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EIN 23-6395738

Cfa Society Philadelphia

IRS 501(c) type
501(c)(6)
Num. employees
2
City
Philadelphia
State
Pennsylvania
Year formed
1943
Most recent tax filings
2023-06-01
NTEE code, primary
S40: Business and Industry
Description
Cfa Society Philadelphia endeavors to advance the careers of professionals and lead an esteemed community of investment and finance experts who adhere to the highest standards of ethics, education, and professional excellence. They organize and sponsor breakfasts, lunches, and annual dinner meetings featuring guest speakers that shed light on topical industry issues. The society also provides its members with a structured study program aimed at helping them pass the Cfa accreditation exam.
Also known as...
Cfa Society of Philadelphia
Total revenues
$593,332
2023
Total expenses
$615,440
2023
Total assets
$870,162
2023
Num. employees
2
2023

Program areas at Cfa Society Philadelphia

Organized and sponsored breakfasts, lunches, and annual dinner meetings, each with a guest speaker providing information and views on topical industry issues.
Provided members with structured study program designed to assist them in obtaining a passing grade on the Cfa accredidation exam.

Personnel at Cfa Society Philadelphia

NameTitleCompensation
Margaret FranklinPresident and Chief Executive Officer
Marty P. ColburnChief Operating Officer
Steven HendryChief Financial Officer
Michael J. CollinsManaging Director and Chief Marketing Officer, Cfa Institute
Andrew RomeChief People Officer
...and 12 more key personnel

Financials for Cfa Society Philadelphia

RevenuesFYE 06/2023
Total grants, contributions, etc.$368,793
Program services$224,501
Investment income and dividends$38
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$593,332

Form 990s for Cfa Society Philadelphia

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-13990View PDF
2022-062023-03-31990View PDF
2021-062022-03-09990View PDF
2020-062021-06-30990View PDF
2019-062021-06-07990View PDF
...and 9 more Form 990s
Data update history
August 22, 2023
Updated personnel
Identified 4 new personnel
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $174,843 from CFA Institute
August 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 14, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsState / local level
General information
Address
1900 Market St 8th Floor
Philadelphia, PA 19103
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Philadelphia County, PA
Website URL
cfasociety.org/philadelphia/home 
Phone
(215) 320-4980
IRS details
EIN
23-6395738
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1943
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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