The Cfa Society of Orlando Inc
Public records raise at least one point you should look into before giving.
What it says it does
TO FOSTER A VIBRANT AND ETHICAL INVESTMENT COMMUNITY BY DELIVERING MEMBER VALUE,DEVELOPING FINANCE PROFESSIONALS, AND BUILDING MARKET INTEGRITY IN CENTRAL FLORIDA.
- Income
- $104,006
- Spending
- $89,323
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)
- $32,055 spent. ANNUAL FORECAST DINNER - EDUCATIONAL EVENT OUR ANNUAL FORECAST DINNER IS OUR MARQUEE EVENT,REGULARLY ATTENDED BY 200+_FINANCE PROFESSIONALS, LAWYERS,CLIENTS,AND THOSE INTERESTED IN LEARNING ABOUT FINANCE AND THE ECONOMY.SPEAKERS GAVE THEIR ECONOMIC OUTLOOK AND DISCUSS VARIOUS TRENDS IN THE FINANCIAL MARKETS. EXPENSES ASSOCIATED WITH HOSTING THE EVENT TOTALED 46220. TICKET REVENUES ASSOCIATED WITH THE EVENT TOTALED 14165. NET OUTFLOW HOSTING THE EVENT FOR MEMBERS AND THE GENERAL PUBLIC TOTALED 32055.
- $7,137 spent. CFAO PODCAST SUBJECT MATTER EXPERTS FROM OUR SOCIETY INTERVIEW FOUNDERS, CHIEF EXECUTIVE OFFICER'S, CHIEF INVESTMENT STRATEGISTS, FED PRESIDENTS AND MORE TO DISCUSS TIMELY AND RELEVANT TOPICS IN FINANCE. OUR MISSION IS TO EDUCATE INVESTORS AND INVESTMENT PROFESSIONALS IN FLORIDA, THE AMERICAS AND BEYOND, WITH A FOCUS ON MAKING YOU A MORE INFORMED INVESTOR AND/OR ADVISOR. THERE IS NO INCOME GENERATED BY THIS ACTIVITY. EXPENSES ASSOCIATED WITH THIS ACTIVITY WERE 7138
- $13,017 spent. BREAKFAST WITH THE FED-MEMBER EDUCATION EVENT TO PROVIDE MEMBERS WITH AN UPDATE ON CURRENT ECONOMIC CONDITIONS AND HOW THE FEDERAL RESERVE BOARD IS REVIEWING THE DATA FOR MANAGEMENT OF MONETARY POLICY. EXPENSES ASSOCIATED WITH HOSTING THE EVENT TOTALED 14192. TICKET REVENUES ASSOCIATED WITH THE EVENT TOTALED 1175. NET OUTFLOW HOSTING THE EVENT FOR MEMBERS AND THE GENERAL PUBLIC TOTALED 13017.
- $6,695 spent. ALL OTHER EVENT AND PROGRAM EXPENSES THESE PROGRAMS ARE AVAILABLE TO MEMBERS AND OFTENTIMES PUBLIC, FOLLOWING THE MAIN PURPOSE OF FURTHERING FINANCIAL LITERACY AND EDUCATING PROFESSIONALS AND NON PROFESSIONALS ABOUT THE CFA CREDENTIAL
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? Worth knowing.
Status was revoked on November 15, 2012 for not filing returns for three years. The IRS now lists it as tax-exempt again.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 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 August 2014.
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 November 4, 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.