Public Charity

CFA SOCIETY CHICAGO

CFA SOCIETY CHICAGO is a Public Charity headquartered in CHICAGO, IL. Financial data from the 2024 filing: $1.6M revenue, $1.9M expenses, $3.2M total assets. 8 publicly reported grants to this organization, totaling roughly $2.0M, appear in IRS filings.

EIN: 362595074 CHICAGO, IL Latest filing: 2024
Total Revenue$1.6M
Total Expenses$1.9M
Total Assets$3.2M
Grant Records8
Funding Total$2.0M
Filing Years2020–2024

Mission

CFA SOCIETY CHICAGO, THE WORLD'S FIRST INVESTMENT ANALYSTS' SOCIETY, IS COMMITTED TO WORKING WITH OUR MEMBERS AND THE INVESTMENT COMMUNITY TO ACHIEVE OUR MISSION THROUGH THREE ORGANIZATIONAL PILLARS: (1) DELIVER MEMBER VALUE: DELIVER INDUSTRY-LEADING EVENTS FOCUSED ON CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT. OFFER A RANGE OF NETWORKING OPPORTUNITIES TO OUR MEMBERS. IMPLEMENT NEW TECHNOLOGY AND BUILD A DIGITAL CONTENT LIBRARY. (2) DEVELOP FUTURE PROFESSIONALS: MEASURE OUR ENGAGEMENT WITH TOP EMPLOYERS OF CFA CHARTERHOLDERS AND IMPROVE THESE SCORES OVER TIME. BUILD BRAND AWARENESS THROUGH MARKETING, SOCIAL MEDIA, AND PARTNERSHIPS. (3) BUILD MARKET INTEGRITY: SUPPORT FINANCIAL LITERACY IN OUR COMMUNITY THROUGH PARTNERSHIPS AND VOLUNTEER OPPORTUNITIES. BUILD RELATIONSHIPS WITH LOCAL UNIVERSITIES AND SUPPORT STUDENTS WHO ARE STUDYING FOR OR CONSIDERING THE CFA EXAMS. ENCOURAGE A DIVERSITY OF GENDER, RACE, AND THOUGHT.

Officers & Directors

DIRECTOR Aaron Meder
DIRECTOR Benjamin Johnson
DIRECTOR Blake Pontius
DIRECTOR Carla Norfleet-Taylor
CHAIR Catherine Drake
PRESIDENT AND CEO Christopher Vincent

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$2,047,517 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $1.6M $1.9M $3.2M
2023 $2.1M $1.8M $3.3M
2022 $1.6M $1.6M $2.3M
2021 $1.3M $1.3M $2.9M
2020 $1.6M $1.8M $2.5M

Between 2020 and 2024, reported annual revenue declined from $1.6M to $1.6M (-4%), with total assets most recently reported at $3.2M.

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

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