Cfa Society Of Cincinnati Inc
- Assets
- $330.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Cincinnati, OH
- Founding
- 06/1971
- Data as of
- 06/2024
- EIN
- 23-7094427
Organization Overview
Cfa Society Of Cincinnati Inc is located in Cincinnati, OH. The organization was established in 1971. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, 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 Cincinnati 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 06/2024, Cfa Society Of Cincinnati Inc generated $138.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $148.1k during the year ending 06/2024. While expenses have increased by 11.6% per year over the past 9 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
2024
Describe the Organization's Program Activity:
Part 3
CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION, FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS PART OF OUR INITIATIVE WE BEGAN LAST YEAR TO BROADEN MEMBER ENGAGEMENT, WE CREATED A MEMBERSHIP VALUE COMMITTEE TO EXAMINE WAYS IN WHICH WE CAN BETTER SERVE OUR MEMBERS. FROM THAT EFFORT, WE WILL BE LAUNCHING OUR FIRST EVER MENTORSHIP PROGRAM IN THE FALL OF 2021. DURING THE NEXT FISCAL YEAR, THE BOARD WILL CONTINUE TO SEEK WAYS TO FURTHER DEEPEN MEMBER VALUE AND WILL BE LAYING THE GROUNDWORK TO LAUNCH LONGER, MULTI-TERM INITIATIVES RELATED TO RAISING PUBLIC AWARENESS OF THE CHARTER, (I.E. VS. CFP, ETC.) SPREADING THE WORD TO OUR UNDERREPRESENTED YOUNG PEOPLE REGARDING CAREERS IN THE INVESTMENT INDUSTRY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eric Pettway CFA President | 4 | $0 | |
Keith Rennekamp CFA Vice President | 4 | $0 | |
Michael Aluise CFA Programming | 2 | $0 | |
Curtis Bailey CFA Education | 2 | $0 | |
Nathan Bailey CFA Treasurer | 1 | $0 | |
Casey Jones Mentorship | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $40,695 |
| Total Program Service Revenue | $32,638 |
| Membership dues | $58,123 |
| Investment income | $7,095 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $138,551 |
| 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 | $54,950 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $680 |
| Other expenses | $92,466 |
| Total expenses | $148,096 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $330,635 |
| Other assets | $0 |
| Total assets | $330,635 |
| Total liabilities | $0 |
| Net assets or fund balances | $330,635 |