CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC
EIN 37-1428113 · Chambers of Commerce & Business Leagues (S41)
What they do
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.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders17 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $575,189 for WILLIAM KELLY (CEO UNTIL 12/31/24). Compare pay with organizations of similar size and complexity.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (17)
WILLIAM KELLYCEO UNTIL 12/31/24
JOHN BOWMANEXECUTIVE VICE PRESIDENT
KRISTAPS LICISSENIOR ASSOCIATE DIRECTOR OF EXAMS
RUTH CAROLANCLERK/CHIEF OPERATING OFFICER
AARON FILBECKMANAGING DIRECTOR/HEAD OF UNIFI
BRADLEY AMBANIDIRECTOR OF FINANCE/TREASURER
STEVEN NOVAKOVICMANAGING DIRECTOR OF EDUCATIONAL PROGRAMS
CHRISTIE HAMILTONDIRECTOR OF CONTENT AND RESEARCH
WILLIAM MADIRECTOR
VALERIE SILLCHAIR OF THE BOARD
THOMAS ROBINSONDIRECTOR
JAYNE BOKDIRECTOR
GREGORY BROWNDIRECTOR
GRAEME GRIFFITHSDIRECTOR
ELIZABETH BURTONDIRECTOR
ELENA MANOLA-BONTHONDDIRECTOR
DAN BIENVENUEDIRECTOR
About this charity
- Recognized since
- January 2003
- Location
- 11 AMITY STREET, AMHERST, MA 01002
- County
- Hampshire
- In care of
- JOHN BOWMAN
- Primary officer
- JOHN BOWMAN, CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- CLIFTONLARSONALLEN
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues