Overview

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Est.

1943

Fiscal Year Start

Jul 1

Organization Type

Grantseeker

AI Summary

CFA Society Philadelphia Inc is a nonprofit organization dedicated to the career advancement of professionals in the finance sector. With an operating budget of $683.9K and total revenue of $629.4K for the filing year 2025, the organization is supported by a significant funder, which contributes $54.2M, indicating a reliance on a single source for a substantial portion of its revenue. More information can be found on their website at www.cfaphil.org.

Mission Statement

CAREER ADVANCEMENT OF PROFESSIONALS
Revenues
$629.4K
Expenses
$683.9K
Net Income:
-$54.5K
Assets
$1M
Liabilities
$269.2K
Net Assets:
+$755.1K
Operating Budget
$683.9K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
1
Median grant size
$134.8K
Largest grant received
$134.8K
P
Peter Conners
Board Member
A
Andrew d'AMICO
Board Member
A
Aaron Filbeck
Board Member

Frequently Asked Questions

What is CFA SOCIETY PHILADELPHIA INC’s budget?
In 2025, CFA SOCIETY PHILADELPHIA INC reported an annual operating budget of around $684 thousand. More detailed financial information is available to registered users.
Where does CFA SOCIETY PHILADELPHIA INC operate?
CFA SOCIETY PHILADELPHIA INC is headquartered in Philadelphia, PA.
Who funded CFA SOCIETY PHILADELPHIA INC recently?
In 2024, CFA SOCIETY PHILADELPHIA INC received grants from CFA INSTITUTE, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA SOCIETY PHILADELPHIA INC received in 2024?
The largest grant to CFA SOCIETY PHILADELPHIA INC in 2024 exceeds $135 thousand.