Cfa Society Of Cleveland
- Assets
- $357.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Shaker Heights, OH
- Founding
- 07/1970
- Data as of
- 06/2022
- EIN
- 23-7065462
Organization Overview
Cfa Society Of Cleveland is located in Shaker Heights, OH. The organization was established in 1970. According to its NTEE Classification (S01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Cleveland 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 Cleveland generated $199.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $200.0k during the year ending 06/2022. While expenses have increased by 1.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
PROVIDE INVESTMENT-RELATED PROGRAMS AND SERVICES TO THE MEMBERS. PROMOTE EXCELLENCE, EDUCATION, AND INTEGRITY IN THE INVESTMENT MGMT. PROFESSION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mac Muirhead CFA President | 1 | $0 | |
Jon Dominy CFA Vice-President | 1 | $0 | |
Suzana Vujasin CFA Treasurer | 1 | $0 | |
Sam Wass CFA Membership Chair | 1 | $0 | |
Matt Mclaughlin CFA Programming Chair | 1 | $0 | |
Rank Dawson CFA Advocacy Chair | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $108,978 |
| Membership dues | $64,663 |
| Investment income | $25,475 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $199,116 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $78,324 |
| Printing, publications, postage, and shipping | $313 |
| Other expenses | $121,319 |
| Total expenses | $199,956 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $357,884 |
| Other assets | $0 |
| Total assets | $357,884 |
| Total liabilities | $0 |
| Net assets or fund balances | $357,884 |