CFA SOCIETY OF DALLASFORT WORTH
12900 PRESTON ROAD 1210, DALLAS, TX 752301330 www.cfadfw.org

Total Revenue
$458,580
Total Expenses
$391,184
Net Assets
$615,151

Organizations Filed Purposes: PROMOTION OF ETHICAL PRACTICES

THE ORGANIZATION CONDUCTS A REVIEW AND STUDY COURSE FOR THE CHARTERED FINANCIAL ANALYST EXAM

THE ORGANIZATION SUPPORTS VARIOUS FUND RAISING EVENTS DURING THE YEAR TO PROMOTE THE CFA DESIGNATION AND TO RAISE MONIES FOR ORGANIZATION USE. SUCH EVENTS INCLUDE (1) THE FORECAST DINNER, (2) EDUCATION PROGRAMS, AND (3) VARIOUS OTHER EVENTS. TWENTY THREE TOTAL EVENTS WERE HELD WITH ATTENDANCE RANGING FROM 14 TO 243 ATTENDEES.

THE ORGANIZATION DONATED FUNDS TO THE NORTH TEXAS FOOD BANK IN APRIL 2020 DUE TO THE DEMAND FOR FOOD FOR PERSONS AFFECTED BY THE COVID SHUT-DOWN.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Brittny AllredDirector1$0
Luis LemusDIRECTOR1$0
Lisa McdanielWOMEN INITIATIV1$0
John HarrisCFA REVIEW1$0
Michael YeagerPAST PRESIDENT1$0
Kim AbmeyerPRESIDENT1$0
Todd TruittVP-MEMBERSHIP1$0
Julie TolerPAST PRESIDENT1$0
Greg StuecheliCO-CHR-PROGRAMS1$0
Paul OlschwangerLEADERSHIP DEVT1$0
Harvey RosenblumDirector1$0
Michelle PryorDirector1$0
Wendy MessmannSecretary1$0
Joe MartinezPAST PRESIDENT1$0
Brandon TroegleUNIV. RELATIONS1$0
Lyndon WesterbergSAB CHAIR1$0
Michael HasenauerDirector1$0
Shirley OgdenPAST PRESIDENT1$0
Tyler YoungTreasurer1$0
Steven HooserSPONSORSHIP1$0
Lauren MinchVP-EMPLR OUTRCH1$0
David V LewisADVOCACY CHMN1$0
Marilyn WileyDirector1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202043179349309184_public.xml