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Cfa Society Of Louisville

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

EIN: 900838184 ✦ Louisville, KY ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Louisville?

The Cfa Society of Louisville is a nonprofit organization, dedicated to upholding ethical and professional conduct within the investment sector. They actively promote this through their initiatives and encourage personal growth by supporting the CFA program. Additionally, they foster an environment for the free flow of ideas and perspectives within the investment industry. Their mission encompasses empowering professionals and fostering a community where information and opinions can be shared openly.


Official website here: www.cfasociety.org/louisville

Is Cfa Society Of Louisville legitimate?

Cfa Society Of Louisville is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Louisville 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/louisville

What is the mission statement of Cfa Society Of Louisville?

The CFA Society of Louisville's mission is centered around upholding ethical and professional standards within the investment industry. They actively encourage professional growth through the CFA program and foster an environment that encourages the free flow of information and diverse opinions within the field.


Official website here: www.cfasociety.org/louisville

Who is the CEO of Cfa Society Of Louisville?

Ross Mayfield is the President of Cfa Society Of Louisville.


Official website here: www.cfasociety.org/louisville

What is the revenue of Cfa Society Of Louisville?

Cfa Society Of Louisville's revenue in 2022 was $59,640.


Official website here: www.cfasociety.org/louisville

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


Here are 6 key members and their salaries:


Ross Mayfield (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Enright (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kurt Kemper (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ramsey Helson (Executive Assistant)
  • Compensation: $20,000
  • Related: $0
  • Other: $0
Chris Meng (Programming Research Challenge)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laurie Russman (Organizational University Outreach)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/louisville

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

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


Official website here: www.cfasociety.org/louisville

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

Mission Statement of Cfa Society Of Louisville

The CFA Society of Louisville, as a nonprofit organization, is committed to upholding ethical and professional standards within the investment industry. Their mission is twofold. Firstly, they encourage the advancement of professionals in the field by promoting the CFA program. This program is designed to equip individuals with the necessary knowledge and skills required to excel in the investment industry. Secondly, the society facilitates open communication and the exchange of ideas and opinions among its members. By doing so, they aim to foster a collaborative environment where professionals can learn from one another and stay updated on industry developments. In essence, the CFA Society of Louisville serves as a platform for promoting excellence, professional growth, and knowledge sharing within the investment industry.

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Impact




October, 2024

CFA Society of Louisville significantly enhances the investment landscape in the region by promoting ethical and professional standards within the industry. Its commitment to professional development is evident through its support of the Chartered Financial Analyst (CFA) program, which equips finance professionals with the skills and knowledge essential for success. The society fosters a collaborative environment that encourages the open exchange of information and diverse opinions among members, which ultimately leads to better decision-making and innovation in investment practices. By elevating standards and facilitating networking opportunities, CFA Society of Louisville plays a crucial role in shaping the future of the investment community in Louisville and beyond.




This information is meant to be a general summary of Cfa Society Of Louisville. 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
$59,640 (2022)
Expenses
$35,154 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $55
  • Gross Receipts: $59,640

Assets and Liabilities:

  • Total Assets: $324,107
  • Total Liabilities: $0
  • Net Assets: $324,107

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Organization Details

Principal Officer

Ross Mayfield

Main Address

3010 KLONWAY DR, LOUISVILLE, KY, 40220

NTEE Category

Code: W036 - Public benefit

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