CFA Society Phoenix

Fiscal year ending 2018. Filed on October 22, 2018.

PO Box 19317
Fountain Hills, Arizona 85269

CFA Society Phoenix (EIN: 86-0469879) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2018 IRS Form 990 filing, CFA Society Phoenix, a 501(c)(6) business league, reported compensation for 13 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$150,344

Expenses

$147,391

Employee compensation

Revenue, expenses, and employee compensation over time

Non-Employee Board Members

No board members were reported during this fiscal year.

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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