Mission
TO PROMOTE LOCAL INVESTMENT MANAGEMENT PROFESSIONALS.
Small Public Charity
CFA MIAMI INC
CFA MIAMI INC, of MIAMI, FL, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $164K in revenue, $102K in expenses, $321K in total assets. 8 publicly reported grants to this organization, totaling roughly $378K, appear in IRS filings.
EIN: 611572381
MIAMI, FL
Business & Industry
NTEE: S40
Latest filing: 2025
Total Revenue$164K
Total Expenses$102K
Total Assets$321K
Grant Records8
Funding Total$378K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$48,712
GEN SUPPORT
$48,986
GEN SUPPORT
$54,035
GEN SUPPORT
$52,667
GEN SUPPORT
$48,953
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PRESIDENT &T
Guillermo Rodriguez
VICE PRESIDE
Kimberly Arguello
ADMINISTRATO
Ruth Ocasio
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $164K | $102K | $321K |
| 2024 | $179K | $117K | $259K |
| 2023 | $158K | $182K | $197K |
| 2022 | $97K | $49K | $221K |
| 2021 | $95K | $18K | $173K |
Between 2021 and 2025, reported annual revenue grew from $95K to $164K (+73%), with total assets most recently reported at $321K.
Interactive year-over-year charts and full filing details available with membership.