EIN 37-1428113

Chartered Alternative Investment Analyst Association

Name: Chartered Alternative Investment Analyst Association financials for 2022
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Programs|Personnel|Financials|Form 990s|Peers

IRS 501(c) type

501(c)(6)

Num. employees

City

Amherst

State

Massachusetts

Year formed

2002

Most recent tax filings

2022-12-01

NTEE code, primary

S41: Promotion of Business

Description

The Chartered Alternative Investment Analyst Association, Inc. (Caia) dedicates itself to creating greater alignment, transparency, and knowledge for all investors in alternative investments. It administers the Caia exam, awards the Caia designation, advocates for high professional standards and contributes to the body of knowledge related to alternative investing while being located in Amherst, MA.

Total revenues

$9,521,517

2022

Total expenses

$11,251,406

2022

Total assets

$9,436,100

2022

Num. employees

2022

Program areas at Chartered Alternative Investment Analyst Association

Administration of caia exam, awarding the caia designation, advocating for high professional standards, and contributing to the body of knowledge related to Alternative investing. New l1 increased in mar 2023 we hit a 2-year high in candidate count at 2,832. Bundled curriculum gives access and control of content to help students better prepare to study for the exam.

Personnel at Chartered Alternative Investment Analyst Association

Name	Title	Compensation	Date of data
William (Bill) J. Kelly, CAIA	Chief Executive Officer	$523,295	2024-10-04
Ruth Carolan	Chief Operating Officer	$197,942	2024-10-04
Aaron Filbeck, CAIA, CFA, CFP(r), CIPM, FDP	Managing Director and Head of Unifi By Caia		2024-10-04
John L. Bowman, CFA	President	$367,605	2024-10-04
Laura Merlini, CAIA, CIFD	Managing Director , Emea		2024-10-04
...and 6 more key personnel

Financials for Chartered Alternative Investment Analyst Association

Revenues	FYE 12/2022	FYE 12/2021	% Change
Total grants, contributions, etc.	$150,000	$688,926	-78.2%
Program services	$9,085,084	$9,108,477	-0.3%
Investment income and dividends	$16,132	$3,907	312.9%
Tax-exempt bond proceeds	$0	$0	-
Royalty revenue	$109,138	$21,315	412%
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$0	$0	-
Net income from fundraising events	$0	$0	-
Net income from gaming activities	$0	$0	-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$161,163	$56,304	186.2%
Total revenues	$9,521,517	$9,878,929	-3.6%

Form 990s for Chartered Alternative Investment Analyst Association

Fiscal year ending	Date received by IRS	Form	PDF link
2022-12	2023-11-15	990	View PDF
2021-12	2022-10-11	990	View PDF
2020-12	2021-11-15	990	View PDF
2019-12	2021-06-25	990	View PDF
2018-12	2020-01-29	990	View PDF
...and 11 more Form 990s

Organizations like Chartered Alternative Investment Analyst Association

Organization	Type	Location	Revenue
Association for Supply Chain Management (APICS)	501(c)(6)	Chicago, IL	$32,129,769
Association for Healthcare Philanthropy (AHP)	501(c)(6)	Arlington, VA	$4,584,567
Institute of Real Estate Management (IREM)	501(c)(6)	Chicago, IL	$14,110,208
Ohio Society of Certified Public Accountants	501(c)(6)	Columbus, OH	$6,495,587
Association for Clinical Oncology	501(c)(6)	Alexandria, VA	$15,448,005
American Health Information Management Association	501(c)(6)	Chicago, IL	$36,048,885
American Society of Safety Professionals (ASSE)	501(c)(6)	Park Ridge, IL	$14,818,743
CMT Association (MTA)	501(c)(6)	New York, NY	$2,982,712
The American Optometric Association	501(c)(6)	Saint Louis, MO	$28,035,373
Association for Financial Professionals (AFP)	501(c)(6)	Rockville, MD	$21,479,373

Data update history

January 6, 2024

Posted financials

Added Form 990 for fiscal year 2022

January 5, 2024

Updated personnel

Identified 1 new personnel

December 26, 2023

Used new vendors

Identified 1 new vendor, including

November 25, 2023

Posted financials

Added Form 990 for fiscal year 2021

June 29, 2023

Posted financials

Added Form 990 for fiscal year 2020

Nonprofit Types

Professional associationsBusiness and community development organizationsHeadquarter / parent organizations

Issues

Business and industry

Characteristics

MembershipsOperates internationallyCommunity engagement / volunteering

General information

Address: 11 Amity St; Amherst, MA 01002
Metro area: Springfield, MA
County: Hampshire County, MA
Website URL: caia.org/
Phone: (413) 253-7373
Facebook page: caia-association
Twitter profile: @caiaassociation

IRS details

EIN: 37-1428113
Fiscal year end: December
Taxreturn type: Form 990
Year formed: 2002
Eligible to receive tax-deductible contributions (Pub 78): No

Categorization

NTEE code, primary: S41: Promotion of Business
NAICS code, primary: 813920: Professional Associations
Parent/child status: Central organization

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Chartered Alternative Investment Analyst Association

Program areas at Chartered Alternative Investment Analyst Association

Personnel at Chartered Alternative Investment Analyst Association

Financials for Chartered Alternative Investment Analyst Association

Form 990s for Chartered Alternative Investment Analyst Association

Organizations like Chartered Alternative Investment Analyst Association

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