Form990EZ
Department of the Treasury
Internal Revenue Service
Short Form
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
bullet Do not enter social security numbers on this form as it may be made public.


bullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
A
For the 2023 calendar year, or tax year beginning 07-01-2023, and ending 06-30-2024
B
Check if applicable:
C Name of organization
CFA SOCIETY OF CINCINNATI INC
 
Number and street (or P. O. box, if mail is not delivered to street address)4010 EXECUTIVE PARK DRIVE SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code CINCINNATI, OH45241
D Employer identification number

23-7094427
E Telephone number

(513) 554-4811
F Group Exemption
Numberbullet  
G Accounting Method: Other (specify) bullet   H Check bulletI Website:bulletWWW.CFASOCIETY.ORG/CINCINNATIJ Tax-exempt status (check only one) - ( 6) bullet (insert no.) or
K Form of organization:  
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B) below) are $500,000 or more, file Form 990 instead of Form 990-EZ ...........................bullet $ 138,551
Part Ⅰ
Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) Check if the organization used Schedule O to respond to any question in this Part I.....................
VerticalRevenue 1 Contributions, gifts, grants, and similar amounts received .................... 1 40,695
2 Program service revenue including government fees and contracts ................ 2 32,638
3 Membership dues and assessments ............................. 3 58,123
4 Investment income .................................... 4 7,095
5a Gross amount from sale of assets other than inventory ....... 5a  
b Less: cost or other basis and sales expenses ............ 5b  
c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ...... 5c  
6 Gaming and fundraising events
a Gross income from gaming (attach Schedule G if greater than $15,000) 6a  
b Gross income from fundraising events (not including $   of contributions from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) ..6b  
c Less: direct expenses from gaming and fundraising events ... 6c  
d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) 6d  
7a Gross sales of inventory, less returns and allowances ...... 7a  
b Less: cost of goods sold ............. 7b  
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) ......... 7c  
8 Other revenue (describe in Schedule O) .................... 8  
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 .............. Bullet 9 138,551
.
VerticalExpenses 10 Grants and similar amounts paid (list in Schedule O) ................ 10  
11 Benefits paid to or for members ...................... 11  
12 Salaries, other compensation, and employee benefits ................ 12  
13 Professional fees and other payments to independent contractors ............ 13 54,950
14 Occupancy, rent, utilities, and maintenance ................... 14  
15 Printing, publications, postage, and shipping ................... 15 680
16 Other expenses (describe in Schedule O) ................... 16 92,466
17 Total expenses. Add lines 10 through 16 ................. Bullet 17 148,096
VerticalNetAssets 18 Excess or (deficit) for the year (Subtract line 17 from line 9) ............ 18 -9,545
19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
end-of-year figure reported on prior year’s return) ................. 19 340,180
20 Other changes in net assets or fund balances (explain in Schedule O) ........... 20 0
21 Net assets or fund balances at end of year. Combine lines 18 through 20 .......... 21 330,635
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 10642I Form 990-EZ (2023)
Form 990-EZ (2023)
Page 2
Part ⅡBalance Sheets (see the instructions for Part II)Check if the organization used Schedule O to respond to any question in this Part II.................

(A) Beginning of year(B) End of year
22Cash, savings, and investments................
340,180
22
330,635
23Land and buildings....................
 
23
 
24Other assets (describe in Schedule O) ..........
 
