Cfa Society South Carolina
- Assets
- $228.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Greenville, SC
- Founding
- 10/2015
- EIN
- 57-1134283
Organization Overview
Cfa Society South Carolina is located in Greenville, 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.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
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)
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Justin Pinckney CFA Vice Preside | 2 | $0 | |
Charles Moore CFA President | 2 | $0 | |
Brian Hussain CFA Member At La | 2 | $0 | |
Irina Koch CFA Treasurer | 2 | $0 | |
Katie Stokes CFA Member At La | 2 | $0 | |
Peter Nielsen CFA Member At La | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $37,849 |
| Membership dues | $18,808 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $56,657 |
| Statement of Expenses | |
|---|---|
| Total expenses | $13,233 |
| Balance Sheet | |
|---|---|
| Total assets | $228,785 |
| Total liabilities | $0 |
| Net assets or fund balances | $228,785 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society South Carolina has recieved totaling $38,546.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $38,546 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Women In Etfs Inc Atlanta, GA | $924,414 | $385,995 |
Genetic Metabolic Dietitians International Inc Hillsborough, NC | $470,885 | $234,337 |
Carolinas Collision Association Charlotte, NC | $132,809 | $0 |
Georgia State Retirees Association Fairburn, GA | $112,527 | $0 |
Society For Marketing Advances Inc Duluth, GA | $147,066 | $0 |
Cfa Society South Carolina Greenville, SC | $228,785 | $0 |
2d Mardiv First Class Petty Officers Association Camp Lejeune, NC | $1,377 | $0 |
Association For Change Management Professionals Acmp Charlotte Sanford, NC | $788 | $0 |