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Cfa Virginia

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

EIN: 541429832 ✦ Richmond, VA ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Virginia?

Cfa Virginia is a local chapter of the global Cfa Institute, established to foster ethics, education, and professional growth within Virginia's investment industry. By joining forces with the global organization, members of Cfa Virginia have access to a vast network of international investment professionals. The association organizes sixteen annual lunch meetings, offering a platform for industry professionals to share insights on current industry trends. These gatherings serve as a valuable resource for exchanging knowledge and ideas among members of the Virginia investment community, thereby fostering a collaborative and informed environment. Situated in Richmond, VA, Cfa Virginia plays a pivotal role in supporting and advancing the investment industry within the state.


Official website here: www.cfasociety.org/virginia

Is Cfa Virginia legitimate?

Cfa Virginia is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Virginia 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/virginia

What is the mission statement of Cfa Virginia?

Cfa Virginia, as an association of investment professionals in Virginia, is committed to promoting ethics, education, and professional excellence within the investment industry. It serves as a local chapter of the global organization, Cfa Institute, providing opportunities for its members to connect with a broader network of investment professionals worldwide. The association hosts sixteen annual lunch meetings, which serve as a platform for members to share insights on industry-relevant topics. By facilitating these gatherings, Cfa Virginia encourages knowledge exchange among its members, thereby fostering a community of investment professionals in Virginia.


Official website here: www.cfasociety.org/virginia

Who is the CEO of Cfa Virginia?

Unavailable


Official website here: www.cfasociety.org/virginia

What is the revenue of Cfa Virginia?

Cfa Virginia's revenue in 2023 was $106,972.


Official website here: www.cfasociety.org/virginia

Who are the executives of Cfa Virginia and what are their salaries?


Here are 11 key members and their salaries:


Thomas Neuhaus (President And Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ashby Price (Vice President And Directo)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Ellison (Treasurer And Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Edward Booth (Secretary And Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cory Bunting (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Cullen (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Pugh (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brent Morse (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chip Hughey (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jean Mcgowan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Omohundro (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/virginia

Where can I find the form 990EZ for Cfa Virginia?

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


Official website here: www.cfasociety.org/virginia

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

Mission Statement of Cfa Virginia

Cfa Virginia, as an affiliation of Virginia-based investment professionals, is committed to advocating for ethics, education, and professional development within the investment sector. This mission aligns with the broader objectives of its global partner, Cfa Institute. By fostering connections among local members, Cfa Virginia enables its members to engage with a worldwide network of investment experts. The organization achieves this goal through hosting sixteen annual lunch meetings, which serve as platforms for members to share insights on industry trends and emerging topics. These gatherings facilitate the exchange of information among Virginia's investment community, thereby fostering a sense of camaraderie and shared knowledge. In summary, Cfa Virginia's mission is to promote ethical practices, provide educational opportunities, and encourage professional growth within Virginia's investment industry, all while leveraging the global resources of its parent organization, Cfa Institute.

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Impact




October, 2024

Cfa Virginia significantly impacts the investment community in Virginia by fostering a culture of ethics, education, and professional excellence among investment professionals. Through its affiliation with the global Cfa Institute, it provides members with access to an extensive network of professionals, enriching individual careers and enhancing the overall quality of investment practices in the region.

The society organizes sixteen annual lunch meetings, creating a platform for members to engage in dialogue about critical industry topics. This exchange of ideas not only keeps members informed about the latest trends and challenges but also strengthens professional relationships within the Virginia investment community. By facilitating these interactions, Cfa Virginia promotes collaboration and knowledge sharing, which are vital for professional growth and ethical standards in the investment field.

Located in Richmond, Cfa Virginia serves as a hub for investment professionals, contributing to community improvement by elevating the industry’s standards and encouraging a strong ethical framework among its members. Overall, its efforts help to build a more informed, connected, and principled investment community in Virginia.




This information is meant to be a general summary of Cfa Virginia. 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
$106,972 (2023)
Expenses
$100,660 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $4,262
  • Program Service Revenue: $27,604
  • Gross Receipts: $106,972

Assets and Liabilities:

  • Total Assets: $383,717
  • Total Liabilities: $0
  • Net Assets: $383,717

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Organization Details

Main Address

PO BOX 31441, RICHMOND, VA, 23294

NTEE Category

Code: S41 - Community improvement

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