Cfa Society San Diego Inc

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

EIN: 237069278 ✦ San diego, CA ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society San Diego Inc?

Cfa Society San Diego Inc is a nonprofit organization situated in San Diego, California. Their primary mission is to promote ethical and professional standards within their field, while also fostering personal development and facilitating the open exchange of information and perspectives. A key event they organize is an annual forecast dinner, which brings together around 250 individuals to discuss global economic markets and conditions. This gathering serves as an opportunity for professionals to share insights and opinions, furthering the society's goal of knowledge-sharing and collaboration.


Official website here: www.sandiego.cfasociety.org

Is Cfa Society San Diego Inc legitimate?

Cfa Society San Diego Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society San Diego 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: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.sandiego.cfasociety.org

What is the mission statement of Cfa Society San Diego Inc?

The mission of Cfa Society San Diego Inc, as stated, is to foster ethical and professional standards within their community. They actively promote continuous learning and development among their members. Additionally, they facilitate the free flow of information and diverse perspectives, encouraging open dialogue and discourse. This organization hosts events, such as the annual forecast dinner, to review global economic markets and conditions, bringing together around 250 attendees.


Official website here: www.sandiego.cfasociety.org

Who is the CEO of Cfa Society San Diego Inc?

Brandon Zelones is the President of Cfa Society San Diego Inc.


Official website here: www.sandiego.cfasociety.org

What is the revenue of Cfa Society San Diego Inc?

Cfa Society San Diego Inc's revenue in 2023 was $238,516.


Official website here: www.sandiego.cfasociety.org

Who are the executives of Cfa Society San Diego Inc and what are their salaries?

There 10 volunteers at Cfa Society San Diego Inc.


Here are 10 key members and their salaries:


Melissa Mcgrane (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Manny Labrinos (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ed Ciuffo (2Nd Vp)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandon Zelones (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Gleeson (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Victoria Prescott (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Probst (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cyrille Mahfoud (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Takaya Weckle (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vanessa Wieliczko (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.sandiego.cfasociety.org

Where can I find the form 990 for Cfa Society San Diego Inc?

Cfa Society San Diego Inc's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.sandiego.cfasociety.org

Learn more at the official website: www.sandiego.cfasociety.org

Mission Statement of Cfa Society San Diego Inc

Cfa Society San Diego Inc, as a nonprofit organization, is committed to upholding ethical and professional standards within its sphere. Its primary objective is to foster an environment that encourages continuous learning and development among its members. Furthermore, the society facilitates open dialogue and the exchange of diverse perspectives, thereby promoting a well-informed community.

In essence, Cfa Society San Diego Inc serves as a platform for professionals in the field to engage in intellectual discourse and expand their knowledge base. The organization achieves this through various means, including hosting events like the annual forecast dinner. This gathering brings together approximately 250 attendees to discuss and analyze global economic markets and conditions, thereby offering a valuable opportunity for professional growth and networking. By promoting these ideals, Cfa Society San Diego Inc plays a significant role in shaping the professional landscape and ensuring that its members maintain the highest standards of integrity and competence.

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Impact




October, 2024

Cfa Society San Diego Inc significantly impacts its community by promoting ethical and professional standards within the finance industry. Through its various initiatives, it encourages ongoing professional development, ensuring that finance professionals are equipped with up-to-date knowledge and skills essential for navigating a complex economic landscape.

One of its key events, the annual forecast dinner, serves as a platform for around 250 attendees to gather and review global economic markets and conditions. This facilitates not only informed discussions but also the open exchange of information and opinions, fostering a collaborative environment among finance professionals in the San Diego area.

By prioritizing ethical practices and encouraging professional growth, the society enhances the quality of financial services provided in the region, ultimately contributing to community improvement and economic resilience.




This information is meant to be a general summary of Cfa Society San Diego 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
$238,516 (2023)
Expenses
$223,970 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $2,330
  • Program Service Revenue: $232,186
  • Gross Receipts: $238,516

Assets and Liabilities:

  • Total Assets: $323,522
  • Total Liabilities: $0
  • Net Assets: $323,522

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP REVENUE

Revenue

$87,965

OPERATIONAL FUNDING

Revenue

$45,915

PROGRAMMING & EVENTS

Revenue

$85,172

SPONOSRSHIPS

Revenue

$13,134

Organization Details

Founding Year

1970

Principal Officer

Brandon Zelones

Main Address

PO BOX 928456, SAN DIEGO, CA, 92192

NTEE Category

Code: S40 - Community improvement

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