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EIN 61-1572381

Cfa Miami

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Miami
State
Florida
Year formed
2009
Most recent tax filings
2023-06-01
NTEE code, primary
S40: Business and Industry
Description
Cfa Miami promotes local investment management professionals through a series of educational and networking events. These programs aim to develop the skills and knowledge of investment professionals in the area, as well as provide opportunities for them to connect and collaborate with each other.
Total revenues
$158,395
2023
Total expenses
$181,513
2023
Total assets
$197,463
2023
Num. employees
n/a

Who funds Cfa Miami

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$54,035

Personnel at Cfa Miami

NameTitleCompensation
Guillermo RodriguezTreasurer$0
Lloyd MacEdoPresident / Treasurer$0

Financials for Cfa Miami

RevenuesFYE 06/2023
Total grants, contributions, etc.$90,003
Program services$63,426
Membership dues$90,003
Investment income and dividends$4,966
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$158,395

Form 990s for Cfa Miami

Fiscal year endingDate received by IRSFormPDF link
2021-062022-05-16990EZView PDF
2020-062021-04-21990EZView PDF
2019-062019-12-27990EOView PDF
2018-062019-09-19990EOView PDF
2017-062017-12-06990EOView PDF
...and 5 more Form 990s
Data update history
May 12, 2023
Updated personnel
Identified 1 new personnel
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $48,953 from CFA Institute
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
March 8, 2021
Used new vendors
Identified 1 new vendor, including
March 6, 2021
Updated personnel
Identified 10 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 960901
Miami, FL 33296
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Miami-Dade County, FL
Phone
(305) 308-8804
IRS details
EIN
61-1572381
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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