Mission
TO FOSTER A VIBRANT AND ETHICAL INVESTMENT COMMUNITY BY DELIVERING MEMBER VALUE,DEVELOPING FINANCE PROFESSIONALS, AND BUILDING MARKET INTEGRITY IN CENTRAL FLORIDA.
Small Public Charity
THE CFA SOCIETY OF ORLANDO INC
THE CFA SOCIETY OF ORLANDO INC is a Small Public Charity headquartered in ORLANDO, FL. Financial data from the 2025 filing: $104K revenue, $89K expenses, $193K total assets. 8 publicly reported grants to this organization, totaling roughly $375K, appear in IRS filings.
EIN: 593213363
ORLANDO, FL
Latest filing: 2025
Total Revenue$104K
Total Expenses$89K
Total Assets$193K
Grant Records8
Funding Total$375K
Filing Years2019–2025
Sample Grants Received
GEN SUPPORT
$33,796
GEN SUPPORT
$35,725
GEN SUPPORT
$44,689
GEN SUPPORT
$44,149
GEN SUPPORT
$60,723
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
DIRECTOR
Allison Roberts
VICE PRESIDE
Christina Shaffer
TREASURER
Kevin Reher
DIRECTOR
Mithcell Lamoriello
DIRECTOR
Steven Rogers
DIRECTOR
Stuart Smith
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $104K | $89K | $193K |
| 2024 | $73K | $67K | $178K |
| 2019 | $98K | $86K | $108K |
Between 2019 and 2025, reported annual revenue grew from $98K to $104K (+6%), with total assets most recently reported at $193K.
Interactive year-over-year charts and full filing details available with membership.