Mission
FOSTER PROFESSIONAL ANALYSIS KNOWLEDGE
Small Public Charity
CFA SOCIETY OF SOUTH FLORIDA INC
Based in WEST PALM BEACH, FL, CFA SOCIETY OF SOUTH FLORIDA INC operates as a Small Public Charity. The organization reported $149K in revenue, $164K in expenses, $232K in total assets for fiscal year 2025. Imperigo tracks 9 reported grant relationships connected to this organization totaling approximately $389K.
EIN: 300325375
WEST PALM BEACH, FL
Small Business Development
NTEE: S43
Latest filing: 2025
Total Revenue$149K
Total Expenses$164K
Total Assets$232K
Grant Records9
Funding Total$389K
Filing Years2021–2025
Where $100 goes at Cfa Society of South Florida Inc
How Cfa Society of South Florida Inc divides every $100 it spends, from its own Form 990-EZ filings, averaged across 7 years.
$70
Programs
the work itself
$30
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $70 for programs
$66
Improve professionals knowledge of current financialanalysis methods and ethical standards
$2
Awareness of chartered financial analysts to the public and investor community
$2
Education of individuals in financial analysis, supply instructors for cfa exam review classes and promote practice exams to cfa candidates
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GEN SUPPORT
$36,086
GEN SUPPORT
$37,967
GEN SUPPORT
$31,941
GEN SUPPORT
$48,172
GEN SUPPORT
$50,002
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
TREASURER
Bella Zhong
DIRECTOR
Bruce Robb
PRESIDENT
Christopher Fetes
DIRECTOR
Corry Walsh
DIRECTOR
Freddie Smithson
DIRECTOR
Joy Wilkinson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $149K | $164K | $232K |
| 2024 | $131K | $140K | $222K |
| 2023 | $103K | $128K | $236K |
| 2022 | $104K | $115K | $262K |
| 2021 | $93K | $80K | $266K |
Between 2021 and 2025, reported annual revenue grew from $93K to $149K (+60%), with total assets most recently reported at $232K.
Interactive year-over-year charts and full filing details available with membership.