CFA Society Phoenix

Fiscal year ending 2024. Filed on April 8, 2025.

233 E Southern Ave Ste 27225
Tempe, Arizona 85282

CFA Society Phoenix (EIN: 86-0469879) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, CFA Society Phoenix, a 501(c)(6) business league, reported compensation for 0 out of 0 total employees.

Revenue, expenses, and employee compensation

Revenue

$213,475

Expenses

$218,537

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year (employee data available for 2018, 2017).

Mission Statement

WE PROMOTE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, 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 WORK TO FURTHER THE PUBLICS UNDERSTANDING OF THE INVESTMENT INDUSTRY.

Revisions to this organization profile

April 8, 2025:
2024 CFA Society Phoenix 990 filed
December 21, 2023:
2023 CFA Society Phoenix 990 filed
September 14, 2022:
2022 CFA Society Phoenix 990 filed

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