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Nonprofit · EIN 61-1572381

CFA MIAMI INC

Tax-exempt · MIAMI, FL 33296

Financials

$164K$102K2024
Revenue Expenses · by fiscal year end
Financials of CFA MIAMI INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$164,150$102,263$61,887$321,126–$321,126
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$128,709
Program service revenue
$16,846
Investment income
$18,595

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$15,015
Other expenses
$87,248

Balance sheet and other

Total assets, start of year
$259,239
Total assets, end of year
$321,126
Total liabilities, end of year
–
Net assets, end of year
$321,126
Cash, savings and investments
$320,926
Gross receipts
$164,150

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
GUILLERMO RODRIGUEZPRESIDENT &T2$0
KIMBERLY ARGUELLOVICE PRESIDE2$0
RUTH OCASIOADMINISTRATO2$0

Address and contacts

Address (IRS master file)
PO BOX 960901, MIAMI, FL 33296-0901
In care of
% ROBERT CALLAHAN
Signed the 990-EZ
GUILLERMO RODRIGUEZ, PRESIDENT &TREASURER
Phone
(305) 308-8804
Return prepared by
TURNER & ASSOCIATES LLP

Mission

TO PROMOTE LOCAL INVESTMENT MANAGEMENT PROFESSIONALS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • SERIES OF EDUCATIONAL AND NETWORKING EVENTS FOR LOCAL INVESTMENT PROFESSIONALS.

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

IRS record

EIN
61-1572381
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$321,126
Income (IRS master file)
$164,150

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025–––IRS
990-EZJune 2024–––IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CFA MIAMI INC

What is the EIN of CFA MIAMI INC?
The employer identification number (EIN) of CFA MIAMI INC is 61-1572381.
Is CFA MIAMI INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2009.
Are donations to CFA MIAMI INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA MIAMI 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 MIAMI 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 MIAMI 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 MIAMI INC?
The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CFA MIAMI INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $164,150, expenses of $102,263 and total assets of $321,126 at year end.

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