Overview

Sign up for

Fiscal Year Start

Jul 1

Organization Type

Grantseeker

AI Summary

CFA Society of Pittsburgh is a nonprofit organization dedicated to advancing the regional investment profession through educational and career development opportunities for financial professionals, the community, and students. With an operating budget of $176.8K and total revenue of $179.1K for the filing year 2024, the organization promotes ethical standards and professional development, particularly through the Chartered Financial Analyst (CFA) program. Notably, it relies on a significant funder, with approximately 30% of its revenue attributed to an unknown source. For more information, visit www.cfasociety.org/pittsburgh.

Mission Statement

THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS.
Revenues
$179.1K
Expenses
$176.8K
Net Income:
+$2.3K
Assets
$357.3K
Liabilities
$0
Net Assets:
+$357.3K
Operating Budget
$176.8K
Operating Budget by Year

Due Diligence

Are you a grantmaker?
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
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
plg-image
plg-image
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
Total No. of Grants
1
Median grant size
$51.8K
Largest grant received
$51.8K
D
Dina Muth
Board Member
G
Gene Natali Jr
Board Member
E
Eric Fencil
Board Member

Frequently Asked Questions

What is CFA SOCIETY OF PITTSBURGH’s budget?
In 2024, CFA SOCIETY OF PITTSBURGH reported an annual operating budget of around $177 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETY OF PITTSBURGH support?
CFA SOCIETY OF PITTSBURGH supports work in Business promotion.
Where does CFA SOCIETY OF PITTSBURGH operate?
CFA SOCIETY OF PITTSBURGH is headquartered in Pittsburgh, PA.
Who funded CFA SOCIETY OF PITTSBURGH recently?
In 2024, CFA SOCIETY OF PITTSBURGH 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 OF PITTSBURGH received in 2024?
The largest grant to CFA SOCIETY OF PITTSBURGH in 2024 exceeds $52 thousand.