Kentucky · Nonprofit
CFA Society of Louisville
CFA Society of Louisville (Kentucky) receives grants from 1 organization whose IRS filings report $89,525 to it, the largest being CFA INSTITUTE ($89,525). 1 of them have funded it in more than one year.
- Revenue FY2025
- $57k
- Funders on record
- 1
- Grants received
- $90k
- Net assets
- $347k
What CFA Society of Louisville does
Mission
CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions.
As stated on its FY2025 Form 990-EZ.
Programs
Presented 10 in-person engagement opportunities to 200+ members
$0 spentOffered over 50 virtual events and study sessions to membership
$0 spentExpanded Society presence, name recognition, and networking opportunities by co-hosting enhanced events with other local professional organizations
$0 spent
The 3 programs described on its FY2024 Form 990-EZ.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 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 and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $300k to $324k (+8%).
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 Society of Louisville’s revenue is contributions — more earned-revenue than three-quarters of its peers (97% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 4 reported years ran a deficit.
Leadership and staff
Chief executive
Ramsey Helson
Society Exec Director
As listed on its FY2024 Form 990-EZ.
Who funds it, year by year
2019 → 2023: the base held at 1 funder, grant income fell $41k → $22k.
From the IRS filings of CFA Society of Louisville’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 Louisville draws 100% of its grant income from funders outside Kentucky, 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 Society of Louisville has grown faster than half of the 2,277 public benefit nonprofits its size.
this organization peer median middle 50% of peers· 2,277 public benefit nonprofits under $100k, FY2025
Organizations like CFA Society of Louisville
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 Kentucky
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 Louisville: 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 Louisville?
- CFA Society of Louisville (Kentucky) receives grants from 1 organization whose IRS filings report $89,525 to it, the largest being CFA INSTITUTE ($89,525). 1 of them have funded it in more than one year.
- How many funders does CFA Society of Louisville have?
- IRS filings report 1 organization giving $89,525 in grants to CFA Society of Louisville, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA Society of Louisville?
- CFA INSTITUTE is the largest funder on record, with $89,525 in grants. The full list of funders is on this page.
- How can an organization like CFA Society of Louisville find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Kentucky. 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 Louisville →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2021–2025), 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