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Chartered Alternative Investment Analyst Association Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 371428113 ✦ Amherst, MA ✦ Designated as a 501(c)(6)

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Overview

What is Chartered Alternative Investment Analyst Association Inc?

The Chartered Alternative Investment Analyst Association Inc, headquartered in Amherst, Massachusetts, serves as a global professional credentialing body, focusing on fostering alignment, transparency, and knowledge in the investment sector, with a particular emphasis on alternative investments. This member-driven organization, representing professionals in over 95 countries, advocates for high ethical standards and promotes the Chartered Alternative Investment Analyst designation as an educational benchmark in the investment industry. By offering comprehensive knowledge of alternative investments and advocating for professional conduct, the association facilitates communication among industry professionals and encourages ongoing education for its members, aiming to enhance the overall investment landscape.


Official website here: www.caia.org/

Is Chartered Alternative Investment Analyst Association Inc legitimate?

Chartered Alternative Investment Analyst Association Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Chartered Alternative Investment Analyst Association Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $1,641,508
Professional Fundraising Fees: $0
Other Salaries and Wages: $3,148,460

For more financial information, click here


Official website here: www.caia.org/

What is the mission statement of Chartered Alternative Investment Analyst Association Inc?

The Chartered Alternative Investment Analyst Association, Inc. (CAIA) serves as a globally recognized professional credentialing body, committed to fostering alignment, transparency, and knowledge in the investment sector, with a particular focus on alternative investments. Representing professionals from over 95 countries, CAIA Association advocates for the highest ethical standards and promotes the Chartered Alternative Investment Analyst designation as an educational benchmark in the investment industry. They provide their members with comprehensive knowledge of alternative investments, advocate for high professional conduct, and promote ongoing education. Furthermore, CAIA Association facilitates communication among industry professionals, aiming to enhance overall industry standards and practices.


Official website here: www.caia.org/

Who is the CEO of Chartered Alternative Investment Analyst Association Inc?

William J Kelly is the Ceo/President/Treasurer of Chartered Alternative Investment Analyst Association Inc. The CEO's salary of Chartered Alternative Investment Analyst Association Inc is $523,295 and their total compensation is $553,075.


Official website here: www.caia.org/

What is the revenue of Chartered Alternative Investment Analyst Association Inc?

Chartered Alternative Investment Analyst Association Inc's revenue in 2022 was $9,521,517.


Official website here: www.caia.org/

Who are the executives of Chartered Alternative Investment Analyst Association Inc and what are their salaries?

The average compensation at Chartered Alternative Investment Analyst Association Inc during 2022 was $88,703. There are 54 employees and 400 volunteers at Chartered Alternative Investment Analyst Association Inc.


Here are 15 key members and their salaries (Chartered Alternative Investment Analyst Association Inc's CEO's salary is $523,295 and their total compensation is $553,075):


William Kelly (Ceo/President/Treasurer)
  • Compensation: $523,295
  • Related: $0
  • Other: $29,780
Ruth Carolan (Clerk/Chief Operating Officer)
  • Compensation: $197,942
  • Related: $0
  • Other: $27,607
John Bowman (Senior Managing Director)
  • Compensation: $367,605
  • Related: $0
  • Other: $20,880
Hossein Kazemi (Senior Advisor, Programming)
  • Compensation: $216,066
  • Related: $0
  • Other: $28,100
Kristaps Licis (Senior Associate Director)
  • Compensation: $218,570
  • Related: $0
  • Other: $11,663
Valerie Sill (Chair Of The Board)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Burton (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anthony Cowell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Derito (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David George (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Graeme Griffiths (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Edward Inglis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Ma (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Ma (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tom Robinson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.caia.org/

Where can I find the form 990 for Chartered Alternative Investment Analyst Association Inc?

Chartered Alternative Investment Analyst Association Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.caia.org/

Learn more at the official website: www.caia.org/

Mission Statement of Chartered Alternative Investment Analyst Association Inc

The Chartered Alternative Investment Analyst Association, Inc. (CAIA) serves as a globally recognized professional credentialing body, dedicated to fostering alignment, transparency, and knowledge in the investment industry, particularly in the realm of alternative investments. Representing professionals from over 95 countries, this member-driven organization advocates for the highest ethical standards.

CAIA's primary mission is to establish the Chartered Alternative Investment Analyst designation as an educational standard within the investment industry. By providing comprehensive knowledge of alternative investments, CAIA empowers its members to navigate this complex field effectively. Furthermore, the association advocates for high professional conduct standards, ensuring integrity and trust in the industry.

In addition to promoting professional development, CAIA facilitates communication among industry professionals. Through ongoing education, the organization enables its members to stay updated on the latest trends and advancements in alternative investments. By doing so, CAIA plays a significant role in establishing a well-informed and connected investment community.

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Impact




October, 2024

The Chartered Alternative Investment Analyst Association Inc. significantly influences the investment landscape by establishing rigorous educational standards and promoting ethical practices within the realm of alternative investments. With a global reach that extends to over 95 countries, CAIA serves as a pivotal resource for investment professionals seeking to enhance their expertise and commitment to ethical conduct.

By administering the CAIA exam and awarding the prestigious Chartered Alternative Investment Analyst designation, the organization provides members with comprehensive knowledge of alternative investment strategies. This emphasis on education fosters greater transparency and alignment among investors, ultimately contributing to more informed decision-making across the industry.

Moreover, CAIA advocates for high professional standards and facilitates communication among industry professionals, encouraging collaboration and the sharing of best practices. Their ongoing educational initiatives, including a newly introduced curriculum, enable candidates to prepare more effectively for the exam, ensuring that the next generation of investment professionals is well-equipped to navigate the complexities of alternative investing. This multifaceted approach not only elevates individual practitioners but also advances the integrity and sophistication of the investment sector as a whole.




This information is meant to be a general summary of Chartered Alternative Investment Analyst Association Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$9,521,517 (2022)
Expenses
$11,251,406 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $16,132
  • Program Service Revenue: $9,085,084
  • Gross Receipts: $9,521,517

Assets and Liabilities:

  • Total Assets: $9,436,100
  • Total Liabilities: $8,023,410
  • Net Assets: $1,412,690

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

EXAM REGISTRATION FEES

Revenue

$3,660,993

MEMBERSHIP DUES

Revenue

$3,634,163

FUNDAMENTALS

Revenue

$941,928

ENROLLMENT FEES

Revenue

$848,000

Organization Details

Founding Year

2002

Principal Officer

William J Kelly

Main Address

11 AMITY STREET, AMHERST, MA, 01002

NTEE Category

Code: S41 - Community improvement

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