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Cfa Society Of Austin

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

EIN: 721621543 ✦ Austin, TX ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Austin?

The Cfa Society of Austin, based in Austin, Texas, serves as a vital resource for financial investment management professionals. This nonprofit organization, located at 3267 BEE CAVE ROAD STE 107-273, hosts various educational programs aimed at broadening the knowledge of its members. These events cover topics related to investing, financial markets, and the economy's influencing factors. The Cfa Society of Austin is deeply committed to promoting ethical and professional standards within the investments industry. They encourage professional growth through the CFA Program, a recognized benchmark for investment professionals worldwide. Furthermore, the society fosters an open environment, enabling the exchange of information and diverse opinions among its members.


Official website here: www.cfaaustin.org

Is Cfa Society Of Austin legitimate?

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

What is the mission statement of Cfa Society Of Austin?

The Cfa Society of Austin promotes ethical and professional standards within the investment industry. They encourage professional development through the CFA program and facilitate the open exchange of information and opinions among its members. The organization actively plans and sponsors educational programs of interest to financial investment management professionals, aiming to broaden their knowledge and provide opportunities for interaction with industry experts. The society's initiatives cover topics such as investing, financial markets, and economic factors.


Official website here: www.cfaaustin.org

Who is the CEO of Cfa Society Of Austin?

Courtney Dunn is the President of Cfa Society Of Austin.


Official website here: www.cfaaustin.org

What is the revenue of Cfa Society Of Austin?

Cfa Society Of Austin's revenue in 2023 was $179,033.


Official website here: www.cfaaustin.org

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


Here are 17 key members and their salaries:


Ryann Marotta (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maddie Minnaganti (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gabe Thornhill (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Lincoln (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Panayiotis Lambropoulos (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jack Mcdowell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Courtney Dunn (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Moore (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nick Ballard (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Villalta (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennie Sanders (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Griffin Watkins (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fraser Armstron-Watters (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kenneth Price (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ian Oldham (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Judd (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Deklotz (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfaaustin.org

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

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


Official website here: www.cfaaustin.org

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

Mission Statement of Cfa Society Of Austin

The Cfa Society of Austin, a distinguished organization within the investments industry, is committed to upholding ethical and professional standards. Its mission is twofold: firstly, it encourages the development of professionals in this field through the CFA program. This involves providing a platform for individuals to enhance their knowledge and skills in financial investment management. Secondly, the society facilitates open dialogues and the exchange of diverse perspectives and opinions among its members and speakers, fostering an environment of shared learning and collaboration. By doing so, the Cfa Society of Austin plays a significant role in promoting ethics, professionalism, and continuous learning within the investments industry.

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Impact




October, 2024

CFA Society of Austin significantly impacts the investment community by promoting ethical and professional standards within the industry. It encourages continuous professional development through the CFA program, helping finance professionals enhance their skills and knowledge. The Society organizes various educational programs that address critical topics such as investing, financial markets, and economic factors, providing a platform for members to learn from esteemed speakers and engage in meaningful discussions. This commitment to education and ethics fosters a stronger, more knowledgeable investment community in Austin, ultimately contributing to informed decision-making and improved practices within the financial sector.




This information is meant to be a general summary of Cfa Society Of Austin. 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
$179,033 (2023)
Expenses
$175,632 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $2,596
  • Program Service Revenue: $121,852
  • Gross Receipts: $179,033

Assets and Liabilities:

  • Total Assets: $512,541
  • Total Liabilities: $114
  • Net Assets: $512,427

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Programs

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

Membership Dues & Assessments

Revenue

$85,317

PROGRAM REVENUES

Revenue

$14,535

SPONSORSHIP REVENUE

Revenue

$22,000

Organization Details

Founding Year

1970

Principal Officer

Courtney Dunn

Main Address

3267 BEE CAVE ROAD STE 107-273, AUSTIN, TX, 78746

NTEE Category

Code: S41 - Community improvement

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