CFA SOCIETY PHILADELPHIA INC
Data sourced from IRS 990 public filings
CFA SOCIETY PHILADELPHIA INC CAREER ADVANCEMENT OF PROFESSIONALS
Annual Revenue
$629,370
Known Funders
2
Grants Received
5
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $629,370 | $683,878 | $1,024,289 |
| 2022 | $593,332 | $615,440 | $870,162 |
| 2021 | $591,832 | $543,313 | $896,798 |
| 2020 | $501,211 | $387,111 | $829,669 |
| 2019 | $634,587 | $547,244 | $674,306 |
| 2018 | $755,997 | $714,450 | $612,944 |
| 2017 | $573,350 | $655,708 | $515,633 |
| 2016 | $549,611 | $584,017 | $587,304 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
PHILADELPHIA, PA
PHILADELPHIA, PA
PHILADELPHIA, PA
Key Personnel
From 2024 IRS 990 filing
PETER CONNERS
EXECUTIVE DIRECTOR
SEAN HEBERLING
GOVERNANCE COMMITTEE CO-CHAIR
ROBERT NORTON
PROGRAMS COMMITTEE
RICH JAKOTOWICZ
PRESIDENT
MICHAEL NEELY
TREASURER
MELISSA NOVAK
GOVERNANCE COMMITTEE CO-CHAIR
LESLIE THEODOSOPOULOS
VICE PRESIDENT
LARA COVIELLO
VICE PRESIDENT, FINANCE & AUDIT COMMITTEE
FLOYD SIMPSON
IMMEDIATE PAST PRESIDENT
BRIAN LAUZON
WEALTH MANAGEMENT COMMITTE
Showing 10 of 14 key personnel.
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