Illinois · Nonprofit
CFA SOCIETY CHICAGO
CFA SOCIETY CHICAGO (Illinois) receives grants from 1 organization whose IRS filings report $2,047,517 to it, the largest being CFA INSTITUTE ($2,047,517). 1 of them have funded it in more than one year.
- Revenue FY2025
- $1.6M
- Funders on record
- 1
- Grants received
- $2.0M
- Net assets
- $1.3M
What Cfa Society Chicago does
Mission
Cfa Society Chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through three organizational pillars: (1) deliver member value: deliver industry-leading events focused on continuing education and professional development. Offer a range of networking opportunities to our members. Implement new technology and build a digital content library. (2) develop future professionals: measure our engagement with top employers of cfa charterholders and improve these scores over time. Build brand awareness through marketing, social media, and partnerships. (3) build market integrity: support financial literacy in our community through partnerships and volunteer opportunities. Build relationships with local universities and support students who are studying for or considering the cfa exams. Encourage a diversity of gender, race, and thought.
As stated on its FY2025 Form 990.
Programs
Special educational events include an annual dinner and other events designed to facilitate networking and interaction among the members and investment professionals. Approximately 800 investment professionals registered to attend our 2024 annual dinner.
Academic programs are designed to educate attendees on current issues of importance in the profession. Members receive continuing education credits with the cfa institute for most of these events. Approximately 3,500 individuals attended roughly 60 events held during the year.
Member development involves the creation and delivery of programming that fosters education, networking and job placement opportunities. Member development also refers to efforts with academia that build the constituency of cfa charter holders in this market.
Cfa Society Chicago partners with the economic awareness council and the greenwood project to shape the investment industry and serve the greater good by sharing financial literacy volunteer opportunities for cfa members to teach inner city high school students the basics of savings and investments and to mentor minority college students and to introduce them to careers in the finance industry.
The 4 programs described on its FY2024 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $2.3M to $3.3M (+43%).
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.
Government-grant reliance: 2023 5%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Christopher Vincent
President and CEO
Board chair
James Boudreault
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $317k → $233k.
From the IRS filings of CFA SOCIETY CHICAGO’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 SOCIETY CHICAGO draws 100% of its grant income from funders outside Illinois, 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.
Organizations like CFA SOCIETY CHICAGO
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 Illinois
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY CHICAGO: 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 SOCIETY CHICAGO?
- CFA SOCIETY CHICAGO (Illinois) receives grants from 1 organization whose IRS filings report $2,047,517 to it, the largest being CFA INSTITUTE ($2,047,517). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY CHICAGO have?
- IRS filings report 1 organization giving $2,047,517 in grants to CFA SOCIETY CHICAGO, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY CHICAGO?
- CFA INSTITUTE is the largest funder on record, with $2,047,517 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY CHICAGO find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Illinois. 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 Society Chicago →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), 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