Overview
What is Cfa Society Philadelphia Inc?
Cfa Society Philadelphia Inc is a renowned nonprofit organization situated in Philadelphia, Pennsylvania. With a modest workforce of two dedicated individuals, the organization's primary mission is to foster the professional growth of investment and finance professionals. They achieve this by organizing and sponsoring educational events, such as breakfasts, lunches, and an annual dinner meeting, where esteemed guest speakers share insights on current industry trends and perspectives. The organization's overarching goal is to uphold the highest standards of ethics, education, and professional excellence within its community.
Official website here: www.cfaphil.org
Is Cfa Society Philadelphia Inc legitimate?
Cfa Society Philadelphia Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Philadelphia Inc submitted a form 990, 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.
Heare are some key statistics you may want to consider:
Executive Compensation: $145,000
Professional Fundraising Fees: $0
Other Salaries and Wages: $83,978
For more financial information, click here
Official website here: www.cfaphil.org
What is the mission statement of Cfa Society Philadelphia Inc?
The Cfa Society Philadelphia Inc is committed to fostering the career advancement of professionals in the investment and finance sectors. Their mission is to establish a distinguished community of professionals who uphold the highest ethical standards, prioritize education, and strive for professional excellence. To achieve this, they organize and sponsor events such as breakfasts, lunches, and annual dinner meetings, inviting guest speakers to share insights on topical industry issues.
Official website here: www.cfaphil.org
What is the revenue of Cfa Society Philadelphia Inc?
Cfa Society Philadelphia Inc's revenue in 2023 was $593,332.
Official website here: www.cfaphil.org
Who are the executives of Cfa Society Philadelphia Inc and what are their salaries?
The average compensation at Cfa Society Philadelphia Inc during 2023 was $114,489. There are 2 employees and 14 volunteers at Cfa Society Philadelphia Inc.
Here are 15 key members and their salaries:
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- Compensation: $138,000
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- Other: $7,000
Official website here: www.cfaphil.org
Where can I find the form 990 for Cfa Society Philadelphia Inc?
Cfa Society Philadelphia Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.cfaphil.org
Learn more at the official website: www.cfaphil.org
Mission Statement of Cfa Society Philadelphia Inc
Cfa Society Philadelphia Inc, a prominent organization, is dedicated to the career advancement of professionals in the investment and finance sector. Its mission is twofold: firstly, to establish a distinguished community of professionals who uphold the highest ethical standards, continually seek education, and strive for professional excellence. Secondly, the society aims to organize and sponsor events such as breakfasts, lunches, and annual dinners, each featuring a guest speaker who shares insights on pressing industry issues. By hosting these events, Cfa Society Philadelphia Inc fosters an environment where professionals can network, learn, and grow, ultimately contributing to the betterment of their respective fields.
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Impact
October, 2024
CFA Society Philadelphia Inc significantly enhances the career advancement of finance and investment professionals in the Philadelphia area. By organizing and sponsoring breakfasts, lunches, and annual dinner meetings featuring industry experts as guest speakers, the organization provides valuable insights into current industry issues. This programming fosters a robust community of professionals dedicated to maintaining high standards of ethics, education, and professional excellence. Through its efforts, the society not only amplifies individual careers but also contributes to the overall improvement of the financial community in the region.
This information is meant to be a general summary of Cfa Society Philadelphia Inc. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $38
- Program Service Revenue: $224,501
- Gross Receipts: $593,332
Assets and Liabilities:
- Total Assets: $896,798
- Total Liabilities: $141,993
- Net Assets: $754,805
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CFA INSTITUTE
Revenue
$157,715
CFA REVIEW COURSE
Revenue
$53,220
PROGRAM AND EVENT REVE
Revenue
$13,566
Organization Details
Founding Year
1943
Principal Officer
Peter M Conners
Website
www.cfaphil.orgNTEE Category
Code: S40 - Community improvement
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