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Cfa Society Of Nashville

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

EIN: 621181717 ✦ Nashville, TN ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Nashville?

Cfa Society of Nashville is a nonprofit organization committed to upholding ethical standards in the financial sector. They foster this mission through various activities, including hosting an annual Research Challenge. In this competition, student teams from local colleges propose investment strategies, with the winning team advancing to a nationwide contest sponsored by the CFA Institute. The organization's flagship event is the Annual Forecasting Dinner, which showcases two esteemed speakers sharing their insights on the anticipated trends in financial markets for the upcoming year.


Official website here: www.cfanashville.org

Is Cfa Society Of Nashville legitimate?

Cfa Society Of Nashville is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Nashville 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.cfanashville.org

What is the mission statement of Cfa Society Of Nashville?

The Cfa Society of Nashville's mission is centered around promoting professional standards in financial markets. They achieve this through various activities, including hosting an annual Research Challenge. During this event, student teams from local colleges present their investment recommendations to judges. The society also organizes a significant event titled the Annual Forecasting Dinner, which features two distinguished speakers sharing their insights on the upcoming financial market trends for the year.


Official website here: www.cfanashville.org

Who is the CEO of Cfa Society Of Nashville?

David Windley is the President of Cfa Society Of Nashville.


Official website here: www.cfanashville.org

What is the revenue of Cfa Society Of Nashville?

Cfa Society Of Nashville's revenue in 2022 was $131,275.


Official website here: www.cfanashville.org

Who are the executives of Cfa Society Of Nashville and what are their salaries?


Here are 12 key members and their salaries:


David Windley (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anne Taylor Holley (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Arthur Henderson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Crawford (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Johnny Garrison (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Griffin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michell Bosch (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Taylor Hollis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Beth Johnson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Austin Branstetter (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andy Michael (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Neha Sakaria (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfanashville.org

Where can I find the form 990EZ for Cfa Society Of Nashville?

Cfa Society Of Nashville's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.cfanashville.org

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

Mission Statement of Cfa Society Of Nashville

The CFA Society of Nashville is committed to upholding professional standards in the financial markets. As part of its mission, the organization hosts an annual Research Challenge, where teams of students from local colleges present their investment recommendations to a panel of judges. The winning team advances to a national competition sponsored by the CFA Institute. Beyond this, the CFA Society of Nashville hosts its main event, the Annual Forecasting Dinner. At this event, two esteemed speakers share their insights and predictions regarding the financial market trends for the upcoming year. By fostering professional development and providing a platform for students, the CFA Society of Nashville contributes to the overall integrity and success of the financial sector.

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Impact




October, 2024

The CFA Society of Nashville significantly impacts the local financial community by promoting professional standards in financial markets. Through its mission, the organization enhances education and practical experience for students interested in finance. The annual Research Challenge engages students from regional colleges, allowing them to present investment recommendations to a panel of judges, thereby fostering critical thinking and analytical skills. The competition not only challenges participants but also provides them with the opportunity to advance to a national level, sponsored by the CFA Institute, which broadens their horizons and exposure.

Additionally, the Annual Forecasting Dinner serves as a vital platform where industry experts share insights on future market trends. This event not only enriches the knowledge base of attendees but also builds a stronger community among finance professionals in Nashville. Overall, the CFA Society of Nashville plays a crucial role in developing the next generation of finance professionals while reinforcing high standards in the industry.




This information is meant to be a general summary of Cfa Society Of Nashville. 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
$131,275 (2022)
Expenses
$107,575 (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
  • Program Service Revenue: $62,054
  • Gross Receipts: $131,275

Assets and Liabilities:

  • Total Assets: $207,765
  • Total Liabilities: $0
  • Net Assets: $207,765

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Organization Details

Principal Officer

David Windley

Main Address

1718 Church St 330352, Nashville, TN, 37203

NTEE Category

Code: S41 - Community improvement

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