Mission
CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions.
Small Public Charity
CFA Society of Louisville
CFA Society of Louisville, of Louisville, KY, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $57K in revenue, $59K in expenses, $347K in total assets. 3 publicly reported grants to this organization, totaling roughly $90K, appear in IRS filings.
EIN: 900838184
Louisville, KY
Latest filing: 2025
Total Revenue$57K
Total Expenses$59K
Total Assets$347K
Grant Records3
Funding Total$90K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$26,616
GEN SUPPORT
$22,194
GEN SUPPORT
$40,715
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
At Large Director
Alex Ozier
Vice President
Chris Meng
Treasurer
Donald Hunter
President
Keith Blakely
Society Exec Director
Ramsey Helson
Secretary
Rob Robertson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $57K | $59K | $347K |
| 2024 | $56K | $42K | $348K |
| 2022 | $60K | $35K | $324K |
| 2021 | $65K | $11K | $300K |
Between 2021 and 2025, reported annual revenue declined from $65K to $57K (-12%), with total assets most recently reported at $347K.
Interactive year-over-year charts and full filing details available with membership.