Columbus Society of Financial Analysts
Columbus Society of Financial Analysts' network
8 people1 organisationi8 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Colin White | Sponsorship | 2025 | 1 yr |
| Jack Miklos | Communicatio | 2025 | 1 yr |
| Jayant Jangra | Asst Researc | 2025 | 1 yr |
| Jeff LIU | Mentorship | 2023 | 3 yrs |
| Jerry Brown | Co-Programmi | 2025 | 1 yr |
| JIA Ying GUO | Research Ch | 2025 | 1 yr |
| Kelly Noll | University R | 2025 | 1 yr |
| Pete Klingelhofer | Co-Programmi | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Ankit Gupta | President | 2018 |
| Aron LAU | Treasurer | 2023 |
| CHI Nguyen | Vice Preside | 2025 |
| Chris Brinich | Vice Preside | since 2023 |
| Christian Hviid | Vice Preside | since 2021 |
| Dan Hadden | President | since 2021 |
| David Klink | Vice Preside | since 2018 |
| DEB Huland | Treasurer | since 2018 |
| Josiah Huber | Company secretary | since 2023 |
| Lincoln Carnam | Company secretary | since 2019 |
| Michael Schnetzer | Treasurer | since 2018 |
| Nick Smith | Treasurer | 2025 |
| Nick Ziegenbusch | President | 2021 |
| Pete Klingelhofer | Asst Treasur | 2023 |
| Vince Petitti | Treasurer | 2021 |
| Zach Amendolea | Company secretary | 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jerry Brown | Co-Programmi | 1 | $0 | ||
| Jia Ying Guo | Research Ch | 1 | $0 | ||
| Jayant Jangra | Asst Researc | 1 | $0 | ||
| Pete Klingelhofer | Co-Programmi | 1 | $0 | ||
| Jeff Liu | Mentorship | 1 | $0 | ||
| Jack Miklos | Communicatio | 1 | $0 | ||
| Kelly Noll | University R | 1 | $0 | ||
| Colin White | Sponsorship | 1 | $0 | ||
| Chris Brinich | President | 1 | $0 | ||
| Josiah Huber | Secretary | 1 | $0 | ||
| Chi Nguyen | Vice Preside | 1 | $0 | ||
| Nick Smith | Treasurer | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Columbus Society of Financial Analysts
- EIN
- 311393658
- Address
- 275 E Broad St, Columbus, OH, 43215-3771
- State
- Ohio
- Mission
- Promote educational and ethical standards in investment industry (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 4 (IRS master file code)
- Principal officer
- Chris Brinich (as named on the Form 990)
- IRS ruling date
- 1 July 1996
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
Most connected
Longest observed on the filings
≥3years on the filingsJeff LIU
≥1years on the filingsColin White
≥1years on the filingsJack Miklos
≥1years on the filingsJayant Jangra
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $386k
- Total liabilities
- $0
- Net assets or fund balances
- $386k
- Contributions and grants received
- $114k
- Program service revenue
- $42k
- Employees
- 0
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $166k | $140k | $26k |
As filed on the IRS Form 990. US dollars.