Cfa Society South Carolina
- Assets
- $237.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Charleston, SC
- Founding
- 10/2015
- Data as of
- 06/2022
- EIN
- 57-1134283
Organization Overview
Cfa Society South Carolina is located in Charleston, SC. The organization was established in 2015. According to its NTEE Classification (J03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Employment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society South Carolina 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 South Carolina generated $57.2k in total revenue. This represents relatively stable growth, over the past 2 years the organization has increased revenue by an average of 0.5% each year. All expenses for the organization totaled $48.3k during the year ending 06/2022. 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
MEMBERSHIP WE ARE PROUD TO PROMOTE THE HIGHEST ETHICAL STANDARDS AND PROFESSIONAL EXCELLENCE WITHIN THE LOCAL INVESTMENT COMMUNITY. (CONTINED ON SCH O)
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) | Role | Hours | Compensation |
|---|---|---|---|
Charles Moore CFA President | 2 | $0 | |
Justin Pinckney CFA Vice Preside | 2 | $0 | |
Irina Koch CFA Treasurer | 2 | $0 | |
Joshua Greene CFA Secretary | 2 | $0 | |
Joe Giltner CFA Member At La | 2 | $0 | |
Katie Stokes CFA Member At La | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $35,536 |
| Membership dues | $21,656 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $57,192 |
| 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 | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $48,254 |
| Total expenses | $48,254 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $237,723 |
| Other assets | $0 |
| Total assets | $237,723 |
| Total liabilities | $0 |
| Net assets or fund balances | $237,723 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Women In Etfs Inc Atlanta, GA | $1,076,093 | $598,515 |
Genetic Metabolic Dietitians International Inc Hillsborough, NC | $475,165 | $448,975 |
Carolinas Collision Association Charlotte, NC | $154,332 | $355,571 |
Georgia State Retirees Association Fairburn, GA | $125,950 | $0 |
Society For Marketing Advances Inc Duluth, GA | $187,905 | $0 |
Cfa Society South Carolina Charleston, SC | $237,723 | $0 |
Association For Change Management Professionals Acmp Charlotte Sanford, NC | $788 | $0 |
Nptu Chief Petty Officers Association Goose Creek, SC | $9,714 | $0 |