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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Community Improvement & Capacity Building CFA Society of Alabama Inc.

CFA Society of Alabama Inc.

Fiscal year ending 2025. Filed on October 31, 2025.

2712 18th Place South
Birmingham, Alabama 35209

CFA Society of Alabama Inc. (EIN: 63-1064381) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2025 IRS Form 990 filing, CFA Society of Alabama Inc., a 501(c)(6) business league, reported compensation for 11 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$70,445

Expenses

$64,239

Employee compensation

$8,875
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Vallery N Brown, Cfa
President
$0
Trey Cartledge, Cfa
Director
$0
Steven Elseroad, Cfa
Treasurer
$0
Justin T Ogletree, Cfa
Director
$0
Santosh Singh, Cfa
Director
$0
Dr Robert Brooks, Cfa
Director
$0
Stephen Daniels, Cfa
Director
$0
Justin Mayfield, Cfa
Director
$0
Michael D Anderson, Cfa
Director
$0
Adrian Hughes, Cfa
Secretary
$0
Ivan Truss, Cfa
Vice President
$0

Benchmark Employee Compensation

Mission Statement

THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE PROFESSIONAL GOALS AND PROFESSIONAL DEVELOPMENT OF PERSONS IN THE STATE OF ALABAMA WHO ARE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS, TEACHING THE PRACTICE OF FINANCIAL ANALYSIS, OR SUPERVISING THOSE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS AND PROVIDE EDUCATION ABOUT, ENCOURAGE ADHERENCE TO, AND ENFORCE COMPLIANCE WITH THE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT OF THE ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH.

Revisions to this organization profile

October 31, 2025:
2025 CFA Society of Alabama Inc. 990 filed
November 12, 2024:
2024 CFA Society of Alabama Inc. 990 filed
November 13, 2023:
2023 CFA Society of Alabama Inc. 990 filed

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