CFA Society Atlanta Inc
CFA Society Atlanta Inc's network
14 people6 organisationsi14 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aaron Tanner Jacobson Swanson | Trustee | 2021 | 5 yrs |
| Andretta Weaver | Treasurer | 2018 | 8 yrs |
| Charles Gordon Waterman | Exec VP/Gov.Ch. | 2021 | 5 yrs |
| Christian Wilson | Trustee | 2021 | 5 yrs |
| David Riley | VP - Education | 2022 | 4 yrs |
| Duncan Hensley | Trustee | 2024 | 2 yrs |
| Gregory Goodson | Company secretary | 2023 | 3 yrs |
| Hunter Pierpont | VP - Programs | 2022 | 4 yrs |
| Juan Mendez | Trustee | 2023 | 3 yrs |
| LIZ YIN | Trustee | 2024 | 2 yrs |
| Michelle Cheng | Trustee | 2024 | 2 yrs |
| Paul English | Trustee | 2024 | 2 yrs |
| Robert Thompson | President | 2022 | 4 yrs |
| Stephanie Lang | Trustee | 2024 | 2 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Cathy Ford | Contract- E.D. | since 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Cathy Ford | Contract- E.D. | 40 | $99k | ||
| Bill Annis | President | 2.3 | $0 | ||
| Rex Macey | Exec VP/Gov.Ch. | 2.3 | $0 | ||
| Scott Roberts | VP - Programs | 2.3 | $0 | ||
| David Riley | VP - Education | 2.3 | $0 | ||
| Andretta Weaver | Past Treasurer | 2.3 | $0 | ||
| Gregory Goodson | Secretary | 2.3 | $0 | ||
| Robert Thompson | Trustee | 2.3 | $0 | ||
| Charlie Waterman | Trustee | 2.3 | $0 | ||
| Amanda Cogar | Treasurer | 2.3 | $0 | ||
| Stephanie Lang | Trustee | 2.3 | $0 | ||
| Juan Mendez | Trustee | 2.3 | $0 | ||
| Duncan Hensley | Trustee | 2.3 | $0 | ||
| Chris Wilson | Trustee | 2.3 | $0 | ||
| Michelle Cheng | Trustee | 2.3 | $0 | ||
| Liz Yin | Trustee | 2.3 | $0 |
About
- Legal name
- Cfa Society Atlanta Inc
- EIN
- 581105110
- Address
- 4355 Cobb Pkwy Se Ste J PMB 533, Atlanta, GA, 30339-4659
- State
- Georgia
- 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. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 6 (IRS master file code)
- Formed
- 1960
- Principal officer
- Amanda Cogar (as named on the Form 990)
- IRS ruling date
- 1 January 1972
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsAndretta Weaver
≥5years on the filingsAaron Tanner Jacobson Swanson
≥5years on the filingsCharles Gordon Waterman
≥5years on the filingsChristian Wilson
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $1.1m
- Total liabilities
- $93k
- Net assets or fund balances
- $997k
- Contributions and grants received
- $9k
- Program service revenue
- $488k
- Grants and similar paid out
- $10k
- Employees
- 0
- Volunteers
- 50
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $538k | $496k | $42k |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Asfip Foundation Inc | $10k |