Cfa Society Hartford Inc

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

EIN: 900770635 ✦ Granby, CT ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Hartford Inc?

Cfa Society Hartford Inc is a nonprofit organization located in Granby, Connecticut. Their primary mission is to promote professional education and ethical standards within the Chartered Financial Analyst (CFA) community. They accomplish this through various monthly and annual programs and conferences. One of their significant activities includes organizing an annual forecast dinner for local professionals, providing them with valuable investment and strategic insights for the upcoming year. This event serves as a platform for professionals to gain insights and network with their peers.


Official website here: www.cfasociety.org/hartford

Is Cfa Society Hartford Inc legitimate?

Cfa Society Hartford Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Hartford 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.cfasociety.org/hartford

What is the mission statement of Cfa Society Hartford Inc?

Cfa Society Hartford Inc's mission is centered around promoting professional education services and ethical practices within the Chartered Financial Analyst (CFA) community. They achieve this goal by offering a variety of monthly and annual programs and conferences. One of their significant initiatives is organizing an annual Forecast Dinner, which provides local professionals with an investment and strategic outlook for the upcoming year. By doing so, Cfa Society Hartford Inc aims to enhance the knowledge and skills of its members, fostering a community of financially astute professionals.


Official website here: www.cfasociety.org/hartford

Who is the CEO of Cfa Society Hartford Inc?

Richard Razza is the President of Cfa Society Hartford Inc.


Official website here: www.cfasociety.org/hartford

What is the revenue of Cfa Society Hartford Inc?

Cfa Society Hartford Inc's revenue in 2023 was $174,362.


Official website here: www.cfasociety.org/hartford

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

There 8 volunteers at Cfa Society Hartford Inc.


Here are 8 key members and their salaries:


James Newman (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Razza (Treasurer & Pres-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Benjamin Levine (V President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathryn Pizzi (V President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ian Green (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Baccash (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pamela Minish (Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frederic Filippelli (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/hartford

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

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


Official website here: www.cfasociety.org/hartford

Learn more at the official website: www.cfasociety.org/hartford

Mission Statement of Cfa Society Hartford Inc

Cfa Society Hartford Inc, a nonprofit organization, is dedicated to promoting professional education services and ethical practices within its Chartered Financial Analyst (CFA) community. To accomplish this mission, the organization provides a variety of monthly and annual programs and conferences. By doing so, Cfa Society Hartford Inc aims to foster a culture of continuous learning and ethical conduct among its members, thereby enhancing their professional capabilities and upholding the highest standards of integrity in the financial analysis field.

One of the ways Cfa Society Hartford Inc achieves its mission is by organizing events such as the annual Forecast Dinner. This event offers local professionals an opportunity to gain investment and strategic insights for the upcoming year. By providing a platform for sharing knowledge and perspectives, Cfa Society Hartford Inc helps its members stay informed and adaptable in an ever-changing financial landscape. In doing so, the organization contributes to the professional growth and success of its CFA community, thereby fulfilling its mission to promote education and ethics in the field of financial analysis.

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Impact




October, 2024

Cfa Society Hartford Inc plays a significant role in enhancing the professional knowledge and ethical standards within the Chartered Financial Analyst community. By providing educational services, the organization fosters a culture of continuous learning and professional development among its members.

One of their key initiatives is the annual forecast dinner, an event that brings together local professionals to discuss investment and strategic outlooks for the upcoming year. This gathering not only augments attendees' understanding of market trends but also enables networking and collaboration among finance professionals in the region.

Through a variety of monthly and annual programs and conferences, Cfa Society Hartford Inc promotes professional education and ethics, ensuring that its members are well-equipped to navigate the complexities of the financial landscape. Overall, their activities contribute to community improvement by enhancing the competency and professionalism of financial experts in the area.




This information is meant to be a general summary of Cfa Society Hartford 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
$174,362 (2023)
Expenses
$177,845 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $8,353
  • Program Service Revenue: $73,490
  • Gross Receipts: $183,086

Assets and Liabilities:

  • Total Assets: $372,812
  • Total Liabilities: $0
  • Net Assets: $372,812

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Programs

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

ANNUAL FORECAST DINNER

Revenue

$59,677

MONTHLY PROGRAMS

Revenue

$13,813

Organization Details

Founding Year

1976

Principal Officer

Richard Razza

Main Address

PO BOX 266, GRANBY, CT, 06035

NTEE Category

Code: S41 - Community improvement

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