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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: CFA Society Orange County
EIN 33-0228558 · Snapshot of IRS recognition, filing currency, financial health, and governance.
CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
Total Revenue
$230K
FY2024
Total Expenses
$237K
FY2024
Net Assets
$365K
Program Ratio
6.3%
expenses on programs
Employees
0
Volunteers
—
Board Members
9
Voting
0
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.