Cfa Society Of Naples Inc
- Assets
- $175.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Naples, FL
- Founding
- 02/2008
- Data as of
- 08/2022
- EIN
- 59-3405436
Organization Overview
Cfa Society Of Naples Inc is located in Naples, FL. The organization was established in 2008. According to its NTEE Classification (S46) the organization is classified as: Boards of Trade, 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 Naples 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 08/2022, Cfa Society Of Naples Inc generated $92.6k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $64.0k during the year ending 08/2022. While expenses have increased by 0.8% per year over the past 6 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
WE CONDUCT LUNCHEON, RECEPTION OR DINNER MEETINGS WITH PRESENTATIONS AND DISCUSSION ON TOPICAL, RELEVANT EDUCATIONAL INFORMATION TO MEMBERS AND NON-MEMBER GUESTS. THESE PRESENTATIONS PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY. THE SOCIETY ALSO PROVIDED PUBLIC AWARENESS PROGRAMS TO EDUCATE AND FACILITATE THE OPEN EXCHANGE OF INFORMATION BETWEEN THE INVESTMENT COMMUNITY AND THE INVESTING PUBLIC.
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 |
|---|---|---|---|
Jay Folz Director | 1 | $0 | |
Tyler Hardt Director | 1 | $0 | |
Simon Lack Director | 1 | $0 | |
Serge Ecityan President | 3 | $0 | |
Mia Hyatt Vice President | 3 | $0 | |
Travis Jones Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $43,355 |
| Membership dues | $48,875 |
| Investment income | $357 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $92,587 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $1,620 |
| Professional fees and other payments to independent contractors | $965 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $61,414 |
| Total expenses | $63,999 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $175,879 |
| Other assets | $0 |
| Total assets | $175,879 |
| Total liabilities | $0 |
| Net assets or fund balances | $175,879 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Naples Inc has recieved totaling $36,369.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $36,369 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Air Carriers Purchasing Conference Inc Fort Lauderdale, FL | $2,334,818 | $1,843,313 |
Florida Assisted Living Affiliation Tallahassee, FL | $1,308,938 | $1,387,032 |
Examination Board Of Professional Home Inspectors Tallahassee, FL | $5,345,523 | $1,943,441 |
Florida Coalition For Children Inc Tallahassee, FL | $1,555,554 | $863,225 |
Georgia Restaurant Association Inc Atlanta, GA | $602,441 | $1,026,551 |
American Council Of Engineering Companies Of Florida Tallahassee, FL | $1,789,901 | $1,007,540 |
Independent Electrical Contractors Florida East Coast Chapter Riviera Beach, FL | $415,603 | $859,740 |
Georgia Association Of Community Service Boards Inc Savannah, GA | $465,033 | $631,372 |
Transnational Alliance To Combat Illicit Trade Inc Fort Myers, FL | $492,930 | $832,425 |
Alabama Conference Of Educators Birmingham, AL | $816,841 | $818,659 |
Alabama Affordable Housing Association Tuscaloosa, AL | $179,679 | $567,520 |
Alarm Association Of Florida Inc Plantation, FL | $239,152 | $510,879 |