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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 59-3405436 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.
Total Revenue
$101K
FY2024
Total Expenses
$84K
FY2024
Net Assets
$235K
Program Ratio
98.0%
expenses on programs
Employees
0
Volunteers
—
Board Members
12
Voting
0
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.