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Cfa Society Oklahoma

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

EIN: 203779358 ✦ Oklahoma city, OK ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Oklahoma?

Cfa Society Oklahoma is a nonprofit organization, specifically identified in the given data. Unfortunately, the information provided is limited, only mentioning that unregistered users have a monthly view limit of 100 profiles. As a result, I cannot provide a comprehensive summary of Cfa Society Oklahoma's mission, activities, or impact. However, I can infer that, as a nonprofit, it likely seeks to promote certain causes or initiatives, perhaps within the financial sector, given the association with the Chartered Financial Analyst (CFA) Society. For a detailed and accurate understanding of Cfa Society Oklahoma, I recommend visiting their official website or accessing more detailed information if available.


Official website here: www.cfasociety.org/oklahoma/

Is Cfa Society Oklahoma legitimate?

Cfa Society Oklahoma is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Oklahoma submitted a form 990EZ, 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.


Official website here: www.cfasociety.org/oklahoma/

What is the mission statement of Cfa Society Oklahoma?

Cfa Society Oklahoma does not provide a specific mission statement in the provided information. However, their activity or mission description encourages individuals to create a free account to access more profile views, suggesting they may be focused on promoting professional networking and development within the financial industry. The organization might aim to support and empower its members, offering resources and opportunities for career advancement. Without additional information, it's challenging to provide a more detailed mission summary.


Official website here: www.cfasociety.org/oklahoma/

Who is the CEO of Cfa Society Oklahoma?

Olena Lifset is the President of Cfa Society Oklahoma.


Official website here: www.cfasociety.org/oklahoma/

What is the revenue of Cfa Society Oklahoma?

Cfa Society Oklahoma's revenue in 2023 was $104,480.


Official website here: www.cfasociety.org/oklahoma/

Who are the executives of Cfa Society Oklahoma and what are their salaries?


Here are 8 key members and their salaries:


Olena Lifset (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Liu Liu (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Myers (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Savage (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Wyett (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gregory Baum (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chais Craig (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Winkler (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/oklahoma/

Where can I find the form 990EZ for Cfa Society Oklahoma?

Cfa Society Oklahoma's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasociety.org/oklahoma/

Learn more at the official website: www.cfasociety.org/oklahoma/

Mission Statement of Cfa Society Oklahoma

CFA Society Oklahoma, as per its description, does not explicitly state a mission or activity. However, it does mention a limitation for unregistered users to view profiles, suggesting that the organization likely provides a platform or network for financial professionals. To access more profiles, users are encouraged to create a free account, hinting at a membership-based service. While the information provided is limited, it suggests that CFA Society Oklahoma might serve as a networking hub or professional resource for individuals in the financial field, such as those holding the Chartered Financial Analyst (CFA) designation.

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Impact




October, 2024

Cfa Society Oklahoma plays a significant role in fostering financial literacy and professional development within the Oklahoma community. By focusing on youth development, it provides educational resources and mentorship opportunities to aspiring finance professionals. The society promotes high ethical standards and excellence in the investment profession, empowering individuals to make informed financial decisions.

Through various programs and initiatives, Cfa Society Oklahoma enhances the skills and knowledge of its members, contributing to a more informed and capable workforce in the finance industry. This, in turn, supports economic growth in the region, as well-equipped finance professionals are essential for navigating complex financial landscapes and driving investment strategies. The society's commitment to youth development ensures that future generations have access to the tools and guidance necessary for successful careers in finance.




This information is meant to be a general summary of Cfa Society Oklahoma. 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
$104,480 (2023)
Expenses
$106,335 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $753
  • Gross Receipts: $104,480

Assets and Liabilities:

  • Total Assets: $280,933
  • Total Liabilities: $0
  • Net Assets: $280,933

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Organization Details

Principal Officer

Olena Lifset

Main Address

PO Box 2694, Oklahoma City, OK, 73101

NTEE Category

Code: O52 - Youth development

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