CFA Society of Louisville
Pub 78

CFA Society of Louisville
Pub 78

Louisville, KY, US
501(c)
EIN
90-0838184

CFA Society of Louisville
Pub 78

Louisville, KY, US
501(c)
EIN
90-0838184

Overview

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Fiscal Year Start

Sep 1

Organization Type

Grantseeker

AI Summary

CFA Society of Louisville is a nonprofit organization focused on promoting ethical and professional standards within the investment industry. With an operating budget of $58.6K and total revenue of $56.9K for the filing year 2025, the society facilitates professional development through the CFA program and encourages open exchange of information and opinions. It is noteworthy that a significant portion of its revenue comes from an unknown source, which constitutes over 50% of its total funding.

Mission Statement

CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions.
Revenues

$56.9K

Expenses

$58.6K

Net Income:
-$1.7K
Assets

$346.7K

Liabilities

$0

Net Assets:
+$346.7K
Operating Budget

$58.6K

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
$26.6K
Largest grant received
$26.6K
K
Keith Blakely
Board Member
C
Chris Meng
Board Member
R
Rob Robertson
Board Member

Frequently Asked Questions

What is CFA Society of Louisville’s budget?
In 2025, CFA Society of Louisville reported an annual operating budget of around $59 thousand. More detailed financial information is available to registered users.
What causes does CFA Society of Louisville support?
CFA Society of Louisville supports work in Public affairs.
Where does CFA Society of Louisville operate?
CFA Society of Louisville is headquartered in Louisville, KY.
Who funded CFA Society of Louisville recently?
In 2024, CFA Society of Louisville 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 Louisville received in 2024?
The largest grant to CFA Society of Louisville in 2024 exceeds $27 thousand.
Overview
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