Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
13 people listed on the 990.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Promotes ethical investment standards through education and outreach.
Questions for Cfa Society Phoenix
Your first name shows with your question. Cfa Society Phoenix answers here, for everyone.
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This past year the cfa society of phoenix maintained the 500-MEMBER level. While strong growth in recent years, we are committed to continuing relationships with our local universities through student membership and scholarships.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $140K | $53K |
| InvestmentsLn 11–13 | $174K | $272K |
| Total assetsLn 16 | $314K | $325K |
| LiabilitiesLn 26 | $0 | $0 |
| Net assetsLn 32 | $314K | $325K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $0 | |||
| Grants to domestic individualsLn 2 | $2K | |||
| Grants and assistance to foreign recipientsLn 3 | $0 | |||
| Benefits paid to or for membersLn 4 | $0 | |||
| Pay of current officers, directors and key staffLn 5 | $0 | |||
| Pay of disqualified personsLn 6 | $0 | |||
| Other salaries and wagesLn 7 | $0 | |||
| Pension plan contributionsLn 8 | $0 | |||
| Other employee benefitsLn 9 | $0 | |||
| Payroll taxesLn 10 | $0 | |||
| Management feesLn 11a | $0 | |||
| Legal feesLn 11b | $0 | |||
| Accounting feesLn 11c | $0 | |||
| Lobbying feesLn 11d | $0 | |||
| Investment management feesLn 11f | $0 | |||
| Other fees for servicesLn 11g | $25K | |||
| Advertising and promotionLn 12 | $0 | |||
| Office expensesLn 13 | $5K | |||
| Information technologyLn 14 | $0 | |||
| RoyaltiesLn 15 | $0 | |||
| OccupancyLn 16 | $0 | |||
| TravelLn 17 | $0 | |||
| Travel and entertainment for public officialsLn 18 | $0 | |||
| Conferences, conventions and meetingsLn 19 | $187K | |||
| InterestLn 20 | $0 | |||
| Payments to affiliatesLn 21 | $0 | |||
| Depreciation, depletion and amortizationLn 22 | $0 | |||
| InsuranceLn 23 | $0 | |||
| All other expensesLn 24e | $0 | |||
| Total functional expensesLn 25 | $219K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $242K | $260K | −$19K | $312K | 990 PDF |
| FY2024 Viewing | $213K | $219K | −$5K | $325K | 990 PDF |
| FY2023 | $226K | $226K | −$625 | $314K | 990 PDF |
| FY2022 | $166K | $164K | $2K | $310K | 990 PDF |
| FY2021 | $123K | $57K | $67K | $317K | 990 PDF |
| FY2020 | $198K | $161K | $37K | $218K | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $213,475 revenue, 12 lines filed
Part VI · Governance 13 of 13 board members independent, 1 to look at
Part VIII · Statement of revenue $213,475 across 3 lines filed
Part IX · Statement of functional expenses $218,537 across 29 lines filed
Part X · Balance sheet $324,829 assets, 7 lines filed
Part XI · Reconciliation of net assets $324,829 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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