CFA Society of Naples Inc, of Naples, FL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $101K in revenue, $84K in expenses, $235K in total assets. 8 publicly reported grants to this organization, totaling roughly $254K, appear in IRS filings.
To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.
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 | $101K | $84K | $235K |
| 2024 | $104K | $83K | $218K |
| 2023 | $100K | $78K | $198K |
| 2022 | $93K | $64K | $176K |
| 2021 | $53K | $17K | $147K |
Between 2021 and 2025, reported annual revenue grew from $53K to $101K (+92%), with total assets most recently reported at $235K.
Interactive year-over-year charts and full filing details available with membership.
