Florida · Nonprofit
CFA MIAMI INC
CFA MIAMI INC (Florida) receives grants from 1 organization whose IRS filings report $378,231 to it, the largest being CFA INSTITUTE ($378,231). 1 of them have funded it in more than one year.
- Revenue FY2025
- $164k
- Funders on record
- 1
- Grants received
- $378k
- Net assets
- $321k
What Cfa Miami Inc does
Mission
To promote local investment management professionals.
As stated on its FY2025 Form 990-EZ.
Program
Series of educational and networking events for local investment professionals.
The program described on its FY2024 Form 990-EZ.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $95k to $173k (+81%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of CFA MIAMI INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 7 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $42k → $49k.
From the IRS filings of CFA MIAMI INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA MIAMI INC draws 100% of its grant income from funders outside Florida, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CFA MIAMI INC runs a healthier operating margin than three-quarters of the 7,175 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 7,175 community improvement nonprofits $100k–$1M, FY2025
Organizations like CFA MIAMI INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Florida
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Screen this organization
A dated, signed PDF of the compliance screen for CFA MIAMI INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA MIAMI INC?
- CFA MIAMI INC (Florida) receives grants from 1 organization whose IRS filings report $378,231 to it, the largest being CFA INSTITUTE ($378,231). 1 of them have funded it in more than one year.
- How many funders does CFA MIAMI INC have?
- IRS filings report 1 organization giving $378,231 in grants to CFA MIAMI INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA MIAMI INC?
- CFA INSTITUTE is the largest funder on record, with $378,231 in grants. The full list of funders is on this page.
- How can an organization like CFA MIAMI INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Miami →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing