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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 30-0325375

CFA SOCIETY OF SOUTH FLORIDA INC

Tax-exempt · WEST PALM BCH, FL 33411

Financials

$131K$140K2023$149K$164K2024
Revenue Expenses · by fiscal year end
Financials of CFA SOCIETY OF SOUTH FLORIDA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$148,720$164,148-$15,428$232,482$26,269$206,213
June 30, 2024990-EZ$131,199$140,164-$8,965$222,362$721$221,641
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$66,907
Program service revenue
$75,904
Other revenue
$5,909

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,567
Occupancy
$43,762
Other expenses
$118,819
Program services (functional)
$118,819

Balance sheet and other

Total assets, start of year
$222,362
Total assets, end of year
$232,482
Total liabilities, end of year
$26,269
Net assets, end of year
$206,213
Cash, savings and investments
$232,482
Gross receipts
$148,720

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHRISTOPHER FETESPRESIDENT10$0
URSULA AUGEREXECUTIVE DIRECTOR10$0
MELISSA MASTERSON-KELLENBERGERPAST PRESIDENT10$0
FREDDIE SMITHSONDIRECTOR10$0
BELLA ZHONGTREASURER10$0
BRUCE ROBBDIRECTOR10$0
LISA MARSDENDIRECTOR10$0
CORRY WALSHDIRECTOR10$0
MARK HENEGHANDIRECTOR10$0
WAYNE PETTWAYDIRECTOR10$0
JOY WILKINSONDIRECTOR10$0
990-EZ for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
CHRISTOPHER FETESPRESIDENT10$0
URSULA AUGEREXECUTIVE DIRECTOR10$0
MELISSA MASTERSON-KELLENBERGERPAST PRESIDENT10$0
FREDDIE SMITHSONDIRECTOR10$0
BELLA ZHONGTREASURER10$0
BRUCE ROBBDIRECTOR10$0
LISA MARSDENDIRECTOR10$0
CORRY WALSHDIRECTOR10$0
MARK HENEGHANDIRECTOR10$0
WAYNE PETTWAYDIRECTOR10$0

Address and contacts

Address (IRS master file)
8555 MANGROVE CAY, WEST PALM BCH, FL 33411-5555
In care of
% TERRY WEISSBERG
Signed the 990-EZ
URSULA AUGER, DIRECTOR
Phone
(212) 705-1739
Return prepared by
RINEHIMERBAKER LLC

Mission

FOSTER PROFESSIONAL ANALYSIS KNOWLEDGE

990-EZ for the year ended June 30, 2025

Program accomplishments

  • AWARENESS OF CHARTERED FINANCIAL ANALYSTS TO THE PUBLIC AND INVESTOR COMMUNITY.
    Expenses $3,762
  • IMPROVE PROFESSIONALS KNOWLEDGE OF CURRENT FINANCIALANALYSIS METHODS AND ETHICAL STANDARDS
    Expenses $111,676
  • EDUCATION OF INDIVIDUALS IN FINANCIAL ANALYSIS, SUPPLY INSTRUCTORS FOR CFA EXAM REVIEW CLASSES AND PROMOTE PRACTICE EXAMS TO CFA CANDIDATES.
    Expenses $3,381

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for CFA SOCIETY OF SOUTH FLORIDA INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
30-0325375
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2007
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$232,482
Income (IRS master file)
$148,720

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$148,720$164,148$232,482XML
990-EZJune 2024$131,199$140,164$222,362XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0325375).

Questions about CFA SOCIETY OF SOUTH FLORIDA INC

What is the EIN of CFA SOCIETY OF SOUTH FLORIDA INC?
The employer identification number (EIN) of CFA SOCIETY OF SOUTH FLORIDA INC is 30-0325375.
Is CFA SOCIETY OF SOUTH FLORIDA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2007.
Are donations to CFA SOCIETY OF SOUTH FLORIDA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA SOCIETY OF SOUTH FLORIDA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CFA SOCIETY OF SOUTH FLORIDA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CFA SOCIETY OF SOUTH FLORIDA INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of CFA SOCIETY OF SOUTH FLORIDA INC?
The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does CFA SOCIETY OF SOUTH FLORIDA INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $148,720, expenses of $164,148 and total assets of $232,482 at year end.

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