Cfa Society Providence
Nonprofit profile at a glance
- EIN
- 237069442
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2010
- Location
- Providence, RI, USA
- Phone
- 5084157078
- Rating confidence
- Limited
Reported finances
- Revenue
- $37,408
- Expenses
- $34,220
- Assets
- $218,135
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JUSTIN MAISTROW (VICE PRESIDENT AND SECRETA)
- JAMISON MILLER (PRESIDENT)
People named in this filing
- KEVIN ARRUDA (BOARD MEMBER)
- LIU WANG (BOARD MEMBER)
- ALFONSO CUMPLIDO (BOARD MEMBER)
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
Local chapter of the cfa institute. Founded in 1947, cfa society providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.
What it reported doing in 2024
Host monthly education programs for cfa institute members and guests, aimed at investment decisions and ethical standards in the financial industry.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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: 68
- 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: 8.5%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 6.37; rating input score 87; 87th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -24.4% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: 2.9% per year; rating input score 100; 64th percentile among comparable filings
- Asset growth: 12% per year; rating input score 100; 76th 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 · 9 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2014 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 — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.