CFA SOCIETY OF ALABAMA INC is a Small Public Charity headquartered in BIRMINGHAM, AL. Financial data from the 2025 filing: $70K revenue, $64K expenses, $86K total assets. 8 publicly reported grants to this organization, totaling roughly $296K, appear in IRS filings.
THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE PROFESSIONAL GOALS AND PROFESSIONAL DEVELOPMENT OF PERSONS IN THE STATE OF ALABAMA WHO ARE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS, TEACHING THE PRACTICE OF FINANCIAL ANALYSIS, OR SUPERVISING THOSE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS AND PROVIDE EDUCATION ABOUT, ENCOURAGE ADHERENCE TO, AND ENFORCE COMPLIANCE WITH THE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT OF THE ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH.
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 | $70K | $64K | $86K |
| 2024 | $94K | $89K | $80K |
| 2023 | $86K | $87K | $76K |
| 2021 | $72K | $39K | $91K |
| 2020 | $89K | $87K | $58K |
Between 2020 and 2025, reported annual revenue declined from $89K to $70K (-21%), with total assets most recently reported at $86K.
Interactive year-over-year charts and full filing details available with membership.
