Utah · Nonprofit
CFA SOCIETY OF SALT LAKE
CFA SOCIETY OF SALT LAKE (Utah) receives grants from 1 organization whose IRS filings report $304,219 to it, the largest being CFA INSTITUTE ($304,219). 1 of them have funded it in more than one year.
- Revenue FY2025
- $148k
- Funders on record
- 1
- Grants received
- $304k
- Net assets
- $300k
What Cfa Society of Salt Lake does
Mission
Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society 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; 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 one of cfa institute member societies, our society connects members to a global network of investment professionals.
As stated on its FY2025 Form 990-EZ.
Programs
Educational events: we typically host 8 lectures per year. Speakers come in from all over the country and are experts in a certain facet of investing. Board members use professional contacts to attract the speakers. We occasionally reimburse travel expenses. Continuing education: cfai has instituted a voluntary ce program as a framework to identify, track, and report educational activities. We support member activities by reporting attendance at the educational events to cfai.
$116,581 spent66% of program spendingCollege research challenge: the cfai research challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. The society participates each year by sponsoring a competition with around eight local universities. The society selects a local, public company, arranges a management meeting, provides investment industry mentors, works with universities to organize teams, provides graders, competition judges, an awards dinner and prizes.
$14,112 spent8% of program spendingLeadership development: with a rotating board, local members of the investment community are given an opportunity to serve as either a board or committee member. Cfai offers various leadership training conferences that are typically free of charge to volunteer and often to the society. Cfa test prep: we offer a mock exam for candidates in conjunction with kaplan, on of the leading exam prep companies. Job board: we encourage local employers to inform us of job opportunities. They are posted on our website and included in e-mails to members.
$46,100 spent26% of program spending
The 3 programs described on its FY2024 Form 990-EZ. Program spending in total: $176,793.
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 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 2020 to 2021, from $147k to $218k (+48%).
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 SALT LAKE’s revenue is contributions — more earned-revenue than three-quarters of its peers (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $23k → $35k.
From the IRS filings of CFA SOCIETY OF SALT LAKE’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 SALT LAKE draws 100% of its grant income from funders outside Utah, 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 SALT LAKE has grown faster 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 SALT LAKE
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 Utah
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 SALT LAKE: 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 SALT LAKE?
- CFA SOCIETY OF SALT LAKE (Utah) receives grants from 1 organization whose IRS filings report $304,219 to it, the largest being CFA INSTITUTE ($304,219). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF SALT LAKE have?
- IRS filings report 1 organization giving $304,219 in grants to CFA SOCIETY OF SALT LAKE, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF SALT LAKE?
- CFA INSTITUTE is the largest funder on record, with $304,219 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF SALT LAKE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Utah. 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 Salt Lake →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), 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