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Organizations Community Improvement & Capacity Building Chartered Alternative Investment Analyst Association Inc.

Chartered Alternative Investment Analyst Association Inc.

Fiscal year ending 2021. Filed on October 11, 2022.

11 Amity Street
Amherst, Massachusetts 01002

Chartered Alternative Investment Analyst Association Inc. (EIN: 37-1428113), also known as Caia, has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2021 IRS Form 990 filing, Chartered Alternative Investment Analyst Association Inc., a 501(c)(6) business league, reported compensation for 7 out of 48 total employees. Among the employees shown here, the average compensation is $299,187. The highest compensated employee at Chartered Alternative Investment Analyst Association Inc. is William Kelly with fiscal year 2021 compensation of $554,330.

Revenue, expenses, and employee compensation

Revenue

$9,878,929

Expenses

$10,426,795

Employee compensation

$5,184,622
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

William Kelly
Ceo/President/Treasurer
$554,330
$528,330 No related comp$26,000
John Bowman
Senior Managing Director
$360,988
$343,488 No related comp$17,500
Keith Black
Managing Director of Curriculum and Exams
$268,649
$243,934 No related comp$24,715
Millissa Allen
Managing Director, AMRS
$246,122
$223,322 No related comp$22,800
Hossein Kazemi
Senior Advisor, Programming
$237,218
$211,218 No related comp$26,000
Kristaps Licis
Senior Associate Director or Exams
$218,105
$203,028 No related comp$15,077
Ruth Carolan
Clerk/Chief Operating Officer
$208,896
$183,834 No related comp$25,062

Benchmark Employee Compensation

Non-Employee Board Members

Alexander Ineichen
Member Emeritus
Anthony Cowell
Director
David George
Director
Elizabeth Burton
Director
Graeme Griffiths
Director
Jack Inglis
Director
Melissa Ma
Director
Robert Derito
Director
Thomas Schneeweis
Member Emeritus
Tom Robinson
Director
Valerie Sill
Board Chair
William Ma
Director

Contractors

Adp Total Source
Payroll
$342,349
Ncs Pearson Inc.
Exam Administration
$319,940
With Intelligence
Publishing
$319,581
Common Media
IT Support
$105,100
Rooney Partners LLC
Marketing Support
$101,313

Mission Statement

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.

Revisions to this organization profile

October 24, 2025:
2024 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 1, 2024:
2023 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 15, 2023:
2022 Chartered Alternative Investment Analyst Association Inc. 990 filed

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