Florida · Nonprofit
THE CFA SOCIETY OF ORLANDO INC
THE CFA SOCIETY OF ORLANDO INC (Florida) receives grants from 1 organization whose IRS filings report $375,110 to it, the largest being CFA INSTITUTE ($375,110). 1 of them have funded it in more than one year.
- Revenue FY2025
- $104k
- Funders on record
- 1
- Grants received
- $375k
- Net assets
- $193k
What The Cfa Society of Orlando Inc does
Mission
To foster a vibrant and ethical investment community by delivering member value,developing finance professionals, and building market integrity in central florida.
As stated on its FY2025 Form 990-EZ.
Programs
Annual forecast dinner - educational event our annual forecast dinner is our marquee event,regularly attended by 200+_finance professionals, lawyers,clients,and those interested in learning about finance and the economy.speakers gave their economic outlook and discuss various trends in the financial markets. Expenses associated with hosting the event totaled 46220. Ticket revenues associated with the event totaled 14165. Net outflow hosting the event for members and the general public totaled 32055.
$32,055 spent54% of program spendingCfao podcast subject matter experts from our society interview founders, chief executive officer's, chief investment strategists, fed presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in florida, the americas and beyond, with a focus on making you a more informed investor and/or advisor. There is no income generated by this activity. Expenses associated with this activity were 7138
$7,137 spent12% of program spendingBreakfast with the fed-member education event to provide members with an update on current economic conditions and how the federal reserve board is reviewing the data for management of monetary policy. Expenses associated with hosting the event totaled 14192. Ticket revenues associated with the event totaled 1175. Net outflow hosting the event for members and the general public totaled 13017.
$13,017 spent22% of program spendingAll other event and program expenses these programs are available to members and oftentimes public, following the main purpose of furthering financial literacy and educating professionals and non professionals about the cfa credential
$6,695 spent11% of program spending
The 4 programs described on its FY2024 Form 990-EZ. Program spending in total: $58,904.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 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 2024 to 2025, from $178k to $193k (+8%).
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.
93% of THE CFA SOCIETY OF ORLANDO INC’s revenue is contributions — more donation-reliant than the typical peer (54% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 3 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $65k → $36k.
From the IRS filings of THE CFA SOCIETY OF ORLANDO 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
THE CFA SOCIETY OF ORLANDO INC draws 100% of its grant income from funders outside Florida, 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
THE CFA SOCIETY OF ORLANDO INC runs a healthier operating margin than half of the 1,448 employment nonprofits its size.
this organization peer median middle 50% of peers· 1,448 employment nonprofits $100k–$1M, FY2025
Organizations like THE CFA SOCIETY OF ORLANDO 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 Florida
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 THE CFA SOCIETY OF ORLANDO 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 THE CFA SOCIETY OF ORLANDO INC?
- THE CFA SOCIETY OF ORLANDO INC (Florida) receives grants from 1 organization whose IRS filings report $375,110 to it, the largest being CFA INSTITUTE ($375,110). 1 of them have funded it in more than one year.
- How many funders does THE CFA SOCIETY OF ORLANDO INC have?
- IRS filings report 1 organization giving $375,110 in grants to THE CFA SOCIETY OF ORLANDO INC, 1 of which have funded it in more than one year.
- Who is the largest funder of THE CFA SOCIETY OF ORLANDO INC?
- CFA INSTITUTE is the largest funder on record, with $375,110 in grants. The full list of funders is on this page.
- How can an organization like THE CFA SOCIETY OF ORLANDO INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. 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 Orlando →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), 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