24
 
25Total assets......................
340,180
25
330,635
26
Total liabilities (describe in Schedule O) .............
0
26
0
27Net assets or fund balances (line 27 of column (B) must agree with line 21)
340,180
27
330,635
Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . . Expenses
(Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 OVERALL, FY24 WAS A SUCCESSFUL ONE FOR CFA SOCIETY CINCINNATI. VIEWING THE YEAR THROUGH THE LENS OF OUR MEMBERS, THERE WERE MANY SUCCESSES TO CELEBRATE. OUR PROGRAMMING CHAIR DID A GREAT JOB OF PUTTING TOGETHER A SEASON THAT WAS VARIED IN BOTH CONTENT AND FORMAT, WHICH DREW MUCH PRAISE FROM ATTENDEES. ATTENDANCE EXCEEDED EXPECTATIONS FOR ALMOST ALL EVENTS, OUR FIRST SIGNIFICANT COLLABORATIVE EVENT WITH OUR LOCAL FPA SOCIETY WAS EXTREMELY WELL ATTENDED AND WELL RECEIVED. OUR RE-LAUNCH OF OUR LONG DEFUNCT MEMBER GOLF OUTING WAS A HUGE SUCCESS. ALSO REVIVED AFTER LONG DEFUNCT, WAS OUR PAST PRESIDENT'S GATHERING. REVIVED THE CONCEPT AS A HAPPY HOUR WITH HEAVY HORS D'OEUVRES TO BETTER ALIGN WITH NEW REALITIES ON BOTH BUDGET AND HOW PEOPLE WANT TO SPEND THEIR TIME. ENGAGEMENT BY OUR PAST PRESIDENTS EXCEEDED EXPECTATIONS AND AS AMBASSADORS TO THEIR FIRMS, IT PROVIDED A GREAT OPPORTUNITY TO NOT ONLY INFORM THEM OF DEVELOPMENTS AT THE LOCAL AND INSTITUTE LEVEL, BUT TO ALSO CREATE ENHANCED LINES OF COMMUNICATIONS AS WE WORK TO ADVANCE OUR STRATEGIC INITIATIVES.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 28a 0
29 VIEWING THROUGH THE LENS OF ADVANCEMENT OF OUR STRATEGIC INITIATIVES, OUR RESULTS WERE MORE OF A MIXED BAG BUT, ON BALANCE, WERE POSITIVE. ON THE NEGATIVE SIDE, OUR MEMBER VALUE CHAIR DID NOT ACHIEVE THE STANDARDS FOR THE COMMITTEE. KEY ELEMENTS OF OUR BUSINESS PLAN IN ORGANIZING EVENTS OR CULTIVATING STRATEGIC RELATIONSHIPS WITH MEMBER FIRMS WHERE NOT ACCOMPLISHED. THE CHAIR WAS SUBSEQUENTLY MOVED OFF THE BOARD. UNFORTUNATELY, THE INITIATES SET FORTH BY THE WOMEN IN INVESTMENT MANAGEMENT CHAIR DID NOT COME TO FRUITION IN THE SECOND HALF OF THE FISCAL YEAR. WE APPRECIATE THE CHAIR'S EFFORTS IN ESTABLISHING THE WOMEN IN INVESTMENT MANAGEMENT COMMITTEE IN 2021-2022 AS SHE TAKES ON A NEW ROLE ON THE BOARD AS SECRETARY FOR THE 2024-2025 FISCAL YEAR. ON THE POSITIVE SIDE, WE WERE VERY SUCCESSFUL IN SECURING SPONSORSHIPS, EXCEEDING OUR BUDGET BY ALMOST 300% OF PLAN. NOT ONLY DID THIS HELP OUR BOTTOM LINE FOR THE YEAR, BUT IT SET THE GROUNDWORK FOR FUTURE OPPORTUNITIES FOR PARTNERSHIP.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 29a 0
30 EVEN MORE SUCCESS CAME FROM OUR EDUCATION COMMITTEE, WHERE THE CHAIR HAS DONE AN EXCELLENT JOB OF DEEPENING OUR RELATIONSHIPS WITH AREA UNIVERSITIES. MOST NOTEWORTHY IS THE WORK HE DID AT THE UNIVERSITY OF CINCINNATI, WHICH IS THE MAIN PIPELINE FOR L1 CANDIDATES IN THIS CHANNEL. WORKING WITH THE FINANCE DEPARTMENT HEAD, HE WAS ABLE TO BRING OVER 30 STUDENT MEMBERS ONBOARD. WHILE GETTING THEM TO ATTEND EVENTS WAS CHALLENGING FOR ALL THE REASONS YOU WOULD EXPECT, WE FEEL IT IS EVIDENCE OF HOW EFFECTIVE OUR WORK ON CAMPUS AND IN THE CLASSROOM HAS BEEN IN GENERATING INTEREST IN LEARNING MORE ABOUT THE CHARTER. WE CONTINUE TO DEEPEN OUR RELATIONSHIP WITH XAVIER UNIVERSITY AND BUILT CONSIDERABLE MOMENTUM WITH MIAMI UNIVERSITY AND NORTHERN KENTUCKY UNIVERSITY WHERE WE ARE PLANNING ON-CAMPUS PRESENTATIONS IN THE FIRST HALF OF FY25. FROM A FINANCIAL STANDPOINT, WHILE WE DID POST A DEFICIT FOR THE YEAR, IT WAS MUCH LESS THAN PROJECTED, AND WE ARE MAKING VERY GOOD PROGRESS ON OUR GOAL OF ACHIEVING A BALANCED BUDGET OVER THE NEXT COUPLE OF YEARS. LOOKING FORWARD, WITH THE LEADERSHIP OF THE NEW CHAIR OF OUR MEMBER VALUE COMMITTEE, WE CONTINUE TO BE FOCUSED ON LOOKING FOR WAYS OUR SOCIETY CAN ADD VALUE BOTH TO OUR INDIVIDUAL MEMBERS AND TO OUR MEMBER-FIRMS. TO THAT END, HE HAS SET UP MEETINGS WITH SEVERAL OF OUR LARGE MEMBER-FIRMS TO BETTER UNDERSTAND HOW WE CAN BE A BETTER PARTNER TO THEM. SIMILARLY, HE IS ACTIVELY ENGAGED WITH OUR MEMBER COMMUNITY TO BETTER UNDERSTAND WHERE THERE MIGHT BE OPPORTUNITY TO ENHANCE OUR OFFERINGS TO BETTER ALIGN WITH THEIR INTERESTS, NEEDS, AND SCHEDULES. SAME FOR OUR WOMEN IN INVESTMENT MANAGEMENT CHAIR. IN SUMMARY, ALTHOUGH THERE WERE A COUPLE OF DISAPPOINTMENTS DURING THE YEAR, WE FEEL VERY GOOD ABOUT THE RESULTS WE DELIVERED TO OUR MEMBERS AS WELL AS OUR OVERALL PROGRESS TOWARDS OUR STRATEGIC GOALS FOR THE SOCIETY.
(Grants $ 0) If this amount includes foreign grants, check here ...MediumBullet		 30a 0
31 Other program services (describe in Schedule O) ................
(Grants $   ) If this amount includes foreign grants, check here...MediumBullet		 31a
32 Total program service expenses (add lines 28a through 31a).......... bullet 32  
Part Ⅳ
List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated ; see the instructions for Part IV)Check if the organization used Schedule O to respond to any question in this Part IV............
(a) Name and title (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-) 		(d) Health benefits, contributions to employee benefit plans, and
deferred compensation		 (e) Estimated amount
of other compensation
ERIC PETTWAY CFA  
 
