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Cfa Society Of Alabama Inc

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

EIN: 631064381 ✦ Birmingham, AL ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Alabama Inc?

Cfa Society of Alabama Inc is a nonprofit organization primarily dedicated to supporting and advancing the professional growth of financial analysts, instructors, and supervisors within Alabama. Their mission involves promoting adherence to the ethical and conduct standards set by the Association for Investment Management and Research and offering educational and networking opportunities for local investment professionals. They achieve this by organizing events aimed at fostering professional development within the financial analysis field.


Official website here: www.cfasocietyalabama.com

Is Cfa Society Of Alabama Inc legitimate?

Cfa Society Of Alabama Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Alabama Inc 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.cfasocietyalabama.com

What is the mission statement of Cfa Society Of Alabama Inc?

The CFA Society of Alabama Inc's mission is primarily focused on promoting the professional growth and development of financial analysts in the state. They achieve this by organizing educational and networking events for local investment professionals. The society also aims to uphold the Code of Ethics and Standards of Professional Conduct of the Association for Investment Management and Research, encouraging adherence and enforcing compliance among its members. Their activities are geared towards educating and supporting those engaged in financial analysis, as well as those teaching or supervising such professionals.


Official website here: www.cfasocietyalabama.com

Who is the CEO of Cfa Society Of Alabama Inc?

Santosh Singh Cfa is the President of Cfa Society Of Alabama Inc.


Official website here: www.cfasocietyalabama.com

What is the revenue of Cfa Society Of Alabama Inc?

Cfa Society Of Alabama Inc's revenue in 2023 was $86,352.


Official website here: www.cfasocietyalabama.com

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


Here are 11 key members and their salaries:


Santosh Singh Cfa (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael D Anderson Cfa (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ivan Truss Cfa (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vallery N Brown Cfa (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adrian Hughes Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Sanabria Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Trey Cartledge Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Murray Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Justin Mayfield Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lucas Fitts Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen Daniels Cfa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasocietyalabama.com

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

Cfa Society Of Alabama Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasocietyalabama.com

Learn more at the official website: www.cfasocietyalabama.com

Mission Statement of Cfa Society Of Alabama Inc

The CFA Society of Alabama Inc is dedicated to advancing the professional objectives and growth of individuals in Alabama who are engaged in financial analysis, instructing the practice of financial analysis, or overseeing those involved in the field. The organization's primary objective is to foster education regarding, encourage adherence to, and enforce compliance with the Code of Ethics and Standards of Professional Conduct of the Association for Investment Management and Research. To achieve this mission, the CFA Society of Alabama Inc organizes educational and networking events for local investment professionals, providing a platform for continuous learning and professional development.

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Impact




October, 2024

Cfa Society Of Alabama Inc significantly enhances the professional landscape for financial analysts in Alabama. By focusing on the professional goals and development of individuals in this field, the society creates a robust network that benefits members through educational opportunities and professional growth.

The society organizes educational and networking events tailored for local investment professionals, fostering connections that can lead to collaboration and shared knowledge. This not only aids in the personal development of members but also contributes to a more informed and ethical financial analysis community across the state.

Moreover, Cfa Society Of Alabama Inc emphasizes adherence to the Code of Ethics and Standards of Professional Conduct set forth by the Association for Investment Management and Research. This commitment to ethical standards promotes integrity and trust within the investment community, ultimately benefitting clients and the broader financial market.

In summary, the society plays a vital role in elevating the standards of financial analysis practice in Alabama, promoting professional development, ethical adherence, and community improvement among its members.




This information is meant to be a general summary of Cfa Society Of Alabama 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
$86,352 (2023)
Expenses
$86,836 (2023)
Efficiency

Other financial information:

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

  • Program Service Revenue: $68,435
  • Gross Receipts: $86,352

Assets and Liabilities:

  • Total Assets: $75,501
  • Total Liabilities: $0
  • Net Assets: $75,501

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Organization Details

Principal Officer

Santosh Singh Cfa

Main Address

2712 18TH PLACE SOUTH, BIRMINGHAM, AL, 35209

NTEE Category

Code: S41 - Community improvement

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