Mission
TO LEAD A PREEMINENT COMMUNITY OF INVESTMENT AND FINANCE PROFESSIONALS WHO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION AND PROFESSIONAL EXCELLENCE.
Public Charity
CFA SOCIETY PHILADELPHIA INC
CFA SOCIETY PHILADELPHIA INC is a nonprofit organization categorized as Public Charity based in PHILADELPHIA, PA. Its most recent IRS filing (2025) reports revenue of $629K, expenses of $684K, total assets of $1.0M. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $1.3M.
EIN: 236395738
PHILADELPHIA, PA
Latest filing: 2025
Total Revenue$629K
Total Expenses$684K
Total Assets$1.0M
Grant Records8
Funding Total$1.3M
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$134,822
GEN SUPPORT
$147,333
GEN SUPPORT
$174,843
GEN SUPPORT
$177,194
GEN SUPPORT
$173,930
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PROGRAMS COMMITTEE CHAIR
Aaron Filbeck
OUTREACH COMMITTEE CHAIR
Andrew D'amico
WOMEN'S LEADERSHIP INITIATIVE CHAIR
Beth Stone
SECRETARY
Bill Hagan
WEALTH MANAGEMENT COMMITTE
Brian Lauzon
IMMEDIATE PAST PRESIDENT
Floyd Simpson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $629K | $684K | $1.0M |
| 2024 | $579K | $617K | $960K |
| 2023 | $593K | $615K | $870K |
| 2022 | $592K | $543K | $897K |
| 2021 | $501K | $387K | $830K |
Between 2021 and 2025, reported annual revenue grew from $501K to $629K (+26%), with total assets most recently reported at $1.0M.
Interactive year-over-year charts and full filing details available with membership.