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CFA SOCIETY OF CHICAGO

EIN 36-2595074 CHICAGO, IL

Revenue 2024
$1,621,643
Expenses 2024
$1,802,076

As filed

Subsection
06
Classification
2000
Street
33 N LASALLE STREET

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

CFA SOCIETY CHICAGO AIMS TO LEAD THE INVESTMENT MANAGEMENT AND FINANCIAL SERVICES PROFESSIONS BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, CONTINUING EDUCATION, AND NETWORKING OPPORTUNITIES FOR CFA CHARTER HOLDERS IN OUR MARKET.

  • 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. 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 BUILD THE CONSTITUENCY OF CFA CHARTER HOLDERS IN THIS MARKET.

  • CFA SOCIETY CHICAGO PARTNERS WITH THE ECONOMIC AWARENESS COUNCIL AND THE GREENWOOD PROJECT TO SHAPE THE INVESTMENT INDUSTRY AND SERVE THE GREATER GOOD BY SHARING FINANCIAL LITERACY VOLUNTEER OPPORTUNITIES FOR CFA MEMBERS TO TEACH INNER CITY HIGH SCHOOL STUDENTS THE BASICS OF SAVINGS AND INVESTMENTS AND TO MENTOR MINORITY COLLEGE STUDENTS AND TO INTRODUCE THEM TO CAREERS IN THE FINANCE INDUSTRY.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jeremy Heer

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • James Boudreault

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Peeyush Shukla

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Carla Norfleet-Taylor

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Francis Behan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Melissa Beth Binder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sheri Hawkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Matthew Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nicholas Vassilos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Aversa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Aaron Meder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Derik Coffey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Benjamin Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Erika Maschmeyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Janelle Woodward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Paula Horn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Christopher Vincent

    PRESIDENT AND CEO

    Total calculated
    $240,716
    From this org
    $209,422
    From related orgs
    $0
    Other
    $31,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,922
    Bonus
    $51,500
    Other
    $0
    Deferred
    $10,475
    Nontaxable benefits
    $20,819
    Filer's total
    $240,716

  • Suzanne Karpick

    MANAGING DIRECTOR, FINANCE AND ADMINISTRATION

    Total calculated
    $69,406
    From this org
    $58,833
    From related orgs
    $0
    Other
    $10,573
    Hours/week
    40

  • Kathleen Hurley

    DIR OF PROGRAMMING/SPONSOR

    Total calculated
    $142,532
    From this org
    $115,922
    From related orgs
    $0
    Other
    $26,610
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $1,621,643
    Expenses
    $1,802,076
    Contributions
    $583,933
    Grants paid
    $0
  • 2023
    Revenue
    $1,557,056
    Expenses
    $1,877,028
    Contributions
    $512,683
    Grants paid
    $0
  • 2022
    Revenue
    $2,113,433
    Expenses
    $1,773,026
    Contributions
    $617,643
    Grants paid
    $500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,555,705
    Expenses
    $1,648,375
    Assets (EOY)
    $2,288,053

  • 2020 · 990

    Revenue
    $1,330,480
    Expenses
    $1,295,439
    Assets (EOY)
    $2,860,918

  • 2019 · 990

    Revenue
    $1,624,349
    Expenses
    $1,790,549
    Assets (EOY)
    $2,457,291

  • 2018 · 990

    Revenue
    $1,725,848
    Expenses
    $1,823,393
    Assets (EOY)
    $2,503,810

  • 2017 · 990

    Revenue
    $1,677,872
    Expenses
    $1,584,310
    Assets (EOY)
    $2,504,657

  • 2016 · 990

    Revenue
    $1,594,763
    Expenses
    $1,536,635
    Assets (EOY)
    $2,367,004

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.