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 8 reported grant relationships connected to this organization totaling approximately $353K.
EIN: 300325375
WEST PALM BEACH, FL
Latest filing: 2025
Total Revenue$149K
Total Expenses$164K
Total Assets$232K
Grant Records8
Funding Total$353K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$37,967
GEN SUPPORT
$31,941
GEN SUPPORT
$48,172
GEN SUPPORT
$50,002
GEN SUPPORT
$64,685
Showing up to 5 of 8 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.