PRESIDENT 		4.00 0 0 0
KEITH RENNEKAMP CFA  
 
VICE PRESIDENT 		4.00 0 0 0
MICHAEL ALUISE CFA  
 
PROGRAMMING 		2.00 0 0 0
CURTIS BAILEY CFA  
 
EDUCATION 		2.00 0 0 0
NATHAN BAILEY CFA  
 
TREASURER 		1.00 0 0 0
CASEY JONES  
 
MENTORSHIP 		2.00 0 0 0
TED PARCHMAN  
 
SECRETARY 		2.00 0 0 0
SONIYA SHAH  
 
GLOBAL RESEARCH 		2.00 0 0 0
MARC DIZARD  
 
MEMBERSHIP VALUE 		2.00 0 0 0
MATTHEW YUNG CFA  
 
ADVOCACY & STRATEGIC 		2.00 0 0 0
CAREY KRUER CFA  
 
EXECUTIVE DIRECTOR 		2.00 0 0 0
Form 990-EZ (2023)
Form 990-EZ (2023)
Page 3
Part Ⅴ
Other Information
(Note the Schedule A and personal benefit contract statement requirements in the
instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V.......
Yes
No
33
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ...................
33
 
No
34
Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization’s name. Otherwise, explain the changeon Schedule O. See instructions. ..........................
34
 
No
35a
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ............
35a
 
No
b
If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O
35b
 
 
c
Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III
35c
 
No
36
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes," complete applicable parts of Schedule N ................
36
 
No
37a
Enter amount of political expenditures, direct or indirect, as described in the instructions. bullet
37a
0
b
Did the organization file Form 1120-POL for this year?...................
37b
 
 
38a
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?..
38a
 
No
b
If “Yes," complete Schedule L, Part II and enter the total amount involved .
38b
 
39
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on line 9.......
39a
 
b
Gross receipts, included on line 9, for public use of club facilities.....
39b
 
40a
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 bullet   ; section 4912 bullet   ; section 4955 bullet  
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes," complete Schedule L, Part I
40b
 
 
c
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958bullet  
d
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organizationbullet  
e
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T ................
40e
 
No
41List the states with which a copy of this return is filed. bulletOH
42a The organization's books are in care of bulletASSOCIATION CONNECTION
 Telephone no.bullet (513) 554-4811


Located at bullet4010 EXECUTIVE PARK DRIVECINCINNATI, OH ZIP + 4 bullet45241
Yes
No
b
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . .
42b
 
