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EIN 30-0325375

CFA Society of South Florida

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Palm Beach Gardens
State
Florida
Year formed
2007
Most recent tax filings
2023-06-01
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
Description
Awareness of chartered financial analysts to the public and investor community. Foster professional analysis knowledge.
Total revenues
$103,273
2023
Total expenses
$127,702
2023
Total assets
$235,665
2023
Num. employees
n/a

Who funds CFA Society of South Florida

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$48,172

Personnel at CFA Society of South Florida

NameTitleCompensation
James B MurphyVice President$0
Ursula AugerExecutive Director$0
Anthony MilaneseDirector$0
Garrett GogginDirector / Treasurer and Vice President$0
Kamran FotouhiDirector$0
...and 2 more key personnel

Financials for CFA Society of South Florida

RevenuesFYE 06/2023
Total grants, contributions, etc.$59,478
Program services$42,372
Membership dues$59,478
Investment income and dividends$0
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$1,423
Total revenues$103,273

Form 990s for CFA Society of South Florida

Fiscal year endingDate received by IRSFormPDF link
2023-062023-10-25990EZView PDF
2022-062023-01-13990EZView PDF
2021-062021-12-30990EZView PDF
2020-062021-04-22990EZView PDF
2019-062019-12-26990EOView PDF
...and 9 more Form 990s
Data update history
June 17, 2023
Updated personnel
Identified 3 new personnel
May 26, 2023
Updated personnel
Identified 3 new personnel
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $64,685 from CFA Institute
June 29, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
March 3, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
6752 146th Rd North
Palm Beach Gardens, FL 33418
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Website URL
cfasociety.org/southflorida/pages/default.aspx 
Phone
(212) 705-1739
IRS details
EIN
30-0325375
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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