Cfa Society Of Philadelphia Inc
- Assets
- $896.8k
- Revenue
- $591.8k
- Investments
- $0.0
- Employees
- 2
- Location
- Philadelphia, PA
- Founding
- 09/1955
- Data as of
- 06/2022
- EIN
- 23-6395738
Organization Overview
Cfa Society Of Philadelphia Inc is located in Philadelphia, PA. The organization was established in 1955. According to its NTEE Classification (B01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Education and related organizations. As of 06/2022, Cfa Society Of Philadelphia Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Philadelphia 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 06/2022, Cfa Society Of Philadelphia Inc generated $591.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $543.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
CAREER ADVANCEMENT OF PROFESSIONALS
Describe the Organization's Program Activity:
Part 3 - Line 4a
ORGANIZED AND SPONSORED BREAKFASTS, LUNCHES, AND ANNUAL DINNER MEETINGS, EACH WITH A GUEST SPEAKER PROVIDING INFORMATION AND VIEWS ON TOPICAL INDUSTRY ISSUES.
PROVIDED MEMBERS WITH STRUCTURED STUDY PROGRAM DESIGNED TO ASSIST THEM IN OBTAINING A PASSING GRADE ON THE CFA ACCREDIDATION EXAM.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peter Conners Executive Director | Officer | 40 | $138,000 |
Barnes Treasurer | OfficerTrustee | 1 | $0 |
Brian Lauzon President | OfficerTrustee | 1 | $0 |
Melissa Novak Secretary | OfficerTrustee | 1 | $0 |
Amy Bartosh Programs Committee | Trustee | 1 | $0 |
Sean Heberling Education Committee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $286,959 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $84,781 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $371,740 |
| Total Program Service Revenue | $217,794 |
| Investment income | $2,298 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $591,832 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $177,690 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $16,028 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $41,630 |
| Payroll taxes | $14,070 |
| Fees for services: Management | $51,417 |
| Fees for services: Legal | $3,128 |
| Fees for services: Accounting | $14,130 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,316 |
| Fees for services: Other | $3,332 |
| Advertising and promotion | $13,479 |
| Office expenses | $2,881 |
| Information technology | $14,927 |
| Royalties | $0 |
| Occupancy | $13,258 |
| Travel | $13,461 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $134,101 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,351 |
| All other expenses | $0 |
| Total functional expenses | $543,313 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $469,089 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $12,043 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,833 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $412,833 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $896,798 |
| Accounts payable and accrued expenses | $73,293 |
| Grants payable | $0 |
| Deferred revenue | $68,700 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $141,993 |
| Net assets without donor restrictions | $474,805 |
| Net assets with donor restrictions | $280,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $896,798 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Philadelphia Inc has recieved totaling $177,194.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $177,194 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Dairy Assn & Dairy Council Of Ny Inc Empire Building North Syracuse, NY | $7,719,519 | $19,494,429 |
American Federation For Children Inc Columbia, MD | $4,734,302 | $8,920,295 |
Nj Assoc Of School Administrators Corp Trenton, NJ | $2,166,473 | $2,484,430 |
Consortium For Public Education Mckeesport, PA | $8,617,979 | $3,033,681 |
The Pittsburgh High Technology Council Pittsburgh, PA | $3,558,028 | $3,049,569 |
New York State Council Of School Superintendents Albany, NY | $5,077,642 | $3,046,665 |
Project Ready Newark, NJ | $545,292 | $2,709,148 |
Associated Builders And Contractors Inc East Syracuse, NY | $1,910,207 | $2,380,603 |
Maritime Exchange For The Delaware River And Bay Philadelphia, PA | $9,242,868 | $2,750,481 |
Fellowship Bmec Inc Philadelphia, PA | $3,935,912 | $4,831,352 |
Reading League Syracuse, NY | $2,958,965 | $2,169,026 |
Ohio Community Action Training Organization Columbus, OH | $761,652 | $1,900,982 |