Program areas at Cfa Society of Dallasfort Worth
The organization supports numerous fund raising events during the year to promote the Cfa designation and to raise monies for organization use to expand educationalprograms. Ten educational events and nine networking events were held duringthe fiscal year ended june 30, 2024. Attendance ranged from 13 to 300 individuals at these events.
The organization publishes a newsletter, maintains a web site for members providinginformation on upcoming events, speakers, jobs, etc., and operated a social mediacampaign during the year
The organization promotes leadership development and strategic planning opportunities for its members through its conferences and meetings.
Personnel at Cfa Society of Dallasfort Worth
| Name | Title | Compensation | Date of data |
|---|
| Lauren Minch | Chief Executive Officer | $106,731 | 2024-06-30 |
| Shashin Shah | Treasurer | $0 | 2024-10-01 |
| Paul Olschwanger | Vice President | $0 | 2024-06-30 |
| Chris Terry | President | $0 | 2024-06-30 |
| Christopher Terry | Interim President | $0 | 2023-06-30 |
| ...and 17 more key personnel |
Financials for Cfa Society of Dallasfort Worth
| Revenues | FYE 06/2024 | FYE 06/2023 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Program services | $467,331 | $374,899 | 24.7% |
| Investment income and dividends | $27,103 | $6,574 | 312.3% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $0 | - |
| Net income from fundraising events | $0 | $-8,721 | -100% |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $494,434 | $372,752 | 32.6% |
Organizations like Cfa Society of Dallasfort Worth
| Organization | Type | Location | Revenue |
|---|
| Wisconsin Chiropractic Association (WCA) | 501(c)(6) | Madison, WI | $994,044 |
| Wisconsin Technical College District Boards Association | 501(c)(6) | Madison, WI | $570,015 |
| Crew Charlotte | 501(c)(6) | Charlotte, NC | $473,737 |
| Outpatient Ophthalmic Surgery Society (OOSS) | 501(c)(6) | Aurora, CO | $1,097,142 |
| Nevada Association of School Superintendents | 501(c)(6) | Carson City, NV | $146,100 |
| Association of Independent Schools of Florida | 501(c)(6) | Miami, FL | $238,407 |
| Colorado County Clerks Association | 501(c)(6) | Burlington, CO | $363,363 |
| Finance and Administration Roundatble (FAR) | 501(c)(6) | Reston, VA | $146,063 |
| Pa Society of Physicians Assistants | 501(c)(6) | Greensburg, PA | $429,764 |
| Oregon Athletic Coaches Association | 501(c)(6) | Albany, OR | $382,684 |
Data update history
February 6, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $91,054 from CFA Institute July 5, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 29, 2023
Updated personnel
Identified 9 new personnel
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationHungerBusiness and industry
Characteristics
MembershipsNo full-time employees
General information
- Address
- 909 Lake Carolyn Pkwy Ste 320
- Irving, TX 75039
- Metro area
- Dallas-Fort Worth-Arlington, TX
- County
- Dallas County, TX
- Website URL
- cfasociety.org/dallasfortworth/pages/default.aspxÂ
- Phone
- (972) 717-7107
IRS details
- EIN
- 23-7078748
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1951
- 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
Free account sign-up
Want updates when Cfa Society of Dallasfort Worth has new information, or want to find more organizations like Cfa Society of Dallasfort Worth?
Create free Cause IQ account