESSION. MEMBERS RECEIVE CONTINUING EDUCATION CREDITS WITH THE CFA INSTITUTE FOR MOST OF THESE EVENTS. APPROXIMATELY 3,500 INDIVIDUALS ATTENDED ROUGHLY 60 EVENTS HELD DURING THE YEAR.
MEMBER DEVELOPMENT INVOLVES THE CREATION AND DELIVERY OF PROGRAMMING THAT FOSTERS EDUCATION, NETWORKING AND JOB PLACEMENT OPPORTUNITIES. MEMBER DEVELOPMENT ALSO REFERS TO EFFORTS WITH ACADEMIA THAT...
MEMBER DEVELOPMENT INVOLVES THE CREATION AND DELIVERY OF PROGRAMMING THAT FOSTERS EDUCATION, NETWORKING AND JOB PLACEMENT OPPORTUNITIES. MEMBER DEVELOPMENT ALSO REFERS TO EFFORTS WITH ACADEMIA THAT BUILD THE CONSTITUENCY OF CFA CHARTER HOLDERS IN THIS MARKET.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,621,643 | $1,557,056 | +0.0% |
| Expenses | $1,802,076 | $1,877,028 | 0.0% |
| Net Income | $-180,433 | $-319,972 | -0.4% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JEREMY HEER | IMMEDIATE PAST CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES BOUDREAULT | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| PEEYUSH SHUKLA | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CARLA NORFLEET-TAYLOR | SECRETARY/TREASURER | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| ROBERT FRANCIS BEHAN | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| MELISSA BETH BINDER | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| SHERI HAWKINS | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| MATTHEW MORRIS | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| NICHOLAS VASSILOS | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| NANCY AVERSA | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| AARON MEDER | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| DERIK COFFEY | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| BENJAMIN JOHNSON | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| ERIKA MASCHMEYER | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| JANELLE WOODWARD | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| PAULA HORN | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER VINCENT | PRESIDENT AND CEO | 40.00 |
Officer
|
$209,422 | $31,294 | $240,716 |
| SUZANNE KARPICK | MANAGING DIRECTOR, FINANCE AND ADMINISTRATION | 40.00 |
Officer
|
$58,833 | $10,573 | $69,406 |
| KATHLEEN HURLEY | DIR OF PROGRAMMING/SPONSOR | 40.00 |
Highest
|
$115,922 | $26,610 | $142,532 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,621,643 | $1,802,076 | $2,969,996 | $-180,433 |
| 2024 | $1,557,056 | $1,877,028 | $3,207,633 | $-319,972 |
| 2023 | $2,113,433 | $1,773,026 | $3,272,290 | $340,407 |
| 2022 | $1,555,705 | $1,648,375 | $2,288,053 | $-92,670 |
| 2021 | $1,330,480 | $1,295,439 | $2,860,918 | $35,041 |
| 2020 | $1,624,349 | $1,790,549 | $2,457,291 | $-166,200 |
| 2019 | $1,725,848 | $1,823,393 | $2,503,810 | $-97,545 |
| 2018 | $1,677,872 | $1,584,310 | $2,504,657 | $93,562 |
Compare CFA SOCIETY CHICAGO with other nonprofits in Illinois and across the country.