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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 Naples Inc

CFA Society of Naples Inc

Fiscal year ending 2018. Filed on October 29, 2018.

28609 San Lucas Ln
Bonita Springs, Florida 34135

CFA Society of Naples Inc (EIN: 59-3405436) has filed an IRS Form 990 between fiscal years 2017 and 2025. In its fiscal year 2018 IRS Form 990 filing, CFA Society of Naples Inc, a 501(c)(6) business league, reported compensation for 12 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$68,293

Expenses

$75,372

Employee compensation

$1,887
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jack Clark
President
$0
Christopher Squittieri
Director
$0
Leroy Munster
Vice President
$0
Jenny Lynn Dunn
Director
$0
Jean Gruss
Director
$0
Serge Ecityan
Secretary
$0
Travis Jones
Director
$0
Omar Bhangia
Director
$0
Wayne Elmore
Director
$0
Jack Brown
Director
$0
Richard Smith
Treasurer
$0
Andrew Hill
Director
$0

Benchmark Employee Compensation

Non-Employee Board Members

No board members were reported during this fiscal year.

Mission Statement

To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.

Revisions to this organization profile

December 18, 2025:
2025 CFA Society of Naples Inc 990 filed
December 11, 2023:
2023 CFA Society of Naples Inc 990 filed
January 9, 2023:
2022 CFA Society of Naples Inc 990 filed

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