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CFA Society New YORK INC

Trade
DBA: % DANIEL DAGEN
Trade Association · NEW YORK, NY · EIN 83-3591457
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About

The mission of CFA society new YORK is to serve the needs of ALL members and investment professionals and to educate the investing public.

In care of Daniel Dagen

Donations are NOT tax-deductible
Category
Trade Association
Employees
12
Volunteers
420

Financial Snapshot

FY ending 2023-08-31
Revenue
$4.7M
Expenses
$4.0M
Assets
$13.5M
Liabilities
$4.5M
CFA SOCIETY NEW YORK INC
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Address

1540 Broadway STE 1010
New YORK, NY, 10036-408

Governance

Voting board members12
Independent members12
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Used comp surveyYes
Board approved compYes

Financial detail (Schedule D)

Board-designated %100.0%
Endowment held by related orgNo
Public records
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