CFA Society Atlanta Inc
The Organization was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members.
CFA Society Atlanta Inc at a glance
In short: CFA Society Atlanta Inc gave $10K across 1 grant in 2025 (avg $10K), mostly in Georgia. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $10,000
- -50.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $10,000
- -50.0% vs 2024
- Median grant
- $10,000
- Total assets
- $1,089,617
- +14.1% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who CFA Society Atlanta Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Asfip Foundation Inc ($10K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2021) to $20K (2024). In 2025 it made 1 grant totaling $10K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Asfip Foundation Inc Atlanta, GA | Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,089,617 | $562,336 | $484,706 | $10,000 | 1 | $59,170 |
| 2024 | $954,897 | $538,158 | $496,409 | $20,000 | 1 | $30,908 |
| 2023 | $937,839 | $397,823 | $309,116 | $10,000 | 1 | $20,848 |
| 2022 | $845,251 | $382,796 | $373,282 | $10,000 | Total only | $13,161 |
| 2021 | $1,003,279 | $320,369 | $158,534 | $10,000 | Total only | $23,403 |
| 2020 | $912,062 | $803,984 | $605,869 | — | — | $39,165 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About CFA Society Atlanta Inc
Based on IRS filings
CFA Society Atlanta Inc is a public charity focused on Adults, based in Atlanta, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $59K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
CFA Society Atlanta Inc is led by Cathy Ford, Contract- Executive Director on every filing since 2021; 1 of 16 officers listed in 2025 is compensated.
Officers on the 2025 filing
Cathy Ford
Contract- Executive Director
On filings since 2021
40 hrs/week
$107K (2021) → $99K (2025)
Bill Annis
President
Trustee → President, 2025
On filings since 2023
2.3 hrs/week
No compensation reported
Robert Thompson
Trustee
Vice President - Programs → President, 2024
President → Trustee, 2025
On filings since 2022
2.3 hrs/week
No compensation reported
Juan Mendez
Trustee
On filings since 2023
2.3 hrs/week
No compensation reported
Duncan Hensley
Trustee
On filings since 2024
2.3 hrs/week
No compensation reported
Liz Yin
Trustee
On filings since 2024
2.3 hrs/week
No compensation reported
Michelle Cheng
Trustee
On filings since 2024
2.3 hrs/week
No compensation reported
Stephanie Lang
Trustee
On filings since 2024
2.3 hrs/week
No compensation reported
Charlie Waterman
Trustee
New on the 2025 filing
2.3 hrs/week
No compensation reported
Chris Wilson
Trustee
New on the 2025 filing
2.3 hrs/week
No compensation reported
Andretta Weaver
Past Treasurer
Secretary → Treasurer, 2023
Treasurer → Past Treasurer, 2025
On filings since 2020
2.3 hrs/week
No compensation reported
David Riley
Vice President - Education
Trustee → Vice President - Education, 2024
On filings since 2022
2.3 hrs/week
No compensation reported
Gregory Goodson
Secretary
On filings since 2023
2.3 hrs/week
No compensation reported
Amanda Cogar
Treasurer
New on the 2025 filing
2.3 hrs/week
No compensation reported
Rex Macey
Executive Vice President & Gov.ch.
New on the 2025 filing
2.3 hrs/week
No compensation reported
Scott Roberts
Vice President - Programs
New on the 2025 filing
2.3 hrs/week
No compensation reported
Former officers (28)
- Former: Aaron Tanner Jacobson Swanson (2021–2024) — Trustee
- Former: Charles Gordon Waterman (2021–2024) — Executive Vice President & Gov.ch.
- Former: Christian Wilson (2021–2024) — Trustee
- Former: Hunter Pierpont (2022–2024) — Vice President - Programs
- Former: Paul English (2024) — Trustee
- Former: Christine Wink Mackay (2021–2023) — Trustee
- Former: Marilyn M. Kimball (2021–2023) — Trustee
- Former: Armond Reese (2022–2023) — Trustee
- Former: Celia Anderson (2020–2022) — President
- Former: Evan Ponder Byers (2020–2022) — Trustee
- Former: Natalia Mazitova Jones (2020–2022) — Trustee
- Former: Vincent Baria (2020–2022) — Trustee
- Former: Andretta Shalon Weaver-Barksda (2021–2022) — Secretary
- Former: Belinda Brady (2021–2022) — Trustee
- Former: George J. Hauptfuhrer (2021–2022) — Treasurer
- Former: Aaron Zeide (2020–2021) — Trustee
- Former: Aradhana Kejriwal (2020–2021) — Trustee
- Former: Emilie Esteban Sumera (2020–2021) — Trustee
- Former: Fred Tulley (2020–2021) — Executive Vice President & Gov.ch.
- Former: George Chen (2020–2021) — Trustee
- Former: John Skinner (2020–2021) — Trustee
- Former: Marc Altschull (2020–2021) — Treasurer
- Former: Aaron Jacobson-Swanson (2020) — Executive Vice President
- Former: Christy Loop (2020) — Trustee
- Former: David Lee (2020) — Trustee
- Former: Dyer Kennedy (2020) — Vice President - Education
- Former: Polina Denissova (2020) — Trustee
- Former: William Hanna Hope II (2020) — Advocacy
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $99K, to Cathy Ford (Contract- E.D.).
Frequently asked questions about CFA Society Atlanta Inc
How much does CFA Society Atlanta Inc give each year?
CFA Society Atlanta Inc gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $20K across 1 grant.
How large is CFA Society Atlanta Inc?
CFA Society Atlanta Inc reported $1.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $562K.
What is CFA Society Atlanta Inc?
CFA Society Atlanta Inc is a public charity focused on Adults, based in Atlanta, GA. It holds $1.1M in total assets as of 2025.
Where does CFA Society Atlanta Inc operate?
CFA Society Atlanta Inc has awarded grants in Georgia.
What is CFA Society Atlanta Inc's EIN?
CFA Society Atlanta Inc's EIN (Employer Identification Number) is 58-1105110. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 4, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work CFA Society Atlanta Inc funds
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