Cfa Society Of Philadelphia Inc

Organization Overview

Cfa Society Of Philadelphia Inc is located in Philadelphia, PA. The organization was established in 1955. According to its NTEE Classification (B01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Education and related organizations. As of 06/2022, Cfa Society Of Philadelphia Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Philadelphia Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.

For the year ending 06/2022, Cfa Society Of Philadelphia Inc generated $591.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $543.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

CAREER ADVANCEMENT OF PROFESSIONALS

Describe the Organization's Program Activity:

Part 3 - Line 4a

ORGANIZED AND SPONSORED BREAKFASTS, LUNCHES, AND ANNUAL DINNER MEETINGS, EACH WITH A GUEST SPEAKER PROVIDING INFORMATION AND VIEWS ON TOPICAL INDUSTRY ISSUES.


PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM.


Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.

Board, Officers & Key Employees

Name (title)Compensation
Peter Conners
Executive Director
$138,000
Barnes
Treasurer
$0
Brian Lauzon
President
$0
Melissa Novak
Secretary
$0
Amy Bartosh
Programs Committee
$0
Sean Heberling
Education Committee
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$286,959
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$84,781
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$371,740
Total Program Service Revenue$217,794
Investment income $2,298
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $591,832

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Cfa Society Of Philadelphia Inc has recieved totaling $177,194.

Awarding OrganizationAmount
Cfa Institute

Charlottesville, VA

PURPOSE: GEN SUPPORT

$177,194
View Grant Recipient Profile

Create an account to unlock the data you need.

or