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Employer Identification Number 58-1105110

ATLANTA SOCIETY OF FINANCIAL ANALYSTS is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:ATLANTA SOCIETY OF FINANCIAL ANALYSTS
Employer identification number (EIN):58-1105110
EIN Issuing AuthorityBrookhaven, NY
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission Statementto 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.
Number of Employees0
Number of Volunteers16
Year Formed1960

Organization Governance

Legal DomicileGA
Voting Members - Governing Body16
Voting Members - Independent16

Organization Financials

2024-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 367,337
Program Service Revenue from current yearUSD $ 493,995
Investment Income from prior yearUSD $ 20,848
Investment Income from current yearUSD $ 30,908
Other Revenue from prior yearUSD $ 2,638
Other Revenue from current yearUSD $ 5,755
Gross receipts from all sourcesUSD $ 538,158
Net assets / fund balances at end of fiscal yearUSD $ 888,249
Net assets / fund balances at beginning of fiscal yearUSD $ 799,216
Total liabilities at end of fiscal yearUSD $ 66,648
Total liabilities at beginning of fiscal yearUSD $ 138,623
Total assets at end of fiscal yearUSD $ 954,897
Total assets at beginning of fiscal yearUSD $ 937,839
Revenues less expenses for current yearUSD $ 41,749
Revenues less expenses for previous yearUSD $ 88,707
Total expenses for current yearUSD $ 496,409
Total expenses for previous yearUSD $ 309,116
Other expenses in current yearUSD $ 476,409
Other expenses in previous yearUSD $ 299,116
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 20,000
Grants and similar amounts paid in previous yearUSD $ 10,000
Total revenue in current fiscal yearUSD $ 538,158
Total revenue in previous fiscal yearUSD $ 397,823
Contributions and grants from current yearUSD $ 7,500
Contributions and grants from previous yearUSD $ 7,000
Total of other revenueUSD $ 5,755
2023-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 362,635
Program Service Revenue from current yearUSD $ 367,337
Investment Income from prior yearUSD $ 13,161
Investment Income from current yearUSD $ 20,848
Other Revenue from current yearUSD $ 2,638
Gross receipts from all sourcesUSD $ 397,823
Net assets / fund balances at end of fiscal yearUSD $ 799,216
Net assets / fund balances at beginning of fiscal yearUSD $ 677,890
Total liabilities at end of fiscal yearUSD $ 138,623
Total liabilities at beginning of fiscal yearUSD $ 167,361
Total assets at end of fiscal yearUSD $ 937,839
Total assets at beginning of fiscal yearUSD $ 845,251
Revenues less expenses for current yearUSD $ 88,707
Revenues less expenses for previous yearUSD $ 9,514
Total expenses for current yearUSD $ 309,116
Total expenses for previous yearUSD $ 373,282
Other expenses in current yearUSD $ 299,116
Other expenses in previous yearUSD $ 363,282
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 10,000
Grants and similar amounts paid in previous yearUSD $ 10,000
Total revenue in current fiscal yearUSD $ 397,823
Total revenue in previous fiscal yearUSD $ 382,796
Contributions and grants from current yearUSD $ 7,000
Contributions and grants from previous yearUSD $ 7,000
Total of other revenueUSD $ 2,638
2022-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 292,156
Program Service Revenue from current yearUSD $ 362,635
Investment Income from prior yearUSD $ 23,403
Investment Income from current yearUSD $ 13,161
Other Revenue from prior yearUSD $ 60
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 382,796
Net assets / fund balances at end of fiscal yearUSD $ 677,890
Net assets / fund balances at beginning of fiscal yearUSD $ 765,177
Total liabilities at end of fiscal yearUSD $ 167,361
Total liabilities at beginning of fiscal yearUSD $ 238,102
Total assets at end of fiscal yearUSD $ 845,251
Total assets at beginning of fiscal yearUSD $ 1,003,279
Revenues less expenses for current yearUSD $ 9,514
Revenues less expenses for previous yearUSD $ 161,835
Total expenses for current yearUSD $ 373,282
Total expenses for previous yearUSD $ 158,534
Other expenses in current yearUSD $ 363,282
Other expenses in previous yearUSD $ 148,534
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 10,000
Grants and similar amounts paid in previous yearUSD $ 10,000
Total revenue in current fiscal yearUSD $ 382,796
Total revenue in previous fiscal yearUSD $ 320,369
Contributions and grants from current yearUSD $ 7,000
Contributions and grants from previous yearUSD $ 4,750
Total of other revenueUSD $ 0
2021-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 751,897
Program Service Revenue from current yearUSD $ 292,156
Investment Income from prior yearUSD $ 39,165
Investment Income from current yearUSD $ 23,403
Other Revenue from prior yearUSD $ 272
Other Revenue from current yearUSD $ 60
Gross receipts from all sourcesUSD $ 320,369
Net assets / fund balances at end of fiscal yearUSD $ 765,177
Net assets / fund balances at beginning of fiscal yearUSD $ 611,996
Total liabilities at end of fiscal yearUSD $ 238,102
Total liabilities at beginning of fiscal yearUSD $ 300,066
Total assets at end of fiscal yearUSD $ 1,003,279
Total assets at beginning of fiscal yearUSD $ 912,062
Revenues less expenses for current yearUSD $ 161,835
Revenues less expenses for previous yearUSD $ 198,115
Total expenses for current yearUSD $ 158,534
Total expenses for previous yearUSD $ 605,869
Other expenses in current yearUSD $ 148,534
Other expenses in previous yearUSD $ 605,869
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 10,000
