Nonprofit · EIN 25-1421153
CFA SOCIETY OF PITTSBURGH
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $175,446 | $152,473 | $22,973 | $383,833 | $0 | $383,833 |
| June 30, 2024 | 990-EZ | $179,116 | $176,826 | $2,290 | $357,302 | $0 | $357,302 |
| June 30, 2023 | 990-EZ | $136,090 | $93,710 | $42,380 | $351,594 | $0 | $351,594 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $73,083
- Membership dues
- $65,650
- Program service revenue
- $22,337
- Investment income
- $14,376
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $38,276
- Printing, publications and postage
- $1,736
- Other expenses
- $112,461
- Program services (functional)
- $94,738
Balance sheet and other
- Total assets, start of year
- $357,302
- Total assets, end of year
- $383,833
- Total liabilities, end of year
- $0
- Net assets, end of year
- $383,833
- Cash, savings and investments
- $162,156
- Gross receipts
- $175,446
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC FENCIL | CO-PRESIDENT | 2.5 | $0 |
| STEVEN MILLER | VICE PRESIDENT | 2.5 | $0 |
| NICHOLAS FINDLEY | TREASURER | 2.5 | $0 |
| DINA MUTH | SECRETARY | 2.5 | $0 |
| GENE NATALI JR | BOARD MEMBER | 1 | $0 |
| JASON PETTNER | BOARD MEMBER | 1 | $0 |
| JOSPEH ARTUSO | BOARD MEMBER | 1 | $0 |
| JIM HERRINGTON | BOARD MEMBER | 1 | $0 |
| PIETER VAN DE KEER | BOARD MEMBER | 1 | $0 |
| PATRICK STROLLO | BOARD MEMBER | 1 | $0 |
| JODY MADALA | CO PRESIDENT | 2.5 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC FENCIL | CO-PRESIDENT | 2.5 | $0 |
| STEVEN MILLER | VICE PRESIDENT | 2.5 | $0 |
| NICHOLAS FINDLEY | TREASURER | 2.5 | $0 |
| DINA MUTH | SECRETARY | 2.5 | $0 |
| GENE NATALI JR | BOARD MEMBER | 1 | $0 |
| JASON PETTNER | BOARD MEMBER | 1 | $0 |
| JOSPEH ARTUSO | BOARD MEMBER | 1 | $0 |
| JIM HERRINGTON | BOARD MEMBER | 1 | $0 |
| PIETER VAN DE KEER | BOARD MEMBER | 1 | $0 |
| PATRICK STROLLO | BOARD MEMBER | 1 | $0 |
| JODY MADALA | CO PRESIDENT | 2.5 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODY MADALA | PRESIDENT | 2.5 | $0 |
| ERIC FENCIL | VICE PRESIDENT | 2.5 | $0 |
| PHILIP BARTELS | TREASURER | 2.5 | $0 |
| DINA MUTH | SECRETARY | 2.5 | $0 |
| GENE NATALI JR | BOARD MEMBER | 1 | $0 |
| BRADLEY JONES | BOARD MEMBER | 1 | $0 |
| JESSICA FESDAN | BOARD MEMBER | 1 | $0 |
| JIM HERRINGTON | IMMEDIATE PAST PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1212, PITTSBURGH, PA 15230-1212
- In care of
- % RONALD P GALA
- Signed the 990-EZ
- NICHOLAS FINDLEY, TREASURER
- Phone
- (814) 573-6535
- Return prepared by
- BBA CPAS PC
Mission
THE MISSION OF THE SOCIETY OF PITTSBURGH IS TO LEAD THE REGIONAL INVESTMENT PROFESSION BY PROVIDING EDUCATIONAL AND CAREER DEVELOPMENT OPPORTUNITIES FOR FINANCIAL PROFESSIONALS,THE COMMUNITY AND STUDENTS. THE SOCIETY PURSUES THIS MISSION BY ACTIVELY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, ENCOURAGING PROFESSIONAL DEVELOPMENT THROUGH THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM, AND BY FACILITATING THE OPEN EXCHANGE OF INFORMATION AND OPINIONS THROUGH VARIOUS TYPES OF EVENTS.
Program accomplishments
- MEETINGS AND EVENTS TO ALLOW FINANCIAL PROFESSIONALS TO LEARN ABOUT LEADERSHIP NEEDS AND SKILLS NEEDED TO SUCCEED IN THEIR PROFESSION. THERE IS A EMERGING LEADER CONFERENCE WHICH IS FOLLOWED UP WITH NETWORKING AND SOCIAL MEETINGS TO MENTOR AND GUIDE UPCOMING PROFESSIONALS AND ASSIST THE SEASONED PROFESSIONAL.Expenses $10,833
- AN ANNUAL ENDOWMENT/FOUNDATION CONFERENCE IS HELD FOR THE GENERAL PUBLIC AND FINANCIAL PROFESSIONALS (MEMBERS AS WELL AS NON-MEMBERS) TO INFORM AND EDUCATE ATTENDEES ON SPECIFIC ISSUES RELATED TO ENDOWMENTS AND FOUNDATIONS.Expenses $21,145
- ANNUAL CAREER FAIR, AN EVENT FOR ALL FINANCE PROFESSIONALS AND POTENTIAL FINANCE PROFESSIONALS TO MEET, NETWORK AND LEARN ABOUT CAREER DEVELOPMENT OPPORTUNITIES IN THE LOCAL AREA AND STANDARDS FOR THE PROFESSION.Expenses $20,493
- MEETINGS, VARIOUS NETWORKING EVENTS,AND SPECIALIZED EVENTS TO ALLOW PROFESSIONALS AND STUDENTS TO DISCUSS CURRENT CHALLENGES AND CURRENT OUTLOOK AND STRATEGIES FOR THE PROFESSION. INCLUDES FINANCIAL PLANNING STRATEGIES, COMPETITIONS,AN ANNUAL MEETING AND INVESTMENT CHALLENGE RESEARCH AND VARIOUS SOCIAL AND EDUCATIONAL MEETINGS THROUGH OUT THE YEAR.Expenses $42,267
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 25-1421153
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $383,833
- Income (IRS master file)
- $175,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $175,446 | $152,473 | $383,833 | IRS |
| 990-EZ | June 2024 | $179,116 | $176,826 | $357,302 | IRS |
| 990-EZ | June 2023 | $136,090 | $93,710 | $351,594 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 25-1421153).
Questions about CFA SOCIETY OF PITTSBURGH
- What is the EIN of CFA SOCIETY OF PITTSBURGH?
- The employer identification number (EIN) of CFA SOCIETY OF PITTSBURGH is 25-1421153.
- Is CFA SOCIETY OF PITTSBURGH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1999.
- Are donations to CFA SOCIETY OF PITTSBURGH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF PITTSBURGH 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 PITTSBURGH 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 PITTSBURGH 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 PITTSBURGH?
- 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 PITTSBURGH have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $175,446, expenses of $152,473 and total assets of $383,833 at year end.
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All nonprofits in PITTSBURGH · Pennsylvania · Community improvement and capacity building