Cfa Society Memphis

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

EIN: 621636928 ✦ Germantown, TN ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Memphis?

Cfa Society Memphis is a nonprofit organization that is committed to upholding ethical standards and fostering the professional growth of financial professionals. Their primary objective is to serve and guide this community, with a vision to positively impact the local community as well. The society focuses on promoting professional development, providing resources and opportunities for financial professionals to enhance their skills and knowledge. The mission of Cfa Society Memphis aligns with its name, emphasizing its role in setting ethical standards and leading the financial community while contributing to society's betterment.


Official website here: www.cfasociety.org

Is Cfa Society Memphis legitimate?

Cfa Society Memphis is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Memphis 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 Society Memphis?

The Cfa Society Memphis, dedicated to financial professionals, upholds ethical standards and fosters their development. Their mission is geared towards serving and leading, with the ultimate goal of contributing positively to the community. This organization emphasizes professional growth while maintaining a commitment to upholding moral principles.


Official website here: www.cfasociety.org

Who is the CEO of Cfa Society Memphis?

Abby Spann is the Executive Director of Cfa Society Memphis.


Official website here: www.cfasociety.org

What is the revenue of Cfa Society Memphis?

Cfa Society Memphis's revenue in 2023 was $50,214.


Official website here: www.cfasociety.org

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


Here are 11 key members and their salaries:


Eugene Gard Cfa (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Napoleon Overton Cfa (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Danielle Schonbaum Cfa (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sreeni Meka Cfa (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Taryn Burgess Cfa (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nicola Daroza Cfa (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lucas Parris Cfa (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Will Tobermann Cfa (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Lewis Cfa (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anurag Pandit Cfa (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Abby Spann (Executive Director)
  • Compensation: $18,000
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org

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

Cfa Society Memphis'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 Society Memphis

Cfa Society Memphis, an organization dedicated to the advancement of financial professionals, operates with a mission to uphold ethical standards and foster professional growth. Their primary objective is to serve and lead in the community, with a focus on benefiting the financial sector as a whole. By promoting ethical conduct and continuous learning, Cfa Society Memphis aims to elevate the profession and contribute positively to society.

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Impact




October, 2024

CFA Society Memphis significantly enhances the financial landscape in the region by promoting ethical standards and fostering professional development among financial professionals. By championing integrity and excellence, the society not only uplifts individual practitioners but also enriches the broader financial community. Their initiatives help cultivate a network of informed and responsible professionals who are equipped to make sound financial decisions, ultimately benefiting the local economy and community.

The society's commitment to serving and leading also extends to community engagement, where their efforts contribute to an improved understanding of financial concepts among the public. By hosting educational seminars, workshops, and networking events, CFA Society Memphis empowers both its members and the community at large, ensuring that financial literacy and ethical practices are at the forefront of the industry. This multifaceted impact fosters long-term growth and stability within the local financial sector, benefiting all stakeholders involved.




This information is meant to be a general summary of Cfa Society Memphis. 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
$50,214 (2023)
Expenses
$53,669 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $103
  • Program Service Revenue: $500
  • Gross Receipts: $50,214

Assets and Liabilities:

  • Total Assets: $181,925
  • Total Liabilities: $0
  • Net Assets: $181,925

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Organization Details

Principal Officer

Abby Spann

Main Address

PO BOX 382282, GERMANTOWN, TN, 38183

NTEE Category

Code: S40 - Community improvement

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