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Cfa Societies Of Texas

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

EIN: 454833185 ✦ Driftwood, TX ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Societies Of Texas?

Cfa Societies of Texas is a collaborative nonprofit organization that works in tandem with various CFA societies in Texas. Their primary mission is to uphold ethical and professional standards within the investment sector and foster growth through the CFA program. They achieve this by organizing educational events for members and the broader investment community, addressing contemporary topics of interest. In 2022, they are planning to host two such conferences. Furthermore, Cfa Societies of Texas strengthens its partnership with other CFA societies in Texas by engaging in joint activities, such as programming, career advancement, public awareness, and administrative support. This synergy empowers their collective membership, ultimately enriching the investment industry as a whole.


Official website here: www.cfasociety.org

Is Cfa Societies Of Texas legitimate?

Cfa Societies Of Texas is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Societies Of Texas 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.cfasociety.org

What is the mission statement of Cfa Societies Of Texas?

Cfa Societies of Texas works in collaboration with various CFA societies in the state to uphold ethical and professional standards within the investment industry. Their primary mission is to enhance professional development opportunities through the CFA program, which they achieve by offering relevant educational programs for both their members and the wider investment community. These educational events cover current topics of interest and include two conferences in 2022. Furthermore, Cfa Societies of Texas supports fellow CFA societies in Texas by engaging in synergistic activities in areas such as programming, career development, public awareness, and administration, collectively benefiting their combined membership.


Official website here: www.cfasociety.org

Who is the CEO of Cfa Societies Of Texas?

Kevin Lincoln is the Treasurer of Cfa Societies Of Texas.


Official website here: www.cfasociety.org

What is the revenue of Cfa Societies Of Texas?

Cfa Societies Of Texas's revenue in 2023 was $82,252.


Official website here: www.cfasociety.org

Who are the executives of Cfa Societies Of Texas and what are their salaries?


Here are 8 key members and their salaries:


Kevin Lincoln (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryann Marotta (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kim Abmeyer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Sheldon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Brell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd Truitt (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jun Gu (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Mcclenny (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org

Where can I find the form 990EZ for Cfa Societies Of Texas?

Cfa Societies Of Texas's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasociety.org

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

Mission Statement of Cfa Societies Of Texas

Cfa Societies of Texas, an organization dedicated to the investment industry, collaborates with various CFA societies in Texas to uphold ethical and professional standards. Their mission is multifaceted, encompassing the promotion of these standards and the enhancement of professional development opportunities through the CFA program. To achieve this, they organize educational programs tailored to their members and the broader investment community, focusing on relevant topics of interest. In 2022, they hosted two such conferences to engage their audience and share insights.

Beyond these educational initiatives, Cfa Societies of Texas also engages in synergistic activities with other CFA societies in Texas. These activities span across various areas, including programming, career development, public awareness, and administration. By working together, they aim to collectively strengthen their impact in the investment industry and provide more opportunities for their combined membership. In essence, Cfa Societies of Texas serves as a hub for professional growth and ethical standards within the investment sector in Texas.

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Impact




October, 2024

CFA Societies of Texas significantly enhances the investment industry's ethical standards and professional development. By collaborating with various CFA societies across the state, it creates a unified platform that promotes best practices and fosters a culture of integrity among investment professionals.

The organization actively engages with both members and the wider investment community by organizing educational programs that address current and relevant topics. In 2022 alone, it hosted two educational conferences, providing invaluable learning opportunities that empower professionals and keep them updated on industry trends.

Furthermore, the CFA Societies of Texas strengthens its impact through synergistic activities that support career development and public awareness. By offering programming and administrative support to CFA societies throughout Texas, it amplifies the reach and effectiveness of these organizations, ultimately benefiting their combined membership. This collaborative approach not only enhances individual professional growth but also elevates the overall quality and reputation of the investment profession in the region.




This information is meant to be a general summary of Cfa Societies Of Texas. 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
$82,252 (2023)
Expenses
$65,561 (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: $82,252
  • Gross Receipts: $82,252

Assets and Liabilities:

  • Total Assets: $110,612
  • Total Liabilities: $0
  • Net Assets: $110,612

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Organization Details

Principal Officer

Kevin Lincoln

Main Address

416 CANNA LILY CIRCLE, DRIFTWOOD, TX, 78619

NTEE Category

Code: S40 - Community improvement

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