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EIN 58-1105110

Cfa Society Atlanta

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Atlanta
State
Georgia
Year formed
1960
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
The Atlanta Society of Finance and Investment Proffessionals was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management.
Also known as...
Atlanta Society of Finance and Investment Professionals; April Dreslinski
Total revenues
$397,823
2023
Total expenses
$309,116
2023
Total assets
$937,839
2023
Num. employees
0
2023

Program areas at Cfa Society Atlanta

The provided the investment practitioner with educational/specialized learning opportunities, advanced studies, and information on new developments in investments and financial management. Additionally, the Organization's activities promote high standards of professional conduct among its members.

Grants made by Cfa Society Atlanta

GranteeAmount
ASFIP Foundation$10,000

Who funds Cfa Society Atlanta

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$99,960

Personnel at Cfa Society Atlanta

NameTitleCompensation
Hunter PierpontVice President - Education$0
Christian WilsonExecutive Vice President and Gov.ch.$0
Robert ThompsonVice President - Programs$0
John SkinnerVice President , Programs / Vice President , Education$0
Andretta WeaverTreasurer$0
...and 16 more key personnel

Financials for Cfa Society Atlanta

RevenuesFYE 06/2023
Total grants, contributions, etc.$7,000
Program services$367,337
Investment income and dividends$20,848
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$2,638
Total revenues$397,823

Form 990s for Cfa Society Atlanta

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-23990View PDF
2022-062023-02-28990View PDF
2021-062022-05-12990View PDF
2020-062021-06-30990View PDF
2019-062021-08-11990OView PDF
...and 9 more Form 990s
Data update history
May 19, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Updated personnel
Identified 6 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $99,960 from CFA Institute
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
4355 Cobb Pkwy J-533
Atlanta, GA 30339
Metro area
Atlanta-Sandy Springs-Alpharetta, GA
County
Cobb County, GA
Phone
(678) 324-8474
IRS details
EIN
58-1105110
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1960
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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