Cfa Miami Inc
Nonprofit profile at a glance
- EIN
- 611572381
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024
- Location
- Miami, FL, USA
- Phone
- 3053088804
- Rating confidence
- Limited
- Sector
- Business and Industry
Reported finances
- Revenue
- $164,150
- Expenses
- $102,263
- Assets
- $321,126
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- GUILLERMO RODRIGUEZ (PRESIDENT &T)
People named in this filing
- GUILLERMO RODRIGUEZ (PRESIDENT &T)
- KIMBERLY ARGUELLO (VICE PRESIDE)
- RUTH OCASIO (ADMINISTRATO)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote local investment management professionals.
What it reported doing in 2024
Series of educational and networking events for local investment professionals.
Operating model
- Revenue model
- Membership-supported. 78% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 75
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 37.7%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 3.14; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 6.3% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: 20.2% per year; rating input score 100; 80th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.