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CFA SOCIETY CHICAGO

CHICAGO, ILEIN: 36-2595074Website

Data sourced from IRS 990 public filings

CFA SOCIETY CHICAGO CFA SOCIETY CHICAGO AIMS TO LEAD THE INVESTMENT MANAGEMENT AND FINANCIAL SERVICES PROFESSIONS BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, CONTINUING EDUCATION, AND FOR THE BENEFIT OF CFA CHARTER HOLDERS IN OUR MARKET.

Education & Awareness
Adults (Ages 26-64)
Local (City/County Level)
Free Market/Pro-Business
Community & Economic Development
Education
K-12 Education

Annual Revenue

$1,557,056

Known Funders

1

Grants Received

2

Financial History

YearRevenueExpensesAssets
2023$1,557,056$1,877,028$3,207,633
2022$2,113,433$1,773,026$3,272,290
2021$1,555,705$1,648,375$2,288,053
2020$1,330,480$1,295,439$2,860,918
2019$1,624,349$1,790,549$2,457,291
2018$1,725,848$1,823,393$2,503,810
2017$1,677,872$1,584,310$2,504,657
2016$1,594,763$1,536,635$2,367,004

Top Funders

CFA INSTITUTE

CHARLOTTESVILLE, VA

$283,207 (2021)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$232,581 (2022)

Key Personnel

From 2023 IRS 990 filing

W

WILLIAM FITZPATRICK

IMMEDIATE PAST CHAIR

Officer
C

CATHERINE DRAKE

CHAIR

Officer
J

JEREMY HEER

VICE CHAIR

Officer
K

KATHARINE WYATT

SECRETARY/TREASURER

Officer
J

JAMES BOUDREAULT

DIRECTOR

T

TIFFANY GREENHOUSE

DIRECTOR

S

SHERI HAWKINS

DIRECTOR

A

AARON MEDER

DIRECTOR

K

KWEKU OBED

DIRECTOR

B

BLAKE PONTIUS

DIRECTOR

Showing 10 of 22 key personnel.

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