CFA Society Orange County is a nonprofit organization categorized as Public Charity based in Newport Beach, CA. Its most recent IRS filing (2025) reports revenue of $230K, expenses of $237K, total assets of $365K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $477K.
CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $230K | $237K | $365K |
| 2024 | $237K | $252K | $372K |
| 2023 | $256K | $265K | $388K |
| 2022 | $107K | $93K | $407K |
| 2021 | $181K | $63K | $393K |
Between 2021 and 2025, reported annual revenue grew from $181K to $230K (+27%), with total assets most recently reported at $365K.
Interactive year-over-year charts and full filing details available with membership.
