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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
EIN 23-7094427 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Cfa society Cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.
Principal Officer
Carey Kruer CFA
Total Revenue
$121K
FY2024
Total Expenses
$97K
FY2024
Net Assets
$355K
Program Ratio
61.5%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.