Chartered Alternative Investment Analyst

Community development organization based in Amherst, MA. 47 employees. Exempt under §501(c)(6).

MissionTHE CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIA) IS A GLOBAL PROFESSIONAL CREDENTIALING BODY DEDICATED TO CREATING GREATER ALIGNMENT, TRANSPARENCY, AND KNOWLEDGE FOR ALL INVESTORS, WITH A SPECIFIC EMPHASIS ON ALTERNATIVE INVESTMENTS. A MEMBER-DRIVEN

EIN
37-1428113
State
MA
Sector
Community development
Budget band
$10M–$25M
Latest filing
TY 2024
Records
7 officers · 6 years

Financial snapshot · TY 2024

$13.0M
Total revenue
$12.5M
Total expenses
$9.7M
Net assets

Financial health · TY 2024

6
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
1
0.1 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
29
Mix of program fees, grants & contributions

Leadership compensation

John Bowman
EXECUTIVE VICE PRESIDENT
$447,494
96th percentile vs. peers
Kristaps Licis
SENIOR ASSOCIATE DIRECTOR OF EXAMS
$257,860
96th percentile vs. peers
Ruth Carolan
CLERK/CHIEF OPERATING OFFICER
$249,426
61th percentile vs. peers
Aaron Filbeck
MANAGING DIRECTOR/HEAD OF UNIFI
$205,588
8th percentile vs. peers
Bradley Ambani
DIRECTOR OF FINANCE/TREASURER
$197,513
70th percentile vs. peers

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Chartered Alternative Investment Analyst Executive Compensation | 990 Data | DoubleNine