Massachusetts · Nonprofit
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC (Massachusetts) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being CFA INSTITUTE RESEARCH FOUNDATION ($10,000). 0 of them have funded it in more than one year.
- Revenue FY2024
- $13M
- Funders on record
- 1
- Grants received
- $10k
- Net assets
- $499k
What Chartered Alternative Investment Analyst Association Inc does
Mission
The 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 organization representing professionals in more than 95 countries, caia association advocates for the highest ethical standards. Establish the chartered alternative investment analyst designation as an educational standard in the investment industry, provide members with comprehensive knowledge of alternative investments, advocate high standards of professional conduct, promote professional development through ongoing education, facilitate communication among industry professionals.
As stated on its FY2024 Form 990.
Program
Administration of caia exam, awarding the caia designation, advocating for high professional standards, and contributing to the body of knowledge related to alternative investing. E-curriculum gives access and control of content to help students better prepare to study for the exam. The increase in unifi sponsorships helps support future microcredentials.
The program described on its FY2023 Form 990.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $11M to $9.4M (−12%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 7% · 2024 0%. Grants only. Government contracts and fees sit inside program revenue.
4% of CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
William Kelly
CEO until 12/31/24
Board chair
Valerie Sill
Chair of the board
As listed on its FY2024 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC draws 100% of its grant income from funders outside Massachusetts, across 1 state in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC runs a healthier operating margin than half of the 659 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 659 community improvement nonprofits $10M–$100M, FY2024
Organizations like CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Footprint & structure
Files a return copy in 1 state
Part of a family of 4 related entities
- Caia Foundation Inc · exempt
- Caia UK Office Limited · corp_trust
- Caia Association Singapore Office Limited · corp_trust
- Caia Association Hong Kong Limited · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC?
- CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC (Massachusetts) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being CFA INSTITUTE RESEARCH FOUNDATION ($10,000). 0 of them have funded it in more than one year.
- How many funders does CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC have?
- IRS filings report 1 organization giving $10,000 in grants to CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC.
- Who is the largest funder of CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC?
- CFA INSTITUTE RESEARCH FOUNDATION is the largest funder on record, with $10,000 in grants. The full list of funders is on this page.
- How can an organization like CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Chartered Alternative Investment Analyst Association →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing