Overview
What is North Carolina Society Of Financial Analysts Inc?
The North Carolina Society of Financial Analysts Inc, also known as CFA North Carolina Society, is a nonprofit organization located in Raleigh, North Carolina. Their primary focus is to promote ethical and professional standards within the investment industry and facilitate the exchange of information and opinions among individuals in the local investment community. They achieve this through various programs such as the Annual Outlook Dinner, monthly educational breakfasts/lunches, and annual membership meetings, totalling 35 events annually. The organization encourages professional development through the CFA Program and continuing education, and aims to increase public awareness and understanding of the Chartered Financial Analyst designation and the investment industry. They have a team of 2 dedicated professionals working towards these objectives.
Official website here: www.cfanorthcarolina.org
Is North Carolina Society Of Financial Analysts Inc legitimate?
North Carolina Society Of Financial Analysts Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. North Carolina Society Of Financial Analysts Inc 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: $97,125
Professional Fundraising Fees: $0
Other Salaries and Wages: $55,875
For more financial information, click here
Official website here: www.cfanorthcarolina.org
What is the mission statement of North Carolina Society Of Financial Analysts Inc?
The North Carolina Society of Financial Analysts Inc, as part of its mission, advocates for ethical and professional standards within the investment industry. It encourages professional development among its members through the CFA program and ongoing education. The society also facilitates the open exchange of information and opinions among individuals within the local investment community and beyond. Additionally, it aims to increase public awareness and understanding of the Chartered Financial Analyst designation and the investment industry as a whole. The society's mission is to promote adherence to the highest level of professional standards and conduct within the investment industry, thereby fostering a trustworthy and informed investment community.
Official website here: www.cfanorthcarolina.org
Who is the CEO of North Carolina Society Of Financial Analysts Inc?
Sheri Gillette is the Director of North Carolina Society Of Financial Analysts Inc.
Official website here: www.cfanorthcarolina.org
What is the revenue of North Carolina Society Of Financial Analysts Inc?
North Carolina Society Of Financial Analysts Inc's revenue in 2022 was $379,282.
Official website here: www.cfanorthcarolina.org
Who are the executives of North Carolina Society Of Financial Analysts Inc and what are their salaries?
The average compensation at North Carolina Society Of Financial Analysts Inc during 2022 was $76,500. There are 2 employees and 45 volunteers at North Carolina Society Of Financial Analysts Inc.
Here are 13 key members and their salaries:
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- Compensation: $95,250
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Official website here: www.cfanorthcarolina.org
Where can I find the form 990 for North Carolina Society Of Financial Analysts Inc?
North Carolina Society Of Financial Analysts Inc's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.cfanorthcarolina.org
Learn more at the official website: www.cfanorthcarolina.org
Mission Statement of North Carolina Society Of Financial Analysts Inc
The North Carolina Society of Financial Analysts Inc plays a crucial role in upholding ethical and professional standards within the investment industry. Their mission is multifaceted, primarily focusing on promoting adherence to the highest level of professional conduct. They achieve this by encouraging the development of their members through the CFA program and continuous education. The society also facilitates the open exchange of information and opinions among professionals within the local investment community and beyond. Furthermore, they strive to increase public awareness and understanding of the Chartered Financial Analyst designation and the investment industry as a whole. By fostering a culture of professional development and information sharing, the North Carolina Society of Financial Analysts Inc aims to elevate the standards and practices within the investment industry.
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Impact
October, 2024
The North Carolina Society of Financial Analysts Inc. significantly enhances the investment industry within the state by promoting ethical and professional standards. It empowers financial professionals through ongoing development opportunities, encouraging them to pursue the Chartered Financial Analyst (CFA) designation, which is recognized globally for its high standards.
Through a robust schedule of educational programs, including investment seminars, networking events, and monthly meetings, the CFA North Carolina Society fosters a vibrant community of finance professionals. This engagement not only enhances individual knowledge and skills but also encourages collaboration and the exchange of valuable insights among members. Events like the annual outlook dinner and various educational breakfasts and lunches provide structured opportunities for members to grow their expertise and connect with peers.
Moreover, the society plays a crucial role in increasing public awareness and understanding of the investment industry and the CFA designation. By facilitating open discussions and offering educational resources, it contributes to a more informed investment community, promoting better decision-making and practices within the finance sector. Collectively, these efforts contribute to the overall improvement of community standards and practices in the field of finance in North Carolina.
This information is meant to be a general summary of North Carolina Society Of Financial Analysts 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $10,739
- Program Service Revenue: $68,383
- Gross Receipts: $379,282
Assets and Liabilities:
- Total Assets: $721,541
- Total Liabilities: $12,854
- Net Assets: $708,687
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
PROGRAM EVENTS
Revenue
$42,383
SPONSORSHIP
Revenue
$26,000
Organization Details
Founding Year
1971
Phone
(919) 676-3577Principal Officer
Sheri Gillette
Main Address
3004 OXBOW COURT, RALEIGH, NC, 27613
Website
www.cfanorthcarolina.orgNTEE Category
Code: S41 - Community improvement
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