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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
Other name: Providence Society of Financial Analysts
EIN 23-7069442 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Local chapter of the cfa institute. Founded in 1947, cfa society Providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.
Principal Officer
Justin Maistrow
Total Revenue
$58K
FY2023
Total Expenses
$47K
FY2023
Net Assets
$197K
Program Ratio
71.0%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.