Total revenue in current fiscal yearUSD $ 320,369
Total revenue in previous fiscal yearUSD $ 803,984
Contributions and grants from current yearUSD $ 4,750
Contributions and grants from previous yearUSD $ 12,650
Total of other revenueUSD $ 60
2020-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 384,946
Program Service Revenue from current yearUSD $ 751,897
Investment Income from prior yearUSD $ 28,980
Investment Income from current yearUSD $ 39,165
Other Revenue from current yearUSD $ 272
Gross receipts from all sourcesUSD $ 803,984
Net assets / fund balances at end of fiscal yearUSD $ 611,996
Net assets / fund balances at beginning of fiscal yearUSD $ 413,881
Total liabilities at end of fiscal yearUSD $ 300,066
Total liabilities at beginning of fiscal yearUSD $ 288,211
Total assets at end of fiscal yearUSD $ 912,062
Total assets at beginning of fiscal yearUSD $ 702,092
Revenues less expenses for current yearUSD $ 198,115
Revenues less expenses for previous yearUSD $ 74,713
Total expenses for current yearUSD $ 605,869
Total expenses for previous yearUSD $ 351,763
Other expenses in current yearUSD $ 605,869
Other expenses in previous yearUSD $ 351,763
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 803,984
Total revenue in previous fiscal yearUSD $ 426,476
Contributions and grants from current yearUSD $ 12,650
Contributions and grants from previous yearUSD $ 12,550
Total of other revenueUSD $ 272
2018-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 338,128
Program Service Revenue from current yearUSD $ 363,108
Investment Income from prior yearUSD $ 3,596
Investment Income from current yearUSD $ 769
Other Revenue from prior yearUSD $ 222
Other Revenue from current yearUSD $ 180
Gross receipts from all sourcesUSD $ 374,907
Net assets / fund balances at end of fiscal yearUSD $ 339,168
Net assets / fund balances at beginning of fiscal yearUSD $ 332,223
Total liabilities at end of fiscal yearUSD $ 52,448
Total liabilities at beginning of fiscal yearUSD $ 41,370
Total assets at end of fiscal yearUSD $ 391,616
Total assets at beginning of fiscal yearUSD $ 373,593
Revenues less expenses for current yearUSD $ 6,945
Revenues less expenses for previous yearUSD $ 6,751
Total expenses for current yearUSD $ 367,962
Total expenses for previous yearUSD $ 345,045
Other expenses in current yearUSD $ 367,962
Other expenses in previous yearUSD $ 345,045
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 374,907
Total revenue in previous fiscal yearUSD $ 351,796
Contributions and grants from current yearUSD $ 10,850
Contributions and grants from previous yearUSD $ 9,850
Total of other revenueUSD $ 180
2017-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 334,952
Program Service Revenue from current yearUSD $ 338,128
Investment Income from prior yearUSD $ 8,320
Investment Income from current yearUSD $ 3,596
Other Revenue from prior yearUSD $ 81
Other Revenue from current yearUSD $ 222
Gross receipts from all sourcesUSD $ 351,796
Net assets / fund balances at end of fiscal yearUSD $ 332,223
Net assets / fund balances at beginning of fiscal yearUSD $ 325,472
Total liabilities at end of fiscal yearUSD $ 41,370
Total liabilities at beginning of fiscal yearUSD $ 34,394
Total assets at end of fiscal yearUSD $ 373,593
Total assets at beginning of fiscal yearUSD $ 359,866
Revenues less expenses for current yearUSD $ 6,751
Revenues less expenses for previous yearUSD $ -63,320
Total expenses for current yearUSD $ 345,045
Total expenses for previous yearUSD $ 416,423
Other expenses in current yearUSD $ 345,045
Other expenses in previous yearUSD $ 416,423
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 351,796
Total revenue in previous fiscal yearUSD $ 353,103
Contributions and grants from current yearUSD $ 9,850
Contributions and grants from previous yearUSD $ 9,750
Total of other revenueUSD $ 222
2015-06-30
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 303,186
Program Service Revenue from current yearUSD $ 319,275
Investment Income from prior yearUSD $ 6,496
Investment Income from current yearUSD $ 3,446
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 332,221
Net assets / fund balances at end of fiscal yearUSD $ 388,792
Net assets / fund balances at beginning of fiscal yearUSD $ 394,938
Total liabilities at end of fiscal yearUSD $ 57,691
Total liabilities at beginning of fiscal yearUSD $ 24,220
Total assets at end of fiscal yearUSD $ 446,483
Total assets at beginning of fiscal yearUSD $ 419,158
Revenues less expenses for current yearUSD $ -6,146
Revenues less expenses for previous yearUSD $ 31,602
Total expenses for current yearUSD $ 338,367
Total expenses for previous yearUSD $ 287,580
Other expenses in current yearUSD $ 337,367
Other expenses in previous yearUSD $ 286,580
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,000
Grants and similar amounts paid in previous yearUSD $ 1,000
Total revenue in current fiscal yearUSD $ 332,221
Total revenue in previous fiscal yearUSD $ 319,182
Contributions and grants from current yearUSD $ 9,500
Contributions and grants from previous yearUSD $ 9,500
Total of other revenueUSD $ 0

Other Company Names associated with EIN

ATLANTA SOCIETY OF FINANCE AND
CFA SOCIETY ATLANTA INC

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 581105110

USA Mailing Address
3227 SOUTH CHEROKEE LANE
WOODSTOCK
GA
30188
Date first seen: 2007-07-01
Date last seen: 2025-08-31
USA Mailing Address
4355 COBB PARKWAY
ATLANTA
GA
30339
Date first seen: 2007-01-01
Date last seen: 2025-08-31

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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