Cfa Society Philadelphia Inc

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

EIN: 236395738 ✦ Philadelphia, PA ✦ Designated as a 501(c)(6)

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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: $177,690
Professional Fundraising Fees: $0
Other Salaries and Wages: $16,028

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

Who is the CEO of Cfa Society Philadelphia Inc?

Peter M Conners is the Treasurer of Cfa Society Philadelphia Inc.


Official website here: www.cfaphil.org

What is the revenue of Cfa Society Philadelphia Inc?

Cfa Society Philadelphia Inc's revenue in 2022 was $591,832.


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 2022 was $96,859. There are 2 employees and 14 volunteers at Cfa Society Philadelphia Inc.


Here are 15 key members and their salaries:


Barnes (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amy Bartosh (Programs Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew D'Amico (Outreach Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sean Heberling (Education Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rich Jakotowicz (Membership Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kenn Lamson (Membership Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Lauzon (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Neely (Research Challenge Committee Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Norton (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Novak (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Shepherd (Programs Committee Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Floyd Simpson (Programs Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Stevko (Education Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leslie Theodosopoulos (Technology Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Conners (Executive Director)
  • Compensation: $138,000
  • Related: $0
  • 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 2022 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.

Revenue
$591,832 (2022)
Expenses
$543,313 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $2,298
  • Program Service Revenue: $217,794
  • Gross Receipts: $595,832

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

$168,240

CFA REVIEW COURSE

Revenue

$45,230

PROGRAM AND EVENT REVE

Revenue

$4,324

Organization Details

Founding Year

1943

Principal Officer

Peter M Conners

Main Address

1900 MARKET STREET 8TH FLOOR, PHILADELPHIA, PA, 19103

NTEE Category

Code: S40 - Community improvement

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