Small Public Charity

CFA SOCIETY OF PITTSBURGH

CFA SOCIETY OF PITTSBURGH is a Small Public Charity headquartered in PITTSBURGH, PA. Financial data from the 2025 filing: $175K revenue, $152K expenses, $384K total assets. 8 publicly reported grants to this organization, totaling roughly $475K, appear in IRS filings.

EIN: 251421153 PITTSBURGH, PA Chambers of Commerce & Business Leagues NTEE: S41 Latest filing: 2025
Total Revenue$175K
Total Expenses$152K
Total Assets$384K
Grant Records8
Funding Total$475K
Filing Years2020–2025

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
2025 $175K $152K $384K
2024 $179K $177K $357K
2023 $136K $94K $352K
2021 $87K $43K $306K
2020 $142K $105K $262K

Between 2020 and 2025, reported annual revenue grew from $142K to $175K (+23%), with total assets most recently reported at $384K.

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

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