Cfa Society Of Cleveland
- Assets
- $358.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Shaker Heights, OH
- Founding
- 07/1970
- Data as of
- 06/2021
- 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 06/2021, Cfa Society Of Cleveland generated $162.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $102.8k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (9.4%) per year over the past 6 years. 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
2021
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 |
|---|---|---|---|
Michael Mckeown CFA President | 1 | $0 | |
Mac Muirhead CFA Vice-President | 1 | $0 | |
Suzana Vujasin CFA Treasurer | 1 | $0 | |
Matt Mclaughlin CFA Membership Chair | 1 | $0 | |
Rank Dawson CFA Advocacy Chair | 1 | $0 | |
Cindy Eng CFA Public Awareness Chair | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $90,999 |
| Membership dues | $64,606 |
| Investment income | $6,682 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $162,287 |
| 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 | $200 |
| Occupancy, rent, utilities, and maintenance | $63,558 |
| Printing, publications, postage, and shipping | $22 |
| Other expenses | $38,984 |
| Total expenses | $102,764 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $358,724 |
| Other assets | $0 |
| Total assets | $358,724 |
| Total liabilities | $0 |
| Net assets or fund balances | $358,724 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Cleveland has recieved totaling $54,041.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $54,041 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Community Action Committee Of The Lehigh Valley Inc Bethlehem, PA | $24,914,072 | $40,517,893 |
Cincinnati Usa Regional Chamber Cincinnati, OH | $21,203,474 | $18,734,397 |
Greater Columbus Convention & Visitors Bureau Columbus, OH | $8,565,444 | $15,584,006 |
Ann Arbor Spark Ann Arbor, MI | $15,665,812 | $11,784,140 |
Philadelphia Convention & Visitors Bureau Of The Chamber Of Commerce Philadelphia, PA | $21,636,489 | $20,955,897 |
The Chamber Of Commerce For Greater Philadelphia Philadelphia, PA | $17,253,411 | $11,743,354 |
Indiana Chamber Of Commerce Inc Indianapolis, IN | $7,894,910 | $10,261,881 |
Greater Indianapolis Chamber Of Commerce Inc Indianapolis, IN | $15,080,070 | $11,498,115 |
Small Business Assoc Of Mich Lansing, MI | $1,798,183 | $7,497,354 |
Ohio Association Of Realtors Columbus, OH | $13,314,743 | $8,037,922 |
Ohio Chamber Of Commerce Columbus, OH | $30,926,421 | $7,246,853 |
Indiana Association Of Realtors Inc Indianapolis, IN | $16,694,252 | $6,642,922 |