No
If “Yes," enter the name of the foreign country: bullet
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
c
At any time during the calendar year, did the organization maintain an office outside the U.S.? . . .
42c
 
No
If “Yes," enter the name of the foreign country: bullet
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here ...... bullet
and enter the amount of tax-exempt interest received or accrued during the tax year ....bullet43
 
Yes
No
44a
Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed insteadof Form 990-EZ.............................
44a
 
No
b
Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completedinstead of Form 990-EZ.............................
44b
 
No
c
Did the organization receive any payments for indoor tanning services during the year? .........
44c
 
No
d
If "Yes," to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an
explanation in Schedule O ............................
44d
 
 
45a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?.........
45a
 
No
45b
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ (see instructions)......................
45b
 
 
Form 990-EZ (2023)
Form 990-EZ (2023)
Page 4
Yes
No
46
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If “Yes," complete Schedule C, Part I. ...........
46
 
No
Part Ⅵ
Section 501(c)(3) Organizations Only All section 501(c)(3) organizations must answer questions 47- 49b and 52, and complete the tables for lines 50 and 51. Check if the organization used Schedule O to respond to any question in this Part VI ..................
Yes
No
47
Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................
47
 
 
48
Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..
48
 
 
49a
Did the organization make any transfers to an exempt non-charitable related organization?......
49a
 
 
b
If "Yes," was the related organization a section 527 organization?................
49b
 
 
50
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and title of each employee (b) Average
hours per week
devoted to position		 (c) Reportable compensation
(Forms W-2/1099-MISC) 		(d) Health benefits, contributions to employee benefit plans, and deferred compensation (e) Estimated amount of other compensation
 
f
Total number of other employees paid over $100,000 .............bullet  

51
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
(a) Name and business address of each independent contractor (b) Type of service (c) Compensation
 
d
Total number of other independent contractors each receiving over $100,000..........bullet  


52
Did the organization complete Schedule A? NOTE. All section 501(c)(3) organizations must attach a
completed Schedule A ........................................bullet
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name bullet

Firm's EIN bullet
Firm's address bullet



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
Form 990-EZ (2023)

Additional Data


Software ID:  
Software Version:  

Form 990-EZ, Special Condition Description:
Special Condition Description

Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CFA SOCIETY OF CINCINNATI INC
 
Employer identification number

23-7094427
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CFA SOCIETY OF CINCINNATI INC
  		Employer identification number
23-7094427
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CFA SOCIETY OF CINCINNATI INC
  		Employer identification number

23-7094427
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CFA SOCIETY OF CINCINNATI INC
  		Employer identification number

23-7094427
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
CFA SOCIETY OF CINCINNATI INC
 
Employer identification number

23-7094427
Return Reference Explanation
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 7,095.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CANDIDATE RECOGNITION EVENTS. AMOUNT: 6,008. DESCRIPTION: COMMUNITY SPONSORSHIPS. AMOUNT: 10,000. DESCRIPTION: MENTORSHIP PROGRAM COMMITTEE. AMOUNT: 503. DESCRIPTION: WIM COMMITTEE EXPENSE. AMOUNT: 75. DESCRIPTION: BOARD EXPENSES. AMOUNT: 2,627. DESCRIPTION: BOARD TRAVEL. AMOUNT: 1,447. DESCRIPTION: PARKING AND MILEAGE EXPENSES. AMOUNT: 362. DESCRIPTION: BANK & CC FEES. AMOUNT: 1,198. DESCRIPTION: TECHNOLOGY. AMOUNT: 1,854. DESCRIPTION: FOOD & BEVERAGE COSTS. AMOUNT: 27,898. DESCRIPTION: AUDIO VISUAL. AMOUNT: 1,640. DESCRIPTION: RENTAL SPACE. AMOUNT: 6,165. DESCRIPTION: SPEAKER FEES. AMOUNT: 25,159. DESCRIPTION: RESEARCH CHALLENGE COMMITTEE. AMOUNT: 5,128. DESCRIPTION: SPEAKER TRAVEL. AMOUNT: 1,716. DESCRIPTION: MISC EXPENSES. AMOUNT: 167. DESCRIPTION: CANDIDATE EDUCATION EXPENSES. AMOUNT: 213. DESCRIPTION: MEMBER VALUE COMMITTEE. AMOUNT: 306. TOTAL TO FORM 990-EZ, LINE 16: 92,466.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


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TY 2023 TransferPrsnlBnftContractsDecl
Name:
CFA SOCIETY OF CINCINNATI INC
EIN:
23-7094427
Declaration:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.