CFA SOCIETY CHICAGO
EIN 36-2595074 · Education (B)
What they do
CFA SOCIETY CHICAGO, THE WORLDS FIRST INVESTMENT ANALYSTS SOCIETY, is COMMITTED to WORKING WITH OUR MEMBERS and THE INVESTMENT COMMUNITY to ACHIEVE OUR MISSION THROUGH THREE ORGANIZATIONAL PILLARS: (1) DELIVER MEMBER VALUE: DELIVER INDUSTRY-LEADING EVENTS FOCUSED ON CONTINUING EDUCATION and PROFESSIONAL DEVELOPMENT. OFFER A RANGE of NETWORKING OPPORTUNITIES to OUR MEMBERS. IMPLEMENT NEW TECHNOLOGY and BUILD A DIGITAL CONTENT LIBRARY. (2) DEVELOP FUTURE PROFESSIONALS: MEASURE OUR ENGAGEMENT WITH TOP EMPLOYERS of CFA CHARTERHOLDERS and IMPROVE THESE SCORES OVER TIME. BUILD BRAND AWARENESS THROUGH MARKETING, SOCIAL MEDIA, and PARTNERSHIPS. (3) BUILD MARKET INTEGRITY: SUPPORT FINANCIAL LITERACY IN OUR COMMUNITY THROUGH PARTNERSHIPS and VOLUNTEER OPPORTUNITIES. BUILD RELATIONSHIPS WITH LOCAL UNIVERSITIES and SUPPORT STUDENTS WHO ARE STUDYING for or CONSIDERING THE CFA EXAMS. ENCOURAGE A DIVERSITY of GENDER, RACE, and THOUGHT.
Financial picture
About this charity
- Recognized since
- January 1967
- Location
- 33 N LASALLE ST 910, CHICAGO, IL 60602
- County
- Cook
- In care of
- CARLA NORFLEET TAYLOR
- Primary officer
- CARLA NORFLEET TAYLOR, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- September 1, 2024
- Return type
- 990
- Tax preparer
- MANN WEITZ & ASSOCIATES LLC
- NTEE classification
- Education (B)
- IRS tax category
- Education
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 06
- Affiliation
- 3
- Classification
- 2000
- Deductibility
- 2
- Activity
- 161180059
- Organization
- 1