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EIN 33-0228558

CFA Society Orange County

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Newport Beach
State
California
Year formed
1983
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
CFA Society Orange County's primary mission is to create a forum for financial analysts and investment professionals to build strong networks, expand industry knowledge, and promote the highest standards of ethical and professional conduct. The organization successfully hosts events featuring informative speakers that allow these professionals to come together and expand their networks. It is located in Newport Beach, CA.
Total revenues
$236,815
2024
Total expenses
$252,183
2024
Total assets
$372,456
2024
Num. employees
0
2024

Program areas at CFA Society Orange County

The organization successfully provided various events for financial analysts and investment professionals to come together and expand their networks. The events would feature speakers that would educate these professionals.

Personnel at CFA Society Orange County

NameTitleCompensation
Chad NooraniTreasurer$0
Derek PantelePresident$0
Paisley NardiniVice President$0
Alison SchiraldiSecretary$0
Brett ErrecaPast Treasurer$0

Financials for CFA Society Orange County

RevenuesFYE 06/2024
Total grants, contributions, etc.$208,708
Program services$20,917
Investment income and dividends$7,190
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$0
Total revenues$236,815

Form 990s for CFA Society Orange County

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-25990View PDF
2023-062024-01-30990View PDF
2022-062022-08-19990View PDF
2021-062021-12-06990View PDF
2020-062021-05-11990View PDF
...and 12 more Form 990s
Data update history
June 1, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 19, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $72,267 from CFA Institute
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
4533 Macarthur Blvd 182
Newport Beach, CA 92660
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Phone
(949) 253-4380
IRS details
EIN
33-0228558
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1983
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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