CFA Society of Naples IncPub 78
Pub 78
AI Summary
CFA Society of Naples Inc is a nonprofit organization dedicated to promoting ethical and professional standards within the investment industry, while encouraging professional development through the CFA Program and facilitating communication between the investment community and the public. With an operating budget of $84.3K and total revenue of $101K for the 2025 filing year, the organization is significantly supported by a top funder, which accounts for over 50% of its revenue. For more information, visit their website at www.cfanaples.org.
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.
Cause Areas
2
Economics
Trade
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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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Funder
Total Funding
Funding Share
CFA INSTITUTE
Charlottesville, VA, US
$308.8K
< 1%
Frequently Asked Questions
What is CFA Society of Naples Inc’s budget?
In 2025, CFA Society of Naples Inc reported an annual operating budget of around $84 thousand. More detailed financial information is available to registered users.
What causes does CFA Society of Naples Inc support?
CFA Society of Naples Inc supports work in Economics and Trade.
Where does CFA Society of Naples Inc operate?
CFA Society of Naples Inc is headquartered in Naples, FL.
Who funded CFA Society of Naples Inc recently?
In 2024, CFA Society of Naples 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 of Naples Inc received in 2024?
The largest grant to CFA Society of Naples Inc in 2024 exceeds $20 thousand.