Public Charity

CFA SOCIETY ATLANTA INC

CFA SOCIETY ATLANTA INC, of ATLANTA, GA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $562K in revenue, $485K in expenses, $1.1M in total assets. 8 publicly reported grants to this organization, totaling roughly $1.2M, appear in IRS filings.

EIN: 581105110 ATLANTA, GA Latest filing: 2025
Total Revenue$562K
Total Expenses$485K
Total Assets$1.1M
Grant Records8
Funding Total$1.2M
Filing Years2021–2025

Mission

The Organization was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members.

Officers & Directors

Treasurer Amanda Cogar
Past Treasurer Andretta Weaver
President Bill Annis
CONTRACT- E.D. Cathy Ford
Trustee Charlie Waterman
Trustee Chris Wilson

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$1,210,086 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $562K $485K $1.1M
2024 $538K $496K $955K
2023 $398K $309K $938K
2022 $383K $373K $845K
2021 $320K $159K $1.0M

Between 2021 and 2025, reported annual revenue grew from $320K to $562K (+76%), with total assets most recently reported at $1.1M.

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

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