Cfa Society Of Pittsburgh
- Assets
- $301.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Pittsburgh, PA
- Founding
- 10/1999
- EIN
- 25-1421153
Organization Overview
Cfa Society Of Pittsburgh is located in Pittsburgh, PA. The organization was established in 1999. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, 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 Pittsburgh 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 undefined, Cfa Society Of Pittsburgh generated $109.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.7%) each year. All expenses for the organization totaled $100.3k during the year ending undefined. As we would expect to see with falling revenues, expenses have declined by (2.3%) per year over the past 7 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
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR MEMBERS, INVESTMENT PROFESSIONALS, AND THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3
MONTHLY MEETINGS ALLOW THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO DISCUSS CURRENT INVESTMENT ISSUES, STRATEGIES AND TECHNIQUES. OFTEN A GUEST SPEAKER IS INVOLVED IN THE MEETING TO DISCUSS VARIOUS COMPANIES, ECONOMIC OR FINANCIAL MATTERS. VARIOUS CURRENT INFORMATION IS EXCHANGED WHICH BENEFITS THE LOCAL INVESTMENT COMMUNITY AS A WHOLE.
THE FINANCIAL LITERACY CAMPAIGN ENTAILS A VARIETY OF PROGRAMS INCLUDING EDUCATING HIGH SCHOOL STUDENTS ON PERSONAL FINANCE CONCEPTS AND CONDUCTING A STUDENT PANEL IN CONJUNCTION WITH "THE MISSING SEMESTER" BOOK/PROGRAM. A COLLEGIATE PERSONAL FINANCIAL PLANNING COMPETITION IS CONDUCTED IN WHICH COLLEGE STUDENTS DEVELOP A FINANCIAL PLAN TO PREPARE FOR THEIR FINANCIAL FUTURE. QUALIFYING PARTICIPANTS RECEIVE A CERTIFICATE OF ACHIEVEMENT AND TOP JUDGED PLANS RECEIVE A FINANCIAL REWARD.
THE FISCAL YEAR PRESENTED CHALLENGES IN REACHING MEMBERS OF THE ORGANIZATION. THEREFORE A PODCAST WAS ESTABLISHED AND PRESENTED ON A MONTHLY BASIS TO KEEP MEMBERS INFORMED AND PROVIDED A MEANS TO STAY IN CONTACT DUE TO REMOTE WORK MANDATES IN THE STATE OF PENNSYLVANIA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jody Madala Co-President | 2.5 | $0 | |
Jim Herrington Co-President | 2.5 | $0 | |
Eric Fencil Vice President | 3 | $0 | |
Steve Miller Program Chair | 1 | $0 | |
Gene Natali Jr University Outreach Chair | 1 | $0 | |
Bradley Jones Membership Outreach Chair | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $50,924 |
| Total Program Service Revenue | $879 |
| Membership dues | $55,826 |
| Investment income | $894 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $550 |
| Total Revenue | $109,073 |
| Statement of Expenses | |
|---|---|
| Total expenses | $100,349 |
| Balance Sheet | |
|---|---|
| Total assets | $301,319 |
| Total liabilities | $0 |
| Net assets or fund balances | $301,319 |