Overview
What is Cfa Society Cleveland?
Cfa Society Cleveland is a nonprofit organization that focuses on enhancing the investment management profession. It provides its members with a range of programs and services, all aimed at fostering excellence, education, and integrity. By doing so, the society contributes to the betterment of the investment sector, ensuring its members uphold high standards of professionalism. Based in Cleveland, the organization offers its resources to its membership, promoting a culture of continuous learning and ethical conduct in investment practices.
Official website here: www.cfacleveland.org
Is Cfa Society Cleveland legitimate?
Cfa Society Cleveland is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Cleveland 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.
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Official website here: www.cfacleveland.org
What is the mission statement of Cfa Society Cleveland?
The mission of Cfa Society Cleveland, in essence, is to support investment professionals by providing relevant programs and services. This organization strives to uphold excellence, foster education, and maintain integrity within the investment management sector. By doing so, they aim to contribute positively to this profession, ultimately benefiting its members and the broader investment community.
Official website here: www.cfacleveland.org
What is the revenue of Cfa Society Cleveland?
Cfa Society Cleveland's revenue in 2023 was $174,219.
Official website here: www.cfacleveland.org
Who are the executives of Cfa Society Cleveland and what are their salaries?
Here are 11 key members and their salaries:
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Official website here: www.cfacleveland.org
Where can I find the form 990EZ for Cfa Society Cleveland?
Cfa Society Cleveland's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.cfacleveland.org
Learn more at the official website: www.cfacleveland.org
Mission Statement of Cfa Society Cleveland
The CFA Society Cleveland, as a nonprofit organization, is dedicated to serving its members in the investment management sector. Its mission lies in promoting excellence, education, and integrity within this field. The society achieves this by offering a variety of investment-related programs and services to its members. By doing so, the CFA Society Cleveland strives to uphold high standards and contribute to the professional growth of its members, thereby enhancing the investment management profession overall.
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Impact
October, 2024
Cfa Society Cleveland significantly impacts the investment management community by providing a platform for professional growth and development. Through a variety of investment-related programs and services, the Society fosters excellence and integrity among its members. By promoting education and facilitating networking opportunities, it enhances the skills and knowledge of investment professionals in the region. This commitment to high standards not only benefits individual members but also contributes to the overall quality of the investment management profession in Shaker Heights and beyond. The Society's initiatives help to create a more informed and ethical investment landscape, supporting both professionals and the broader community.
This information is meant to be a general summary of Cfa Society Cleveland. 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: $8,414
- Program Service Revenue: $100,329
- Gross Receipts: $174,219
Assets and Liabilities:
- Total Assets: $357,884
- Total Liabilities: $0
- Net Assets: $357,884
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Organization Details
Principal Officer
Jon Dominy Cfa
Website
www.cfacleveland.orgIf you are a representative of Cfa Society Cleveland and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.