NonprofitsCfa Societies Of Texas

Community Improvement & Capacity Building

Cfa Societies Of Texas

DRIFTWOOD, TX

Total revenue

$53K

Total expenses

$58K

Net assets

$126K

Grants received

$256K

5 grants

EIN

454833185

Tax year

2024

Mission

The cfa societies of texas is a collaborative association of texas cfa societies to further the promotion of the ethical and professional standards within the investment industry, to enhance professional development opportunities through the cfa program, and to facilitate the open exchange of information and opinions.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$48K
Investment income$5K
Other revenue
Total revenue$53K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$23K
Total expenses$58K
Total assets$126K
Net assets$126K

People

8 listed

NameRoleCompensation

KEVIN LINCOLN

Treasurer

Board

1 hrs/wk

GIOVANNA CARTER

Chairman

Board

1 hrs/wk

GABE THORNHILL

Director

Board

1 hrs/wk

LISA MCDANIEL

Director

Board

1 hrs/wk

BRANDON TROEGLE

Director

Board

1 hrs/wk

TODD CENTURINO

Director

Board

1 hrs/wk

LELA DUNLAP

Director

Board

1 hrs/wk

CHRISTOPHER LOOP

Director

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$48K
GEN SUPPORT
2023
$57K
GEN SUPPORT
2022
$66K
GEN SUPPORT
2021
$41K
GEN SUPPORT
2020
$44K
GEN SUPPORT
2019

Funded by

$256K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$256K · 5 grants · 2019–2023

Details

EIN454833185
NTEE codeS40
Subsection06
Ruling date2016-03
CFA SOCIETIES OF TEXAS — Mission, Financials & Grants Received | Grantivo