Cfa Society Of Dallasfort Worth

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

EIN: 237078748 ✦ Irving, TX ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Dallasfort Worth?

The Cfa Society of Dallas Fort Worth is a nonprofit organization dedicated to promoting ethical practices within the financial industry. Their primary mission is to uphold and advance ethical standards in the field. While specifics about their activities and reach were not provided, the information suggests that they strive to make an impact in this area. Their description mentions a limit for profile views, indicating that they may offer some sort of online platform for members or the public. However, further details are not available in the given information.


Official website here: www.cfadfw.org

Is Cfa Society Of Dallasfort Worth legitimate?

Cfa Society Of Dallasfort Worth is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Dallasfort Worth 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: $15,604

For more financial information, click here


Official website here: www.cfadfw.org

What is the mission statement of Cfa Society Of Dallasfort Worth?

The Cfa Society of Dallasfort Worth's mission is centered around promoting ethical practices within its sphere. This organization strives to uphold high ethical standards in the financial industry, ensuring professional conduct and integrity. By doing so, it aims to protect the interests of investors and the public at large. The society also provides resources and opportunities for its members to enhance their knowledge and skills, fostering a community of responsible and competent financial professionals.


Official website here: www.cfadfw.org

Who is the CEO of Cfa Society Of Dallasfort Worth?

Lauren Minch is the Ceo of Cfa Society Of Dallasfort Worth. The CEO's salary of Cfa Society Of Dallasfort Worth is $0 and their total compensation is $0.


Official website here: www.cfadfw.org

What is the revenue of Cfa Society Of Dallasfort Worth?

Cfa Society Of Dallasfort Worth's revenue in 2023 was $372,752.


Official website here: www.cfadfw.org

Who are the executives of Cfa Society Of Dallasfort Worth and what are their salaries?

There 30 volunteers at Cfa Society Of Dallasfort Worth.


Here are 19 key members and their salaries (Cfa Society Of Dallasfort Worth's CEO's salary is $0 and their total compensation is $0):


Kelly Hohertz (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
David V Lewis (Advocacy Chmn)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lauren Minch (Ceo)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Hooser (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Young (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rashi Poddar (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shashin Shah (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lyndon Westerberg (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandon Troegle (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Martinez (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Stack (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Bailey (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Olschwanger (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gregg Ballew (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd Truitt (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kim Abmeyer (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christopher Terry (Interim Pres)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Mcdaniel (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Luis Lemus (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfadfw.org

Where can I find the form 990 for Cfa Society Of Dallasfort Worth?

Cfa Society Of Dallasfort Worth's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.cfadfw.org

Learn more at the official website: www.cfadfw.org

Mission Statement of Cfa Society Of Dallasfort Worth

The CFA Society of Dallas Fort Worth is committed to promoting ethical practices within the financial industry. Their mission is to uphold and advocate for high ethical standards among its members and the broader investment profession. By doing so, they aim to foster a culture of trust and integrity in the financial sector, ensuring that investors can make informed decisions with confidence. The organization provides resources, education, and networking opportunities to its members, encouraging them to adhere to ethical principles and best practices. Additionally, the CFA Society of Dallas Fort Worth serves as a voice for its members in the policy-making process, advocating for policies that support ethical investment practices and protect investors' interests.

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Impact




October, 2024

CFA Society of Dallas-Fort Worth plays a pivotal role in promoting ethical practices within the finance industry, thereby enhancing the integrity and professionalism of finance professionals in the region. By fostering a commitment to ethics, the society helps build trust in financial markets and strengthens the community's economic fabric. Its initiatives not only provide essential resources and education for local finance professionals but also encourage community improvement through ethical investment practices. The society serves as a cornerstone for networking and professional development, contributing positively to both individual careers and the broader economic landscape in Irving, TX, and beyond.




This information is meant to be a general summary of Cfa Society Of Dallasfort Worth. 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
$372,752 (2023)
Expenses
$409,821 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $6,574
  • Program Service Revenue: $374,899
  • Gross Receipts: $391,038

Assets and Liabilities:

  • Total Assets: $699,583
  • Total Liabilities: $0
  • Net Assets: $699,583

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Programs

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

CFA FORECAST DINNER

Revenue

$49,970

CFA REVIEW COURSE

Revenue

$3,311

CFAI REIMBURSEMENT

Revenue

$92,781

Membership Dues & Assessments

Revenue

$175,343

SPONSORSHIPS

Revenue

$53,494

Organization Details

Founding Year

1951

Principal Officer

Lauren Minch

Main Address

909 LAKE CAROLYN PKWY STE 320, IRVING, TX, 75039

NTEE Category

Code: S41 - Community improvement

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