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CFA SOCIETY CHICAGO AIMS TO LEAD THE INVESTMENT MANAGEMENT AND FINANCIAL SERVICES PROFESSIONS BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, CONTINUING EDUCATION, AND FOR THE BENEFIT OF CFA CHARTER HOLDERS IN OUR MARKET.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$1.6M
Total Contributions
$512.7K
Total Expenses
▼$1.9M
Total Assets
$3.2M
Total Liabilities
▼$1.8M
Net Assets
$1.4M
Officer Compensation
→$431.4K
Other Salaries
$281.2K
Investment Income
$53.7K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $1.6M | $512.7K | $1.9M | $3.2M | $1.4M |
| 2022 | $1.6M | $460.8K | $1.6M | $2.3M | $1.6M |
| 2021 | $1.3M | $278K | $1.3M | $2.9M | $2.2M |
| 2020 | $1.6M | $548.4K | $1.8M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Christopher Vincent | President And CEO | 40 | $207.4K | $0 | $30.7K | $238.1K |
| Joyolin Brown | COO | 40 | $156.5K | $0 | $12.7K | $169.1K |
| Katharine Wyatt | Secretary/treasurer | 1 | $0 | $0 | $0 | $0 |
| William Fitzpatrick | Immediate Past Chair | 0.5 | $0 | $0 | $0 | $0 |
| Rosemary Sprovieri | Director Of Finance | 40 | $0 | $0 | $0 | $0 |
| Suzanne Karpick | Director Of Finance | 40 | $0 | $0 | $0 | $0 |
| Catherine Drake | Chair | 1 | $0 | $0 | $0 | $0 |
| Jeremy Heer | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Christopher Vincent
President And CEO
$238.1K
Hrs/Wk
40
Compensation
$207.4K
Related Orgs
$0
Other
$30.7K
Joyolin Brown
COO
$169.1K
Hrs/Wk
40
Compensation
$156.5K
Related Orgs
$0
Other
$12.7K
Katharine Wyatt
Secretary/treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Fitzpatrick
Immediate Past Chair
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Rosemary Sprovieri
Director Of Finance
$0
Hrs/Wk
40
Compensation
$0
Related Orgs
$0
Other
$0
Suzanne Karpick
Director Of Finance
$0
Hrs/Wk
40
Compensation
$0
Related Orgs
$0
Other
$0
Catherine Drake
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeremy Heer
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kathleen Hurley | Dir Of Programming/sponsorships | 40 | $108.9K | $0 | $6,598 | $115.5K |
Kathleen Hurley
Dir Of Programming/sponsorships
$115.5K
Hrs/Wk
40
Compensation
$108.9K
Related Orgs
$0
Other
$6,598
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aaron Meder | Director | 0.5 | $0 | $0 | $0 | $0 |
| Benjamin Johnson | Director | 0.5 | $0 | $0 | $0 | $0 |
| Blake Pontius | Director | 0.5 | $0 | $0 | $0 | $0 |
| Carla Norfleet-Taylor | Director | 0.5 | $0 | $0 | $0 | $0 |
| Erika Maschmeyer | Director | 0.5 | $0 | $0 | $0 | $0 |
| James Boudreault | Director |
Aaron Meder
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Benjamin Johnson
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Blake Pontius
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
| $2.5M |
| $1.9M |
| 2019 | $1.7M | $576.3K | $1.8M | $2.5M | $2M |
| 2018 | $1.7M | $513.1K | $1.6M | $2.5M | $2M |
| 2017 | $1.6M | $482.1K | $1.5M | $2.4M | $1.9M |
| 2016 | $1.6M | $478.9K | $1.7M | $2.1M | $1.7M |
| 2015 | $1.5M | $400.7K | $1.6M | $2.2M | $1.8M |
| 2014 | $1.4M | $383.8K | $1.5M | $2.3M | $2M |
| 2013 | $1.4M | $313.5K | $1.3M | $2.2M | $1.9M |
| 2012 | $1.2M | $275.3K | $1.1M | $2M | $1.7M |
| 2011 | $1.1M | $277.5K | $913K | $1.9M | $1.6M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 0.5 |
| $0 |
| $0 |
| $0 |
| $0 |
| Jennika Gold Thomas | Director | 0.5 | $0 | $0 | $0 | $0 |
| Kweku Obed | Director | 0.5 | $0 | $0 | $0 | $0 |
| Matthew Morris | Director | 0.5 | $0 | $0 | $0 | $0 |
| Peeyush Shukla | Director | 0.5 | $0 | $0 | $0 | $0 |
| Sheri Hawkins | Director | 0.5 | $0 | $0 | $0 | $0 |
| Sulin Ba | Director | 0.5 | $0 | $0 | $0 | $0 |
| Tiffany Greenhouse | Director | 0.5 | $0 | $0 | $0 | $0 |
Carla Norfleet-Taylor
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Erika Maschmeyer
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
James Boudreault
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Jennika Gold Thomas
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Kweku Obed
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Matthew Morris
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Peeyush Shukla
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Sheri Hawkins
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Sulin Ba
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Tiffany Greenhouse
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0