2025-03-04T03:02:43-08:00 2024-06-30 922053187 Blad & Hezlep LLC 1832 Independence Sq Atlanta GA 30338 990 2023-07-01 581105110 CFA SOCIETY ATLANTA INC CFAS 6783248474 4355 COBB PARKWAY J-533 ATLANTA GA 30339 ANDRETTA WEAVER Treasurer 2025-03-04 true true ADAM HEZLEP P03216230 7705127600 X 2023 2025-03-06 01:10:19Z ANDRETTA WEAVER 4355 COBB PARKWAY J-533 ATLANTA GA 30339 538158 false X cfaatlanta.org X 1960 GA to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. 14 14 0 14 0 7000 7500 367337 493995 20848 30908 2638 5755 397823 538158 10000 20000 0 0 0 0 299116 476409 309116 496409 88707 41749 937839 954897 138623 66648 799216 888249 The Organization was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. false false 431518 20000 493995 The provided the investment practitioner with educational/specialized learning opportunities, advanced studies, and information on new developments in investments and financial management. Additionally, the Organization's activities promote high standards of professional conduct among its members. 431518 false false false true false false false false false true false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false true 8 0 true 0 false false false false false false false false X 14 14 false true false false true true false true true false false true true true true true true true false false GA X CATHY FORD 6783248474 4355 COBB PARKWAY ATLANTA GA 30339 CATHY FORD CONTRACT- E.D. 40.00 0.00 X 100042 0 0 ROBERT THOMPSON President 2.30 0.00 X X 0 0 0 CHARLES GORDON WATERMAN EXEC VP/GOV.CH. 2.30 0.00 X X 0 0 0 HUNTER PIERPONT VP - PROGRAMS 2.30 0.00 X X 0 0 0 DAVID RILEY VP - EDUCATION 2.30 0.00 X X 0 0 0 ANDRETTA WEAVER Treasurer 2.30 0.00 X X 0 0 0 GREGORY GOODSON Secretary 2.30 0.00 X X 0 0 0 AARON TANNER JACOBSON SWANSON Trustee 2.30 0.00 X 0 0 0 STEPHANIE LANG Trustee 2.30 0.00 X 0 0 0 JUAN MENDEZ Trustee 2.30 0.00 X 0 0 0 DUNCAN HENSLEY Trustee 2.30 0.00 X 0 0 0 CHRISTIAN WILSON Trustee 2.30 0.00 X 0 0 0 PAUL ENGLISH Trustee 2.30 0.00 X 0 0 0 MICHELLE CHENG Trustee 2.30 0.00 X 0 0 0 LIZ YIN Trustee 2.30 0.00 X 0 0 0 100042 1 false false false 0 7500 7500 CFA INST REIMBURSEMENT 97307 97307 CFA REVIEW TUITION 214 214 MEETING/OTHER FEES 202784 202784 Membership Dues & Assessments 193690 193690 493995 30908 30908 0 0 0 0 0 0 0 misc 5755 5755 5755 538158 499750 30908 20000 20000 0 0 0 0 0 0 0 0 0 106288 53144 53144 0 6881 6881 0 0 0 0 224 224 0 6597 6093 504 0 0 0 0 349843 349601 242 0 0 0 0 OTHER 4133 2456 1677 BANK CHARGES 2443 2443 0 496409 431518 64891 0 326418 283022 0 0 0 0 0 0 0 14455 9289 6750 6750 0 596966 662586 0 0 0 0 937839 954897 32710 12993 105913 53655 138623 66648 X 799216 888249 799216 888249 937839 954897 41749 47284 X true X false true false false false true false 6750 6750 X Part X : FIN48 Footnote The Organization recognizes the tax benefit from an uncertain tax position only, if it is more than likely than not the tax position will be sustained on examination by the taxing authority, based on technical merits of the position. As of June 30, 2024 and 2023, there were no known items that would result in a material accrual related to where the Organization has federal or state attributable tax positions. Generally, tax authorities have three years to examine a filing from the later of the filing date or the extended due date of the filing. false ASFIP FOUNDATION INC 4279 ROSWELL RD SUITE 208 ATLANTA GA 30342 475514105 20000 0 1 0 Form 990, Part VI, Section A, Line 3 The Company's ED has independent contract. Form 990, Part VI, Section A, Line 6 The Company has near 1,600 members in 2023. Form 990, Part VI, Section B, Line 11b ELECTRONIC COPY OF THE FORM 990 PROVIDED TO THE FINANCE COMMITTEE PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c The Board requires full disclosure of all actual and potential conflicts of interest by all covered individuals through the annual conflict disclosure form. Form 990, Part VI, Section B, Line 15a ORGANIZATION MAINTAINS NO EMPLOYEES BUT CONTRACTS FOR SUPPORT SERVICES. Compensation Committee of the Board reviews and negotiates compensation based on comparable market data and awareness of embedded contract escalators. Form 990, Part VI, Section C, Line 19 UPON REQUEST ASFIP FOUNDATION INC 4355 COBB PARKWAY ATLANTA GA 30339 475514105 CHARITABLE- ENHANCE INVESTMENT KNOWLEDGE GA 501(C)(3) 17O(b)(1)(A)(vi) NA false false true false false false false false false false false false false false false false false false false false ASFIP FOUNDATION INC b 20000 CASH