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EIN 63-1064381

CFA Society of Alabama

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Birmingham
State
Alabama
Year formed
2018
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
The purpose of the society is to promote the professional goals and professional development of persons in the state of Alabama who are engaged in the practice of financial analysis, teaching the practice of financial analysis, or supervising those engaged in the practice of financial analysis and provide education about, encourage adherence to, and enforce compliance with the Code of Ethics and Standards of Professional Conduct of the Association for Investment Management and Research. Educational and Networking Events for local investment professionals.
Total revenues
$86,352
2023
Total expenses
$86,836
2023
Total assets
$75,501
2023
Num. employees
n/a

Who funds CFA Society of Alabama

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$40,274

Personnel at CFA Society of Alabama

NameTitleCompensation
Santosh SinghPresident$0
Jason MurrayDirector / Vice President / Treasurer$0
Trey CartledgeVice President / Treasurer / Secretary$0
Stephen DanielsDirector / President / Treasurer$0
Johan GrahsDirector / President$0

Financials for CFA Society of Alabama

RevenuesFYE 06/2023
Total grants, contributions, etc.$17,917
Program services$68,435
Membership dues$17,917
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$86,352

Form 990s for CFA Society of Alabama

Fiscal year endingDate received by IRSFormPDF link
2022-062022-11-15990EZView PDF
2021-062021-11-16990EZView PDF
2020-062021-04-19990EZView PDF
2019-062020-01-24990EZView PDF
2018-062019-02-21990EZView PDF
...and 1 more Form 990
Data update history
July 8, 2023
Updated personnel
Identified 2 new personnel
June 22, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 18, 2023
Updated personnel
Identified 4 new personnel
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $42,393 from CFA Institute
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
2712 18th Pl South
Birmingham, AL 35209
Metro area
Birmingham-Hoover, AL
County
Jefferson County, AL
Website URL
cfasocietyalabama.com/ 
Phone
(800) 247-8132
IRS details
EIN
63-1064381
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2018
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
Independent
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