THE CFA SOCIETY OF NEW MEXICOPub 78
Pub 78
AI Summary
The CFA Society of New Mexico is a nonprofit organization dedicated to advancing the investment profession by promoting the highest standards of ethics, education, and professional excellence for the benefit of society. With an operating budget of $52.6K and total revenue of $55.5K for the filing year 2025, the organization relies heavily on a single funder, which contributed $54.2M. More information can be found on their website at www.cfasociety.org/newmexico.
Mission Statement
TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
Cause Areas
1
Business promotion
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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
$355.6K
< 1%
Frequently Asked Questions
What is THE CFA SOCIETY OF NEW MEXICO’s budget?
In 2025, THE CFA SOCIETY OF NEW MEXICO reported an annual operating budget of around $53 thousand. More detailed financial information is available to registered users.
What causes does THE CFA SOCIETY OF NEW MEXICO support?
THE CFA SOCIETY OF NEW MEXICO supports work in Business promotion.
Where does THE CFA SOCIETY OF NEW MEXICO operate?
THE CFA SOCIETY OF NEW MEXICO is headquartered in Albuquerque, NM.
Who funded THE CFA SOCIETY OF NEW MEXICO recently?
In 2024, THE CFA SOCIETY OF NEW MEXICO 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 THE CFA SOCIETY OF NEW MEXICO received in 2024?
The largest grant to THE CFA SOCIETY OF NEW MEXICO in 2024 exceeds $22 thousand.