CFA SOCIETY PROVIDENCE is a Small Public Charity headquartered in PROVIDENCE, RI. Financial data from the 2025 filing: $37K revenue, $34K expenses, $218K total assets. 8 publicly reported grants to this organization, totaling roughly $243K, appear in IRS filings.
LOCAL CHAPTER OF THE CFA INSTITUTE. FOUNDED IN 1947, CFA SOCIETY PROVIDENCE TODAY ARRANGES PRESENTATIONS BY CORPORATE LEADERS, INDUSTRY EXPERTS, AND OTHER EDUCATIONAL SPEAKERS FOR THE BENEFIT OF ITS MEMBERS. MEMBERSHIP CONSISTS OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, EDUCATORS AND OTHER PROFESSIONALS INVOLVED IN THE FIELD OF INVESTMENTS.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $37K | $34K | $218K |
| 2024 | $58K | $47K | $197K |
| 2023 | $61K | $78K | $165K |
| 2022 | $66K | $65K | $161K |
| 2021 | $50K | $40K | $136K |
Between 2021 and 2025, reported annual revenue declined from $50K to $37K (-26%), with total assets most recently reported at $218K.
Interactive year-over-year charts and full filing details available with membership.
