Small Public Charity

CFA SOCIETY OF CINCINNATI INC

Based in CINCINNATI, OH, CFA SOCIETY OF CINCINNATI INC operates as a Small Public Charity. The organization reported $121K in revenue, $97K in expenses, $355K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $342K.

EIN: 237094427 CINCINNATI, OH Latest filing: 2025
Total Revenue$121K
Total Expenses$97K
Total Assets$355K
Grant Records8
Funding Total$342K
Filing Years2021–2025

Mission

CFA SOCIETY CINCINNATI IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS, CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, COLLABORATE WITH LOCAL UNIVERSITIES IN ORGANIZING AND HOSTING THE GLOBAL RESEARCH CHALLENGE, 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 BEYOND, AND WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY.

Officers & Directors

TREASURER Chauncey Joyce
BOARD MEMBER Justin Ellis
VICE PRESIDENT Keith Rennekamp Cfa
BOARD MEMBER Kristen Rettig
BOARD MEMBER Mike Franke
PROGRAMMING Nathan Bailey Cfa

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$341,725 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $121K $97K $355K
2024 $139K $148K $331K
2023 $80K $117K $340K
2022 $103K $154K $377K
2021 $105K $53K $428K

Between 2021 and 2025, reported annual revenue grew from $105K to $121K (+15%), with total assets most recently reported at $355K.

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

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