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CFA SOCIETY OF SOUTH FLORIDA INC

WEST PALM BEACH, FLEIN: 30-0325375Website

Data sourced from IRS 990 public filings

CFA SOCIETY OF SOUTH FLORIDA INC FOSTER PROFESSIONAL ANALYSIS KNOWLEDGE

Annual Revenue

$148,720

Known Funders

6

Grants Received

7

Financial History

YearRevenueExpensesAssets
2024$148,720$164,148$232,482

Top Funders

CFA INSTITUTE

CHARLOTTESVILLE, VA

$48,172 (2021)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$31,941 (2022)
CODY FOUNDATION

BOCA RATON, FL

$10,000 (2024)
$2,500 (2024)
$1,500 (2024)
THE EDWARD & LUCILLE KIMMEL

WEST PALM BEACH, FL

$500 (2024)

Key Personnel

From 2024 IRS 990 filing

J

JOY WILKINSON

DIRECTOR

W

WAYNE PETTWAY

DIRECTOR

M

MARK HENEGHAN

DIRECTOR

C

CORRY WALSH

DIRECTOR

L

LISA MARSDEN

DIRECTOR

B

BRUCE ROBB

DIRECTOR

B

BELLA ZHONG

TREASURER

F

FREDDIE SMITHSON

DIRECTOR

M

MELISSA MASTERSON-KELLENBERGER

PAST PRESIDENT

U

URSULA AUGER

EXECUTIVE DIRECTOR

Showing 10 of 11 key personnel.

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