Public Charity

CFA SOCIETY OF COLUMBUS

CFA SOCIETY OF COLUMBUS, of COLUMBUS, OH, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $166K in revenue, $140K in expenses, $386K in total assets. 8 publicly reported grants to this organization, totaling roughly $268K, appear in IRS filings.

EIN: 311393658 COLUMBUS, OH Latest filing: 2025
Total Revenue$166K
Total Expenses$140K
Total Assets$386K
Grant Records8
Funding Total$268K
Filing Years2020–2025

Mission

PROMOTE EDUCATIONAL AND ETHICAL STANDARDS IN INVESTMENT INDUSTRY

Officers & Directors

VICE PRESIDE Chi Nguyen
PRESIDENT Chris Brinich
SPONSORSHIP Colin White
COMMUNICATIO Jack Miklos
ASST RESEARC Jayant Jangra
MENTORSHIP Jeff Liu

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$267,901 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $166K $140K $386K
2024 $155K $177K $363K
2023 $146K $139K $356K
2021 $118K $48K $338K
2020 $109K $102K $199K

Between 2020 and 2025, reported annual revenue grew from $109K to $166K (+52%), with total assets most recently reported at $386K.

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

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