Nonprofit · EIN 58-1105110
CFA SOCIETY ATLANTA INC
Also known as APRIL DRESLINSKI
Tax-exempt · ATLANTA, GA 30339
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $562,336 | $484,706 | $77,630 | $1,089,617 | $92,536 | $997,081 |
| June 30, 2024 | 990 | $538,158 | $496,409 | $41,749 | $954,897 | $66,648 | $888,249 |
| June 30, 2023 | 990 | $397,823 | $309,116 | $88,707 | $937,839 | $138,623 | $799,216 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,000
- Program service revenue
- $488,027
- Investment income
- $59,170
- Other revenue
- $6,139
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,980
- Program services (functional)
- $413,641
- Management and general (functional)
- $71,065
Balance sheet and other
- Total assets, start of year
- $954,897
- Total assets, end of year
- $1,089,617
- Total liabilities, end of year
- $92,536
- Net assets, end of year
- $997,081
- Publicly traded securities
- $741,229
- Net assets without donor restrictions
- $997,081
- Gross receipts
- $562,336
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1960
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY FORD | CONTRACT- E.D. Officer | 40 | $99,104 |
| BILL ANNIS | President Trustee or director, Officer | 2.3 | $0 |
| REX MACEY | EXEC VP/GOV.CH. Trustee or director, Officer | 2.3 | $0 |
| SCOTT ROBERTS | VP - PROGRAMS Trustee or director, Officer | 2.3 | $0 |
| DAVID RILEY | VP - EDUCATION Trustee or director, Officer | 2.3 | $0 |
| ANDRETTA WEAVER | Past Treasurer Trustee or director, Officer | 2.3 | $0 |
| GREGORY GOODSON | Secretary Trustee or director, Officer | 2.3 | $0 |
| ROBERT THOMPSON | Trustee Trustee or director | 2.3 | $0 |
| CHARLIE WATERMAN | Trustee Trustee or director | 2.3 | $0 |
| AMANDA COGAR | Treasurer Trustee or director | 2.3 | $0 |
| STEPHANIE LANG | Trustee Trustee or director | 2.3 | $0 |
| JUAN MENDEZ | Trustee Trustee or director | 2.3 | $0 |
| DUNCAN HENSLEY | Trustee Trustee or director | 2.3 | $0 |
| CHRIS WILSON | Trustee Trustee or director | 2.3 | $0 |
| MICHELLE CHENG | Trustee Trustee or director | 2.3 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ YIN | Trustee Trustee or director | 2.3 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY FORD | CONTRACT- E.D. Officer | 40 | $100,042 |
| ROBERT THOMPSON | President Trustee or director, Officer | 2.3 | $0 |
| CHARLES GORDON WATERMAN | EXEC VP/GOV.CH. Trustee or director, Officer | 2.3 | $0 |
| HUNTER PIERPONT | VP - PROGRAMS Trustee or director, Officer | 2.3 | $0 |
| DAVID RILEY | VP - EDUCATION Trustee or director, Officer | 2.3 | $0 |
| ANDRETTA WEAVER | Treasurer Trustee or director, Officer | 2.3 | $0 |
| GREGORY GOODSON | Secretary Trustee or director, Officer | 2.3 | $0 |
| AARON TANNER JACOBSON SWANSON | Trustee Trustee or director | 2.3 | $0 |
| STEPHANIE LANG | Trustee Trustee or director | 2.3 | $0 |
| JUAN MENDEZ | Trustee Trustee or director | 2.3 | $0 |
| DUNCAN HENSLEY | Trustee Trustee or director | 2.3 | $0 |
| CHRISTIAN WILSON | Trustee Trustee or director | 2.3 | $0 |
| PAUL ENGLISH | Trustee Trustee or director | 2.3 | $0 |
| MICHELLE CHENG | Trustee Trustee or director | 2.3 | $0 |
| LIZ YIN | Trustee Trustee or director | 2.3 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY FORD | CONTRACT- E.D. Officer | 40 | $95,018 |
| CHARLES GORDON WATERMAN | President Trustee or director, Officer | 2.3 | $0 |
| CHRISTIAN WILSON | EXEC VP/GOV.CH. Trustee or director, Officer | 2.3 | $0 |
| ROBERT THOMPSON | VP - PROGRAMS Trustee or director, Officer | 2.3 | $0 |
| HUNTER PIERPONT | VP - EDUCATION Trustee or director, Officer | 2.3 | $0 |
| ANDRETTA WEAVER | Treasurer Trustee or director, Officer | 2.3 | $0 |
| GREGORY GOODSON | Secretary Trustee or director, Officer | 2.3 | $0 |
| AARON TANNER JACOBSON SWANSON | PAST PRESIDENT Trustee or director, Officer | 2.3 | $0 |
| MARILYN M KIMBALL | Trustee Trustee or director | 2.3 | $0 |
| DAVID RILEY | Trustee Trustee or director | 2.3 | $0 |
| JUAN MENDEZ | Trustee Trustee or director | 2.3 | $0 |
| CHRISTINE WINK MACKAY | Trustee Trustee or director | 2.3 | $0 |
| ARMOND REESE | Trustee Trustee or director | 2.3 | $0 |
| BILL ANNIS | Trustee Trustee or director | 2.3 | $0 |
Address and contacts
- Address (IRS master file)
- 4355 COBB PKWY SE STE J PMB 533, ATLANTA, GA 30339-4659
- Principal officer (990 for 2024)
- AMANDA COGAR, 4355 COBB PARKWAY J-533, ATLANTA, GA 30339
- Signed the 990
- AMANDA COGAR, Treasurer
- Phone
- (678) 324-8474
- Website
- cfaatlanta.org
- Return prepared by
- Hezlep Nonprofit Advisors
Mission
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.
Program accomplishments
- The Organization 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.Expenses $403,641 · grants $10,000 · revenue $488,027
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1105110
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,089,617
- Income (IRS master file)
- $562,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $562,336 | $484,706 | $1,089,617 | IRS |
| 990 | June 2024 | $538,158 | $496,409 | $954,897 | XML |
| 990 | June 2023 | $397,823 | $309,116 | $937,839 | XML |
| 990 | June 2022 | $382,796 | $373,282 | $845,251 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1105110).
Questions about CFA SOCIETY ATLANTA INC
- What is the EIN of CFA SOCIETY ATLANTA INC?
- The employer identification number (EIN) of CFA SOCIETY ATLANTA INC is 58-1105110.
- Is CFA SOCIETY ATLANTA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1972.
- Are donations to CFA SOCIETY ATLANTA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY ATLANTA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY ATLANTA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY ATLANTA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY ATLANTA INC?
- The 990 for the year ended June 30, 2025 names AMANDA COGAR.
- Who are the officers and directors of CFA SOCIETY ATLANTA INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $99,104 (CATHY FORD, CONTRACT- E.D.).
- How much revenue does CFA SOCIETY ATLANTA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $562,336, expenses of $484,706 and total assets of $1,089,617 at year end.
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