Ohio · Nonprofit
CFA SOCIETY OF CINCINNATI INC
CFA SOCIETY OF CINCINNATI INC (Ohio) receives grants from 1 organization whose IRS filings report $341,725 to it, the largest being CFA INSTITUTE ($341,725). 1 of them have funded it in more than one year.
- Revenue FY2025
- $121k
- Funders on record
- 1
- Grants received
- $342k
- Net assets
- $355k
What Cfa Society of Cincinnati Inc does
Mission
Cfa society cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.
As stated on its FY2025 Form 990-EZ.
Programs
Programming committee once again delivered an impressive lineup of events - varied in both content and format - that drew excellent participation and strong feedback. Attendance remained high throughout the year, and our continued collaboration with the fpa of southwestern ohio proved to be a valuable partnership for both communities.
$0 spentThe revived member golf outing continued its success, and the past presidents' gathering - reimagined as a casual happy hour with hors d'oevres - again exceeded expectations. These events not only fostered community but also strengthened communication between our leadership, past presidents, and member firms, supporting the advancement of our strategic goals.
$0 spentThe education committee continued to expand relationships with local universities - particularly the university of cincinnati, xavier university, and miami university - helping build awareness of the cfa charter and fostering the next generation of finance professionals. Engagement among student members continues to grow, reflecting the positive impact of our campus outreach.
$0 spent
The 3 programs described on its FY2024 Form 990-EZ.
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 2020 to 2021, from $376k to $428k (+14%).
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.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $31k → $24k.
From the IRS filings of CFA SOCIETY OF CINCINNATI 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 SOCIETY OF CINCINNATI INC draws 100% of its grant income from funders outside Ohio, 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 OF CINCINNATI 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 Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF CINCINNATI 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 SOCIETY OF CINCINNATI INC?
- CFA SOCIETY OF CINCINNATI INC (Ohio) receives grants from 1 organization whose IRS filings report $341,725 to it, the largest being CFA INSTITUTE ($341,725). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF CINCINNATI INC have?
- IRS filings report 1 organization giving $341,725 in grants to CFA SOCIETY OF CINCINNATI INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF CINCINNATI INC?
- CFA INSTITUTE is the largest funder on record, with $341,725 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF CINCINNATI INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. 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 of Cincinnati →
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