Overview
What is Cfa Society Of Seattle?
The Cfa Society of Seattle is a nonprofit organization situated in Covington, Washington. Their primary focus is on promoting ethical standards and professional development within the investment advisory industry. They achieve this by offering high-quality programs, disseminating relevant investment-related information, and hosting seminars and continuing education classes. Major corporations share insights with members and guests through presentations. Throughout the year, over 20 local events and programs are organized. The organization also provides job placement listings and makes CFA Institute publications accessible to its members. In addition, the Cfa Society of Seattle offers preparatory education programs, such as CFA study programs, for candidates enrolled in the Chartered Financial Analyst program.
Official website here: www.cfaseattle.org
Is Cfa Society Of Seattle legitimate?
Cfa Society Of Seattle is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Seattle 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: $61,200
Professional Fundraising Fees: $0
Other Salaries and Wages: $0
For more financial information, click here
Official website here: www.cfaseattle.org
What is the mission statement of Cfa Society Of Seattle?
The Cfa Society Of Seattle promotes ethical and professional standards within the investment advisory industry. It encourages professional development through the CFA Program and facilitates the open exchange of information and opinions. The organization conducts high-quality programs and disseminates information and ideas related to investments, providing a platform for presentations by major corporate management. It hosts over 20 local events and programs annually, offers job placement listings, and makes CFA Institute publications available to its members. Furthermore, the society provides preparatory education programs for candidates enrolled in the Chartered Financial Analyst Program.
Official website here: www.cfaseattle.org
Who is the CEO of Cfa Society Of Seattle?
Sherrie Trecker is the President of Cfa Society Of Seattle.
Official website here: www.cfaseattle.org
What is the revenue of Cfa Society Of Seattle?
Cfa Society Of Seattle's revenue in 2023 was $303,108.
Official website here: www.cfaseattle.org
Who are the executives of Cfa Society Of Seattle and what are their salaries?
There 20 volunteers at Cfa Society Of Seattle.
Here are 9 key members and their salaries:
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- Compensation: $61,200
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Official website here: www.cfaseattle.org
Where can I find the form 990 for Cfa Society Of Seattle?
Cfa Society Of Seattle's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.cfaseattle.org
Learn more at the official website: www.cfaseattle.org
Mission Statement of Cfa Society Of Seattle
The Cfa Society of Seattle promotes ethical and professional standards within the investment advisory industry. This nonprofit organization encourages professional development through the CFA program and facilitates the open exchange of information and opinions. By doing so, it contributes to maintaining high standards in the investment advisory sector.
In addition to promoting ethical practices, the Cfa Society of Seattle encourages professional growth through the CFA program. This program equips individuals with the necessary knowledge and skills to excel in the investment advisory industry. By facilitating this program, the organization supports the continuous learning and development of its members.
Moreover, the Cfa Society of Seattle acts as a platform for the open exchange of ideas and opinions related to investments. This is achieved through various programs and events, such as seminars, accountings, and continuing education classes. These events provide opportunities for members to learn from industry leaders and engage in productive discussions. The organization also offers job placement listings and makes CFA Institute publications available to its members, further supporting their professional development.
In summary, the Cfa Society of Seattle promotes ethical standards, encourages professional development, and facilitates the open exchange of information and opinions within the investment advisory industry. Through its various programs and initiatives, it supports the continuous learning and growth of its members, contributing to the overall integrity and success of the investment advisory sector.
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Impact
October, 2024
The CFA Society of Seattle significantly enhances the investment advisory industry by promoting ethical and professional standards among its members. By facilitating professional development through the Chartered Financial Analyst (CFA) program, the Society fosters a culture of continuous learning and expertise within the financial community.
The organization's impact extends through its high-quality programs and seminars focusing on various aspects of investments, accounting, and economics. With over 20 local events and programs held annually, the Society creates valuable networking opportunities and allows members to engage directly with corporate management teams. This exchange of information and opinions not only enriches members' understanding but also strengthens the overall professionalism in the industry.
Moreover, the CFA Society of Seattle supports its members with job placement listings and access to essential CFA Institute publications, further aiding in career development. By offering preparatory education programs for the CFA exams, the Society plays a crucial role in preparing the next generation of financial analysts, ensuring a skilled and knowledgeable workforce. Overall, the Society's multifaceted approach contributes to community improvement and elevates the standards of investment advisory practices in the region.
This information is meant to be a general summary of Cfa Society Of Seattle. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $12,012
- Program Service Revenue: $129,506
- Gross Receipts: $303,108
Assets and Liabilities:
- Total Assets: $570,568
- Total Liabilities: $0
- Net Assets: $570,568
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
ANNUAL FORECAST DINNER REVENU
Revenue
$76,400
JOB REVENUE BOARD
Revenue
$15,627
WOMANS NETWORK
Revenue
$9,620
GOLF SOCIAL
Revenue
$8,894
SOCIALS
Revenue
$8,705
Organization Details
Founding Year
1976
Phone
(360) 620-0790Principal Officer
Sherrie Trecker
Main Address
PO BOX 8388, COVINGTON, WA, 98042
Website
www.cfaseattle.orgNTEE Category
Code: S41 - Community improvement
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