CFA Society Orange County

Fiscal year ending 2025. Filed on October 28, 2025.

4533 Macarthur Blvd 182
Newport Beach, California 92660

CFA Society Orange County (EIN: 33-0228558) has filed an IRS Form 990 between fiscal years 2016 and 2025. In its fiscal year 2025 IRS Form 990 filing, CFA Society Orange County, a 501(c)(6) business league, reported compensation for 3 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$229,738

Expenses

$237,480

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Mission Statement

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.

Revisions to this organization profile

October 28, 2025:
2025 CFA Society Orange County 990 filed
January 30, 2024:
2023 CFA Society Orange County 990 filed
August 19, 2022:
2022 CFA Society Orange County 990 filed

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