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Cfa Society Of South Florida Inc

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

EIN: 300325375 ✦ Palm beach gardens, FL ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of South Florida Inc?

The Cfa Society of South Florida Inc is a nonprofit organization, specifically committed to promoting the recognition of Chartered Financial Analysts (CFAs) among the public and investor community. Their primary mission is to cultivate and enhance the knowledge of professional financial analysis. By doing so, they contribute to a broader understanding of financial matters, thereby benefiting both the public and investors at large.


Official website here: www.cfasouthflorida.org

Is Cfa Society Of South Florida Inc legitimate?

Cfa Society Of South Florida Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of South Florida Inc 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.


Official website here: www.cfasouthflorida.org

What is the mission statement of Cfa Society Of South Florida Inc?

The Cfa Society of South Florida Inc's mission is centered around raising awareness of Chartered Financial Analysts (CFAs) within the public and investor community. Their primary goal is to promote and foster a deeper understanding of professional analysis knowledge. By doing so, they aim to enhance the overall perception of CFAs and their role in the financial sector.


Official website here: www.cfasouthflorida.org

Who is the CEO of Cfa Society Of South Florida Inc?

Ursula Auger is the Executive Director of Cfa Society Of South Florida Inc.


Official website here: www.cfasouthflorida.org

What is the revenue of Cfa Society Of South Florida Inc?

Cfa Society Of South Florida Inc's revenue in 2023 was $103,273.


Official website here: www.cfasouthflorida.org

Who are the executives of Cfa Society Of South Florida Inc and what are their salaries?


Here are 12 key members and their salaries:


Christina Worley (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christopher Fetes (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew S Movic (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erik Benson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kamran Fotouhi (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ursula Auger (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Masterson-Kellenberger (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amanda Vargo (Society Relations Manager)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anthony Milanese (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maggie Vo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leonardo Gonzalez (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Freddie Smithson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasouthflorida.org

Where can I find the form 990EZ for Cfa Society Of South Florida Inc?

Cfa Society Of South Florida Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasouthflorida.org

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

Mission Statement of Cfa Society Of South Florida Inc

The Cfa Society of South Florida Inc plays a significant role in raising awareness of Chartered Financial Analysts (CFAs) within the public and investor community. Their mission is centered around fostering a deeper understanding and appreciation of professional analysis knowledge, which is essential for making informed investment decisions. By doing so, they aim to promote the importance of financial analysis and its role in shaping the financial landscape.

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Impact




October, 2024

CFA Society of South Florida Inc plays a significant role in enhancing public awareness of chartered financial analysts (CFAs) and improving the overall knowledge of professional analysis within the community. By educating the public and investor community about the importance of CFAs, the organization helps to foster a better understanding of financial markets, investment strategies, and ethical practices in finance.

The society encourages professional development and networking among financial analysts, which can lead to higher standards in the industry. Additionally, by promoting the value of CFAs, the organization contributes to building trust in financial advisory services, ultimately empowering investors to make more informed decisions.

Through educational initiatives, events, and community engagement, CFA Society of South Florida Inc impacts both individuals and the broader financial landscape, promoting community improvement and fostering a culture of informed investing.




This information is meant to be a general summary of Cfa Society Of South Florida 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
$103,273 (2023)
Expenses
$127,702 (2023)
Efficiency

Other financial information:

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

  • Program Service Revenue: $42,372
  • Gross Receipts: $103,273

Assets and Liabilities:

  • Total Assets: $235,665
  • Total Liabilities: $5,059
  • Net Assets: $230,606

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Organization Details

Principal Officer

Ursula Auger

Main Address

6752 146TH ROAD NORTH, PALM BEACH GARDENS, FL, 33418

NTEE Category

Code: S43 - Community improvement

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