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EIN 59-3405436

CFA Society of Naples

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Naples
State
Florida
Year formed
2008
Most recent tax filings
2023-08-01
NTEE code, primary
S41: Promotion of Business
Description
Conducted ten luncheon, reception or dinner meetings with presentations and discussion on topical, relevant educational information to members and non-member guests.
Total revenues
$99,785
2023
Total expenses
$77,731
2023
Total assets
$197,933
2023
Num. employees
n/a

Who funds CFA Society of Naples

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$33,434

Personnel at CFA Society of Naples

NameTitleCompensation
Garrett KomiskeyTreasurer$0
Richard SmithPast Treasurer$0

Financials for CFA Society of Naples

RevenuesFYE 08/2023
Total grants, contributions, etc.$46,242
Program services$48,592
Membership dues$46,242
Investment income and dividends$4,951
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$99,785

Form 990s for CFA Society of Naples

Fiscal year endingDate received by IRSFormPDF link
2022-082023-01-09990EZView PDF
2021-082021-11-29990EZView PDF
2020-082021-04-21990EZView PDF
2019-082019-12-27990EOView PDF
2018-082018-12-22990EZView PDF
...and 2 more Form 990s
Data update history
June 22, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 17, 2023
Updated personnel
Identified 5 new personnel
June 13, 2023
Used new vendors
Identified 1 new vendor, including
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $36,167 from CFA Institute
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
801 Laurel Oak Dr 600
Naples, FL 34108
Metro area
Naples-Marco Island, FL
County
Collier County, FL
Website URL
cfanaples.org/ 
Phone
(813) 505-8288
IRS details
EIN
59-3405436
Fiscal year end
August
Taxreturn type
Form 990-EZ
Year formed
2008
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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