Small Public Charity

CFA SOCIETY OF PITTSBURGH

CFA SOCIETY OF PITTSBURGH is a Small Public Charity headquartered in PITTSBURGH, PA. Financial data from the 2024 filing: $179K revenue, $177K expenses, $357K total assets. 8 publicly reported grants to this organization, totaling roughly $475K, appear in IRS filings.

EIN: 251421153 PITTSBURGH, PA Latest filing: 2024
Total Revenue$179K
Total Expenses$177K
Total Assets$357K
Grant Records8
Funding Total$475K
Filing Years2019–2024

Mission

THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS.

Officers & Directors

SECRETARY Dina Muth
CO-PRESIDENT Eric Fencil
BOARD MEMBER Gene Natali Jr
BOARD MEMBER Jason Pettner
BOARD MEMBER Jim Herrington
CO PRESIDENT Jody Madala

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$475,135 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $179K $177K $357K
2023 $136K $94K $352K
2021 $87K $43K $306K
2020 $142K $105K $262K
2019 $211K $170K $225K

Between 2019 and 2024, reported annual revenue declined from $211K to $179K (-15%), with total assets most recently reported at $357K.

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

See the full picture for CFA SOCIETY OF PITTSBURGH

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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