NonprofitsCfa Society Atlanta Inc

Cfa Society Atlanta Inc

ATLANTA, GA

Total revenue

$538K

Total expenses

$496K

Net assets

$888K

Grants received

$665K

5 grants

EIN

581105110

Tax year

2023

Mission

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.

Financials

FY 2023

Revenue

Contributions & grants$8K
Program service revenue$494K
Investment income$31K
Other revenue$6K
Total revenue$538K

Expenses

Grants paid$20K
Salaries & benefits
Fundraising
Other expenses$476K
Total expenses$496K
Total assets$955K
Net assets$888K

People

15 listed

NameRoleCompensation

CATHY FORD

CONTRACT- E.D.

Board

$100K

40 hrs/wk

ROBERT THOMPSON

President

Board

2.3 hrs/wk

CHARLES GORDON WATERMAN

EXEC VP/GOV.CH.

Board

2.3 hrs/wk

HUNTER PIERPONT

VP - PROGRAMS

Board

2.3 hrs/wk

DAVID RILEY

VP - EDUCATION

Board

2.3 hrs/wk

ANDRETTA WEAVER

Treasurer

Board

2.3 hrs/wk

GREGORY GOODSON

Secretary

Board

2.3 hrs/wk

AARON TANNER JACOBSON SWANSON

Trustee

Board

2.3 hrs/wk

STEPHANIE LANG

Trustee

Board

2.3 hrs/wk

JUAN MENDEZ

Trustee

Board

2.3 hrs/wk

DUNCAN HENSLEY

Trustee

Board

2.3 hrs/wk

CHRISTIAN WILSON

Trustee

Board

2.3 hrs/wk

PAUL ENGLISH

Trustee

Board

2.3 hrs/wk

MICHELLE CHENG

Trustee

Board

2.3 hrs/wk

LIZ YIN

Trustee

Board

2.3 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$50K
GEN SUPPORT
2023
$44K
GEN SUPPORT
2022
$100K
GEN SUPPORT
2021
$9K
GEN SUPPORT
2020
$462K
GEN SUPPORT
2019

Funded by

$665K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$665K · 5 grants · 2019–2023

Details

EIN581105110
Subsection06
Ruling date1972-01
Formed1960
Employees0
Volunteers14
CFA SOCIETY ATLANTA INC — Mission, Financials & Grants Received | Grantivo