Pennsylvania · Nonprofit
CFA SOCIETY OF PITTSBURGH
CFA SOCIETY OF PITTSBURGH (Pennsylvania) receives grants from 1 organization whose IRS filings report $475,135 to it, the largest being CFA INSTITUTE ($475,135). 1 of them have funded it in more than one year.
- Revenue FY2025
- $175k
- Funders on record
- 1
- Grants received
- $475k
- Net assets
- $384k
What Cfa Society of Pittsburgh does
Mission
The mission of the society of pittsburgh is to lead the regional investment profession by providing educational and career development opportunities for financial professionals,the community and students. The society pursues this mission by actively promoting ethical and professional standards within the investment industry, encouraging professional development through the chartered financial analyst (cfa) program, and by facilitating the open exchange of information and opinions through various types of events.
As stated on its FY2025 Form 990-EZ.
Programs
Meetings and events to allow financial professionals to learn about leadership needs and skills needed to succeed in their profession. There is a emerging leader conference which is followed up with networking and social meetings to mentor and guide upcoming professionals and assist the seasoned professional.
$10,833 spent11% of program spendingAn annual endowment/foundation conference is held for the general public and financial professionals (members as well as non-members) to inform and educate attendees on specific issues related to endowments and foundations.
$21,145 spent22% of program spendingAnnual career fair, an event for all finance professionals and potential finance professionals to meet, network and learn about career development opportunities in the local area and standards for the profession.
$20,493 spent22% of program spendingMeetings, various networking events,and specialized events to allow professionals and students to discuss current challenges and current outlook and strategies for the profession. Includes financial planning strategies, competitions,an annual meeting and investment challenge research and various social and educational meetings through out the year.
$42,267 spent45% of program spending
The 4 programs described on its FY2024 Form 990-EZ. Program spending in total: $94,738.
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 2022 to 2023, from $301k to $352k (+17%).
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.
67% of CFA SOCIETY OF PITTSBURGH’s revenue is contributions — more donation-reliant than the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 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.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $47k → $41k.
From the IRS filings of CFA SOCIETY OF PITTSBURGH’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 PITTSBURGH draws 100% of its grant income from funders outside Pennsylvania, 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 PITTSBURGH runs a healthier operating margin than half 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 PITTSBURGH
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 Pennsylvania
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 SOCIETY OF PITTSBURGH: 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 PITTSBURGH?
- CFA SOCIETY OF PITTSBURGH (Pennsylvania) receives grants from 1 organization whose IRS filings report $475,135 to it, the largest being CFA INSTITUTE ($475,135). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF PITTSBURGH have?
- IRS filings report 1 organization giving $475,135 in grants to CFA SOCIETY OF PITTSBURGH, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF PITTSBURGH?
- CFA INSTITUTE is the largest funder on record, with $475,135 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF PITTSBURGH find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. 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 Pittsburgh →
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