AUMdb

Columbus Society Of Financial Analysts

EIN 311393658 · 501(c)(6) · Public charity · Columbus, OH · recognized 1996

Assets
$386K
Revenue
$166K
Expenses
$140K
Investment income
$9.3K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jerry Brown Co-programmi $0 $0
Jia Ying Guo Research ch $0 $0
Jayant Jangra Asst researc $0 $0
Pete Klingelhofer Co-programmi $0 $0
Jeff Liu Mentorship $0 $0
Jack Miklos Communicatio $0 $0
Kelly Noll University r $0 $0
Colin White Sponsorship $0 $0
Chris Brinich President $0 $0
Josiah Huber Secretary $0 $0
Chi Nguyen Vice preside $0 $0
Nick Smith Treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $386K $166K $140K 990 990 · obj 202502759349301315 IRS ↗
06/30/2024 $363K $155K $177K 990 990 · obj 202501219349301015 IRS ↗