Cfa Society Atlanta Inc

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

EIN: 581105110 ✦ Atlanta, GA ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Atlanta Inc?

Cfa Society Atlanta Inc, established in 1960, is a nonprofit organization situated in Atlanta, Georgia. Its primary purpose is to cater to the educational needs and professional development of investment practitioners. The organization offers specialized learning opportunities, advanced studies, and keeps them updated on the latest trends in investments and financial management. Furthermore, Cfa Society Atlanta Inc is dedicated to upholding high standards of ethical conduct among its members, ensuring a credible and trustworthy industry. The organization's headquarters can be found at 4355 Cobb Parkway J-533, Atlanta, GA 30339.


Official website here: www.cfaatlanta.org

Is Cfa Society Atlanta Inc legitimate?

Cfa Society Atlanta Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Atlanta 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: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.cfaatlanta.org

What is the mission statement of Cfa Society Atlanta Inc?

Cfa Society Atlanta Inc, established in 1960, is primarily dedicated to serving the specialized knowledge and advanced study needs of investment and financial management practitioners. It provides them with opportunities for educational growth and stays updated on new developments in the field. Equally important to its mission is the promotion of high ethical standards among its members, ensuring professional conduct remains at the forefront of their practices.


Official website here: www.cfaatlanta.org

Who is the CEO of Cfa Society Atlanta Inc?

Charles Gordon Waterman is the Contract- E.D. of Cfa Society Atlanta Inc.


Official website here: www.cfaatlanta.org

What is the revenue of Cfa Society Atlanta Inc?

Cfa Society Atlanta Inc's revenue in 2022 was $382,796.


Official website here: www.cfaatlanta.org

Who are the executives of Cfa Society Atlanta Inc and what are their salaries?

There 16 volunteers at Cfa Society Atlanta Inc.


Here are 17 key members and their salaries:


Cathy Ford (Contract- E.D.)
  • Compensation: $90,523
  • Related: $0
  • Other: $0
Celia Anderson (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charles Gordon Waterman (Exec Vp/Gov.Ch.)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christian Wilson (Vp - Programs)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hunter Pierpont (Vp - Education)
  • Compensation: $0
  • Related: $0
  • Other: $0
George J Hauptfuhrer (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andretta Shalon Weaver-Barksda (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Tanner Jacobson Swanson (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Evan Ponder Byers (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Riley (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Thompson (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christine Wink Mackay (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marilyn M Kimball (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Armond Reese (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Natalia Mazitova Jones (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Belinda Brady (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vincent Baria (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfaatlanta.org

Where can I find the form 990 for Cfa Society Atlanta Inc?

Cfa Society Atlanta Inc's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.cfaatlanta.org

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

Mission Statement of Cfa Society Atlanta Inc

CFA Society Atlanta Inc, established in 1960, is dedicated to catering to the specialized knowledge and advanced study requirements of investment and financial management practitioners. One of its primary objectives is to provide these professionals with access to new developments in their field. However, beyond just academic growth, the organization also places great emphasis on fostering high ethical standards among its members. By doing so, CFA Society Atlanta Inc seeks to promote a culture of professional conduct within its community. The organization achieves this through a variety of means, including offering educational opportunities and advanced studies in investments and finance, as well as encouraging adherence to professional ethics within its membership.

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Impact




October, 2024

Cfa Society Atlanta Inc significantly impacts the investment and financial management community by providing essential educational and specialized learning opportunities for practitioners. Founded in 1960, it addresses the evolving needs of its members by offering advanced studies and up-to-date information on new developments in the field. This commitment to continuous education ensures that financial professionals remain knowledgeable and competitive in a constantly changing industry.

Moreover, the organization fosters a culture of professionalism by emphasizing high standards of conduct among its members. This commitment not only enhances the integrity of the profession but also promotes trust and confidence within the community and among clients. Through its initiatives, Cfa Society Atlanta Inc contributes to the overall advancement of investment practices and supports the development of a well-informed financial management community in Atlanta and beyond.




This information is meant to be a general summary of Cfa Society Atlanta 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
$382,796 (2022)
Expenses
$373,282 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $13,161
  • Program Service Revenue: $362,635
  • Gross Receipts: $382,796

Assets and Liabilities:

  • Total Assets: $845,251
  • Total Liabilities: $167,361
  • Net Assets: $677,890

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CFA INST REIMBURSEMENT

Revenue

$84,982

CFA REVIEW TUITION

Revenue

$1,251

MEETING/OTHER FEES

Revenue

$121,161

Membership Dues & Assessments

Revenue

$155,241

Organization Details

Founding Year

1960

Principal Officer

Charles Gordon Waterman

Main Address

4355 COBB PARKWAY J-533, ATLANTA, GA, 30339

NTEE Category

Code: S41 - Community improvement

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