Cfa Society of Pittsburgh
Public records raise at least one point you should look into before giving.
What it says it does
THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS.
- Income
- $175,446
- Spending
- $152,473
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $10,833 spent. MEETINGS AND EVENTS TO ALLOW FINANCIAL PROFESSIONALS TO LEARN ABOUT LEADERSHIP NEEDS AND SKILLS NEEDED TO SUCCEED IN THEIR PROFESSION. THERE IS A EMERGING LEADER CONFERENCE WHICH IS FOLLOWED UP WITH NETWORKING AND SOCIAL MEETINGS TO MENTOR AND GUIDE UPCOMING PROFESSIONALS AND ASSIST THE SEASONED PROFESSIONAL.
- $21,145 spent. AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS.
- $20,493 spent. ANNUAL CAREER FAIR, AN EVENT FOR ALL FINANCE PROFESSIONALS AND POTENTIAL FINANCE PROFESSIONALS TO MEET, NETWORK AND LEARN ABOUT CAREER DEVELOPMENT OPPORTUNITIES IN THE LOCAL AREA AND STANDARDS FOR THE PROFESSION.
- $42,267 spent. MEETINGS, VARIOUS NETWORKING EVENTS,AND SPECIALIZED EVENTS TO ALLOW PROFESSIONALS AND STUDENTS TO DISCUSS CURRENT CHALLENGES AND CURRENT OUTLOOK AND STRATEGIES FOR THE PROFESSION. INCLUDES FINANCIAL PLANNING STRATEGIES, COMPETITIONS,AN ANNUAL MEETING AND INVESTMENT CHALLENGE RESEARCH AND VARIOUS SOCIAL AND EDUCATIONAL MEETINGS THROUGH OUT THE YEAR.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 1999.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.