Cfa Society of South Florida Inc
Nonprofit profile at a glance
- EIN
- 300325375
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- West Palm Beach, FL, USA
- Phone
- 2127051739
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Small Business Development
Reported finances
- Revenue
- $148,720
- Expenses
- $164,148
- Assets
- $232,482
- Liabilities
- $26,269
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- CHRISTOPHER FETES (PRESIDENT)
- URSULA AUGER (EXECUTIVE DIRECTOR)
- MELISSA MASTERSON-KELLENBERGER (PAST PRESIDENT)
People named in this filing
- CHRISTOPHER FETES (PRESIDENT)
- URSULA AUGER (EXECUTIVE DIRECTOR)
- MELISSA MASTERSON-KELLENBERGER (PAST PRESIDENT)
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
Foster professional analysis knowledge
What it reported doing in 2024
Education of individuals in financial analysis, supply instructors for cfa exam review classes and promote practice exams to cfa candidates.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 77
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.9%; rating input score 80
- Program expense ratio: 72.4%; rating input score 72
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -10.4%; rating input score 15; 15th percentile among comparable filings
- Total-asset coverage ratio: 1.42; rating input score 71; 71st percentile among comparable filings
- Liabilities to assets ratio: 0.11; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 3.1% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 4.5% per year; rating input score 100; 45th percentile among comparable filings
- Asset growth: 2.6% per year; rating input score 100; 36th percentile among comparable filings
Details
- Where the money goes: 79.9% of revenue deployed · 72.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $119K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 filing years from 2010 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 15/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.