Overview
What is Cfa Society Orange County?
Cfa Society Orange County is a nonprofit organization located in Newport Beach, California. Their primary mission is to serve as a platform, fostering strong and valuable networks among financial analysts and investment professionals in the Orange County area. Their activities aim to enhance industry knowledge and uphold the highest standards of ethical and professional conduct within this community. They achieve this through organizing events, featuring educational speakers, thereby providing opportunities for professionals to expand their networks and stay updated in their field.
Is Cfa Society Orange County legitimate?
Cfa Society Orange County is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Orange County 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:
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What is the mission statement of Cfa Society Orange County?
Cfa Society Orange County's mission revolves around serving as a platform for financial analysts and investment professionals. Their primary objective is to foster robust and beneficial networks among these professionals, while simultaneously encouraging the enhancement of industry knowledge. Moreover, they are committed to upholding the highest ethical and professional standards within the investment community. The society accomplishes this by organizing events, where industry experts share insights and educate professionals, thereby contributing to the overall growth and development of the field.
What is the revenue of Cfa Society Orange County?
Cfa Society Orange County's revenue in 2024 was $236,815.
Who are the executives of Cfa Society Orange County and what are their salaries?
Here are 9 key members and their salaries:
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Where can I find the form 990 for Cfa Society Orange County?
Cfa Society Orange County's most recent form 990 was submitted in 2024 and can be accessed here.
Mission Statement of Cfa Society Orange County
Cfa Society Orange County, as a nonprofit organization, is committed to serving as a platform for financial analysts and investment professionals in the region. Its primary mission is to foster an environment that encourages the development of robust networks and the enhancement of industry knowledge among its members. By promoting the highest standards of ethical and professional conduct, Cfa Society Orange County strives to uphold the integrity of the investment community within Orange County. The organization achieves this by organizing events that bring together professionals, providing them with opportunities to learn from expert speakers and engage in insightful discussions. This approach enables financial analysts and investment professionals to strengthen their professional connections and maintain a high level of industry awareness.
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Impact
October, 2024
CFA Society Orange County plays a pivotal role in enhancing the landscape of financial analysis and investment practices in the region. By providing a dedicated forum for financial analysts and investment professionals, the society fosters a collaborative environment that encourages networking and knowledge sharing. Through various events featuring industry experts, members gain valuable insights and stay informed about the latest trends and best practices.
The society's commitment to promoting the highest standards of ethical and professional conduct not only strengthens individual careers but also elevates the integrity of the investment community as a whole. As a result, financial professionals in Orange County are better equipped to navigate the complexities of the industry, ultimately contributing to the region's economic health and community improvement. The connections and knowledge gained through CFA Society Orange County empower its members to make informed decisions that positively impact their clients and the broader financial landscape.
This information is meant to be a general summary of Cfa Society Orange County. 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 2024.
- Investment Income: $7,190
- Program Service Revenue: $20,917
- Gross Receipts: $236,815
Assets and Liabilities:
- Total Assets: $407,171
- Total Liabilities: $0
- Net Assets: $407,171
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
Program Income
Revenue
$20,917
Organization Details
Founding Year
1983
Principal Officer
Derek Pantele
NTEE Category
Code: S41 - Community improvement
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