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EIN 61-1526448

CFA Society of Salt Lake

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Salt Lake City
State
Utah
Year formed
2019
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
CFA Society of Salt Lake promotes the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. As an association of local investment professionals, it offers leadership development opportunities through a rotating board and committee members. The society also participates annually in the CFAI Research Challenge, a global competition that provides university students with hands-on mentoring and intensive training in financial analysis. It sponsors a competition held in Salt Lake City each year.
Total revenues
$86,277
2023
Total expenses
$72,267
2023
Total assets
$269,068
2023
Num. employees
n/a

Who funds CFA Society of Salt Lake

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$47,929

Personnel at CFA Society of Salt Lake

NameTitleCompensation
Glade OlsonPresident$0
Joshua FladeProgramming Committee / Vice President$0

Financials for CFA Society of Salt Lake

RevenuesFYE 06/2023
Total grants, contributions, etc.$62,791
Program services$1,279
Membership dues$62,791
Investment income and dividends$7,179
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$15,028
Total revenues$86,277

Form 990s for CFA Society of Salt Lake

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-09990EZView PDF
2022-062022-11-03990EZView PDF
2021-062021-10-28990EZView PDF
2019-062020-01-10990EZView PDF
2018-062019-05-14990EZView PDF
...and 4 more Form 990s
Data update history
June 2, 2023
Updated personnel
Identified 3 new personnel
May 21, 2023
Used new vendors
Identified 2 new vendors, including , and
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $64,025 from CFA Institute
September 30, 2020
Posted financials
Added Form 990EZ for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990EZ for fiscal year 2018
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
299 S Main St PMB 9092 Suite 1300
Salt Lake City, UT 84111
Metro area
Salt Lake City, UT
Phone
(801) 502-6520
IRS details
EIN
61-1526448
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2019
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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