SCommunity Improvement & Capacity BuildingEIN: 371428113· Ruling Year: 2003

Chartered Alternative Investment Analyst Association Inc

Amherst, Massachusetts

CHealth Score
40C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

Compared to 8 peers in Community Improvement & Capacity Building with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.00×
Peer Median2.76×
💰
$11.3M
Total Revenue
📊
$12.8M
Total Expenses
🏦
$19K
Net Assets
📋
$8.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+19.0%
Year-over-year change (2022 → 2023)
Net Margin
-12.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.00
Net assets divided by total expenses
Liabilities-to-Assets
99.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,328,30519%$12,790,65114%$8,528,93810%
2022$9,521,5174%$11,251,4068%$9,436,10012%
2021$9,878,9298%$10,426,7953%$10,766,6958%
2020$10,681,5242%$10,136,7569%$9,925,2737%
2019$10,943,8746%$11,126,92910%$9,263,7981%
2018$10,316,7036%$10,136,7041%$9,175,56611%
2017$9,687,5024%$10,066,5831%$8,236,1557%
2016$10,132,906$9,977,63913%$8,810,8383%
2015$10,134,2807%$8,816,4053%$8,537,46429%
2014$9,510,36414%$8,539,2432%$6,636,41318%
2013$8,310,6796%$8,717,6836%$5,626,1187%
2012$8,864,34826%$9,294,82211%$6,020,7772%
2011$7,057,543$8,405,109$6,131,861

Frequently Asked Questions

What does Chartered Alternative Investment Analyst Association Inc do?

Chartered Alternative Investment Analyst Association Inc is a community improvement & capacity building nonprofit organization based in Massachusetts. It is classified under NTEE code S41 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Chartered Alternative Investment Analyst Association Inc financially healthy?

Based on our 9-metric Financial Health Score model, Chartered Alternative Investment Analyst Association Inc has a score of 40/100 (Grade: C). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Chartered Alternative Investment Analyst Association Inc generate?

Chartered Alternative Investment Analyst Association Inc reports $13.0M in annual revenue and holds $9.7M in total assets, based on IRS filings.

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Chartered Alternative Investment Analyst Association Inc — Amherst, MA | GiveScope