Pennsylvania · Nonprofit
CFA SOCIETY PHILADELPHIA INC
CFA SOCIETY PHILADELPHIA INC (Pennsylvania) receives grants from 1 organization whose IRS filings report $1,278,552 to it, the largest being CFA INSTITUTE ($1,278,552). 1 of them have funded it in more than one year.
- Revenue FY2025
- $629k
- Funders on record
- 1
- Grants received
- $1.3M
- Net assets
- $755k
What Cfa Society Philadelphia Inc does
Mission
To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.
As stated on its FY2025 Form 990.
Programs
Organized and sponsored breakfasts, lunches, and annual dinner meetings, each with a guest speaker providing information and views on topical industry issues.
$344,421 spent$341,805 earned by the program100% of program spendingProvided members with structured study program designed to assist them in obtaining a passing grade on the cfa accredidation exam.
The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $344,421.
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 $674k to $830k (+23%).
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. 5 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.
Chief executive
Peter Conners
Executive director
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $115k → $147k.
From the IRS filings of CFA SOCIETY PHILADELPHIA INC’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 PHILADELPHIA INC 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.
Organizations like CFA SOCIETY PHILADELPHIA INC
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.
Governance
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY PHILADELPHIA INC: 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 PHILADELPHIA INC?
- CFA SOCIETY PHILADELPHIA INC (Pennsylvania) receives grants from 1 organization whose IRS filings report $1,278,552 to it, the largest being CFA INSTITUTE ($1,278,552). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY PHILADELPHIA INC have?
- IRS filings report 1 organization giving $1,278,552 in grants to CFA SOCIETY PHILADELPHIA INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY PHILADELPHIA INC?
- CFA INSTITUTE is the largest funder on record, with $1,278,552 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY PHILADELPHIA INC 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 Philadelphia →
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