California · Nonprofit
CFA Society Orange County
CFA Society Orange County (California) receives grants from 1 organization whose IRS filings report $476,754 to it, the largest being CFA INSTITUTE ($476,754). 1 of them have funded it in more than one year.
- Revenue FY2025
- $230k
- Funders on record
- 1
- Grants received
- $477k
- Net assets
- $365k
What CFA Society Orange County does
Mission
CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
As stated on its FY2025 Form 990.
Program
The organization successfully provided various events for financial analysts and investment professionals to come together and expand their networks. The events would feature speakers that would educate these professionals.
$15,000 spent100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $15,000.
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 $276k to $393k (+43%).
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.
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 rose $50k → $50k.
From the IRS filings of CFA Society Orange County’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 Orange County draws 100% of its grant income from funders outside California, 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 Orange County
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 California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
64% of spending goes to programs.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA Society Orange County: 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 Orange County?
- CFA Society Orange County (California) receives grants from 1 organization whose IRS filings report $476,754 to it, the largest being CFA INSTITUTE ($476,754). 1 of them have funded it in more than one year.
- How many funders does CFA Society Orange County have?
- IRS filings report 1 organization giving $476,754 in grants to CFA Society Orange County, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA Society Orange County?
- CFA INSTITUTE is the largest funder on record, with $476,754 in grants. The full list of funders is on this page.
- How can an organization like CFA Society Orange County find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. 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 Orange County →
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