NonprofitsChartered Alternative Investment Analyst Association Inc

Community Improvement & Capacity Building

Chartered Alternative Investment Analyst Association Inc

AMHERST, MA

Total revenue

$13.0M

Total expenses

$12.5M

Net assets

$499K

Grants received

$10K

1 grants

EIN

371428113

Tax year

2024

Mission

The caia association is a global credentialing body for alternative investments, representing professionals in over 95 countries. It upholds high ethical standards, offers the chartered alternative investment analyst designation, and promotes ongoing education and professional development in the industry.

Financials

FY 2024

Revenue

Contributions & grants$485K
Program service revenue$12.0M
Investment income$168K
Other revenue$349K
Total revenue$13.0M

Expenses

Grants paid
Salaries & benefits$5.8M
Fundraising
Other expenses$6.6M
Total expenses$12.5M
Total assets$9.7M
Net assets$499K

People

17 listed

NameRoleCompensation

WILLIAM KELLY

CEO UNTIL 12/31/24

Board

$471K

40 hrs/wk

RUTH CAROLAN

CLERK/CHIEF OPERATING OFFICER

Board

$206K

40 hrs/wk

BRADLEY AMBANI

DIRECTOR OF FINANCE/TREASURER

Board

$164K

40 hrs/wk

WILLIAM MA

DIRECTOR

Board

1 hrs/wk

THOMAS ROBINSON

DIRECTOR

Board

1 hrs/wk

GRAEME GRIFFITHS

DIRECTOR

Board

1 hrs/wk

ELIZABETH BURTON

DIRECTOR

Board

1 hrs/wk

GREGORY BROWN

DIRECTOR

Board

1 hrs/wk

ELENA MANOLA-BONTHOND

DIRECTOR

Board

1 hrs/wk

JAYNE BOK

DIRECTOR

Board

1 hrs/wk

DAN BIENVENUE

DIRECTOR

Board

1 hrs/wk

VALERIE SILL

CHAIR OF THE BOARD

Board

1 hrs/wk

JOHN BOWMAN

EXECUTIVE VICE PRESIDENT

Staff

$407K

40 hrs/wk

KRISTAPS LICIS

SENIOR ASSOCIATE DIRECTOR OF EXAMS

Staff

$220K

40 hrs/wk

AARON FILBECK

MANAGING DIRECTOR/HEAD OF UNIFI

Staff

$196K

40 hrs/wk

STEVEN NOVAKOVIC

MANAGING DIRECTOR OF EDUCATIONAL PROGRAMS

Staff

$182K

40 hrs/wk

CHRISTIE HAMILTON

DIRECTOR OF CONTENT AND RESEARCH

Staff

$163K

40 hrs/wk

Independent contractors

NCS PEARSON

EXAM ADMINISTRATION

$274K

ABILA

CRM SUPPORT

$266K

BENCHPREP

CURRICULUM

$266K

ROONEY PARTNERS

MARKETING SUPPORT

$163K

WITH INTELLIGENCE

PUBLISHING

$125K

Grants received

Showing 1 of 1

FromAmountPurposeYear

Funded by

$10K from 1 funder · 1 grant · 2017

Cfa Institute Research Foundation

$10K · 1 grant · 2017

Details

EIN371428113
NTEE codeS41
Subsection06
Ruling date2003-11
Formed2002
Employees47
Volunteers400
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC — Mission, Financials & Grants Received | Grantivo