Cfa Society Providence
- Assets
- $161.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Providence, RI
- Founding
- 05/1970
- Data as of
- 06/2022
- EIN
- 23-7069442
Organization Overview
Cfa Society Providence is located in Providence, RI. The organization was established in 1970. 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 Providence 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 Providence generated $65.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.5% each year. All expenses for the organization totaled $65.0k during the year ending 06/2022. While expenses have increased by 7.1% per year over the past 7 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
2022
Describe the Organization's Program Activity:
Part 3
HOST MONTHLY EDUCATION PROGRAMS FOR CFA INSTITUTE MEMBERS AND GUESTS, AIMED AT INVESTMENT DECISIONS AND ETHICAL STANDARDS IN THE FINANCIAL INDUSTRY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kevin Arruda Board Member | 1 | $0 | |
Liu Wang Board Member | 1 | $0 | |
Alfonso Cumplido Board Member & President | 1 | $0 | |
Daniel Pinheiro Board Member | 1 | $0 | |
Brian Pacheco Board Member | 1 | $0 | |
Sean Mcguirk Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $16,075 |
| Total Program Service Revenue | $33,451 |
| Membership dues | $11,257 |
| Investment income | $4,773 |
| Gain or Loss | $121 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $65,677 |
| 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 | $8,250 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $56,746 |
| Total expenses | $64,996 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $161,477 |
| Other assets | $0 |
| Total assets | $161,477 |
| Total liabilities | $5,250 |
| Net assets or fund balances | $156,227 |