NonprofitsCfa Society Memphis

Cfa Society Memphis

GERMANTOWN, TN

Total revenue

$41K

Total expenses

$54K

Net assets

$169K

Grants received

$193K

5 grants

EIN

621636928

Tax year

2024

Mission

Serve and lead financial professionals by promoting ethical standards and professional development benefitting our community.

Financials

FY 2024

Revenue

Contributions & grants$16K
Program service revenue$1K
Investment income$190
Other revenue
Total revenue$41K

Expenses

Grants paid
Salaries & benefits$20K
Fundraising
Other expenses$34K
Total expenses$54K
Total assets$169K
Net assets$169K

People

11 listed

NameRoleCompensation

ABBY SPANN

EXECUTIVE DIRECTOR

Board

$20K

10 hrs/wk

EUGENE GARD CFA

PRESIDENT

Board

2 hrs/wk

NAPOLEON OVERTON CFA

VICE PRESIDENT

Board

2 hrs/wk

PAUL SHIFFLET CFA

SECRETARY

Board

2 hrs/wk

LUCAS PARRIS CFA

TREASURER

Board

2 hrs/wk

JEFF LEWIS CFA

PAST PRESIDENT

Board

2 hrs/wk

ANURAG PANDIT CFA

PAST PRESIDENT

Board

2 hrs/wk

BRITTANY CLARK CFA

BOARD MEMBER

Board

2 hrs/wk

NICOLA DAROZA CFA

BOARD MEMBER

Board

2 hrs/wk

SREENI MEKA CFA

BOARD MEMBER

Board

2 hrs/wk

WILL TOBERMANN CFA

BOARD MEMBER

Board

2 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$24K
GEN SUPPORT
2023
$36K
GEN SUPPORT
2022
$37K
GEN SUPPORT
2021
$41K
GEN SUPPORT
2020
$55K
GEN SUPPORT
2019

Funded by

$193K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$193K · 5 grants · 2019–2023

Details

EIN621636928
Subsection06
Ruling date2021-02
CFA SOCIETY MEMPHIS — Mission, Financials & Grants Received | Grantivo