Tennessee · Nonprofit
CFA SOCIETY OF NASHVILLE
CFA SOCIETY OF NASHVILLE (Tennessee) receives grants from 1 organization whose IRS filings report $358,319 to it, the largest being CFA INSTITUTE ($358,319). 1 of them have funded it in more than one year.
- Revenue FY2025
- $199k
- Funders on record
- 1
- Grants received
- $358k
- Net assets
- $141k
What Cfa Society of Nashville does
Mission
To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee.
As stated on its FY2025 Form 990-EZ.
Programs
Annual Forecast Dinner is a yearly event featuring speakers who provide their views and perspectives the upcoming year in financial markets. Benefits entire membership base.
Virtual and in-person events featuring speakers discussing various subjects of interest to the society's members, providing networking opportunities and continuing education.
Research Challenge is a yearly event hosting student teams from regional colleges who present investment recommendations to a panel of judges. A winning team is selected to present in a national competition sponsored by the CFA Institute.
The 3 programs described on its FY2024 Form 990-EZ. Program spending in total: $0.
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. 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 2023 to 2024, from $192k to $164k (−15%).
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.
27% of CFA SOCIETY OF NASHVILLE’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 6 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $38k → $42k.
From the IRS filings of CFA SOCIETY OF NASHVILLE’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 NASHVILLE draws 100% of its grant income from funders outside Tennessee, 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 NASHVILLE has grown faster 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 SOCIETY OF NASHVILLE
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 Tennessee
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 NASHVILLE: 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 NASHVILLE?
- CFA SOCIETY OF NASHVILLE (Tennessee) receives grants from 1 organization whose IRS filings report $358,319 to it, the largest being CFA INSTITUTE ($358,319). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF NASHVILLE have?
- IRS filings report 1 organization giving $358,319 in grants to CFA SOCIETY OF NASHVILLE, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF NASHVILLE?
- CFA INSTITUTE is the largest funder on record, with $358,319 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF NASHVILLE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Tennessee. 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 Nashville →
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