CFA SOCIETY PHOENIX 990 Health Check

Donor quick answer

What to know before you donate

CFA SOCIETY PHOENIX has a public Form 990 profile, but an Alignmint donation portal is not live yet. Review the public filing signals and share the claim link with the nonprofit if the profile should be activated.

Program ratio

Not enough public data

Fundraising ratio

Admin ratio

Not enough public data

Program ratio estimates the share of reported expenses used for programs. Fundraising ratio estimates fundraising expense share. Admin ratio estimates management and general expense share when the public fields reconcile.

View previous 990s on ProPublica

Public filing snapshot

Ratios use reported functional expenses when available and are only derived when the public fields reconcile with total expenses.

Total revenue$241,691

Contributions and grants$0

Program service revenue$222,426

Other revenue$0

Total expenses$260,263

Grants paid$1,500

Salaries and compensation$0

Program ratioNot reported

Fundraising ratio0%

Admin ratioNot reported

Total assets$312,481

Net assets$312,481

Total liabilities$0

Filing history

Recent prepared public snapshots appear here as the directory rollup processes more 990 filings. Use the ProPublica link for the full public filing archive when a prior year is not shown yet.

990 2025

Revenue: $241,691
Expenses: $260,263
Program ratio: Not reported

Donor review checklist

Confirm the filing is recent

Latest public tax year: 2025. Ask for newer financials if the organization has not filed a recent 990 yet.

Read the mission and program work

Compare the mission narrative with the program-service rows and the nonprofit's current website.

Review the spending mix

Program ratio: Not enough public data. Fundraising ratio: 0%. Admin ratio: Not enough public data.

Check the giving path

This profile is public research only until the nonprofit claims it and connects payment integrations.

Mission and programs

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 WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.