CFA SOCIETY PHOENIX MEMBERSHIP ASSOCIATION THAT PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY THROUGH MEMBER AND PUBLIC EDUCATIONAL SEMINARS AND OUTREACH EVENTS.
Local (City/County Level)
Young Adults (Ages 19-25)
Education & Awareness
Higher Education Access
Education Policy & Reform
Policy Advocacy & Legislative Reform
Annual Revenue
$213,475
Known Funders
1
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $213,475 | $218,537 | $324,829 |
| 2022 | $225,578 | $226,203 | $313,558 |
| 2021 | $166,460 | $163,994 | $310,174 |
| 2020 | $123,222 | $56,548 | $317,216 |
| 2019 | $197,913 | $160,897 | $217,764 |
| 2018 | $209,297 | $190,266 | $182,067 |
Top Funders
CFA INSTITUTE
CHARLOTTESVILLE, VA
$55,491 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$52,735 (2022)
Key Personnel
From 2023 IRS 990 filing
W
WILLIAM LEE
VICE-PRESIDENT
Officer
M
MATTHEW J WHITE
TREASURER
Officer
B
BART MILLER
SECRETARY
Officer
A
AMANDA ZAKHAROV
DIRECTOR
A
ANDREA PATTERSON
DIRECTOR
B
BEN NYARKO
DIRECTOR
B
BRETON STEIN
DIRECTOR
C
CJ DENNIS
DIRECTOR
E
EVAN NUTTALL
DIRECTOR
J
JEFF ELLMAURER
DIRECTOR
Showing 10 of 25 key personnel.
Frequently Asked Questions
Other Nonprofits in Arizona
Banner Health$10,839,690,022
MERCY CARE$4,809,752,384
HONORHEALTH$3,455,315,312
Banner-University Family Care$1,956,614,522
Grand Canyon University$1,870,735,835
Unlock Full Nonprofit Data
Sign up for free to access the complete funder list, financial history, program details, key personnel, and smart matching.