Public Charity

CFA SOCIETY CLEVELAND

CFA SOCIETY CLEVELAND, of SHAKER HTS, OH, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $271K in revenue, $230K in expenses, $405K in total assets. 8 publicly reported grants to this organization, totaling roughly $421K, appear in IRS filings.

EIN: 237065462 SHAKER HTS, OH Latest filing: 2025
Total Revenue$271K
Total Expenses$230K
Total Assets$405K
Grant Records8
Funding Total$421K
Filing Years2021–2025

Mission

SEE PROGRAM SERVICE ACCOMPLISHMENT 1

Officers & Directors

WOMANS ADVIS Cara Wood
ENGAGEMENT C Cindy Eng
EXECUTIVE DI Cindy Nace
VICE PRESIDE Colby Krahe
INIVERSITY R David Gossett
MEMBERSHIP C Kevin Bales

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$421,020 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $271K $230K $405K
2024 $190K $179K $365K
2023 $174K $178K $354K
2022 $199K $200K $358K
2021 $162K $103K $359K

Between 2021 and 2025, reported annual revenue grew from $162K to $271K (+67%), with total assets most recently reported at $405K.

Interactive year-over-year charts and full filing details available with membership.

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