NonprofitsCfa Society Of Alabama Inc

Community Improvement & Capacity Building

Cfa Society Of Alabama Inc

BIRMINGHAM, AL

Total revenue

$70K

Total expenses

$64K

Net assets

$86K

Grants received

$182K

5 grants

EIN

631064381

Tax year

2024

Mission

The purpose of the society is to promote the professional goals and professional development of persons in the state of alabama who are engaged in the practice of financial analysis, teaching the practice of financial analysis, or supervising those engaged in the practice of financial analysis and provide education about, encourage adherence to, and enforce compliance with the code of ethics and standards of professional conduct of the association for investment management and research.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$24K
Investment income
Other revenue
Total revenue$70K

Expenses

Grants paid
Salaries & benefits$9K
Fundraising
Other expenses$55K
Total expenses$64K
Total assets$86K
Net assets$86K

People

11 listed

NameRoleCompensation

VALLERY N BROWN CFA

PRESIDENT

Board

3 hrs/wk

IVAN TRUSS CFA

VICE PRESIDENT

Board

1 hrs/wk

ADRIAN HUGHES CFA

SECRETARY

Board

1 hrs/wk

STEVEN ELSEROAD CFA

TREASURER

Board

1 hrs/wk

MICHAEL D ANDERSON CFA

DIRECTOR

Board

1 hrs/wk

SANTOSH SINGH CFA

DIRECTOR

Board

1 hrs/wk

TREY CARTLEDGE CFA

DIRECTOR

Board

1 hrs/wk

JUSTIN MAYFIELD CFA

DIRECTOR

Board

1 hrs/wk

STEPHEN DANIELS CFA

DIRECTOR

Board

1 hrs/wk

JUSTIN T OGLETREE CFA

DIRECTOR

Board

1 hrs/wk

DR ROBERT BROOKS CFA

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$23K
GEN SUPPORT
2023
$36K
GEN SUPPORT
2022
$40K
GEN SUPPORT
2021
$40K
GEN SUPPORT
2020
$42K
GEN SUPPORT
2019

Funded by

$182K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$182K · 5 grants · 2019–2023

Details

EIN631064381
NTEE codeS41
Subsection06
Ruling date2018-03
CFA SOCIETY OF ALABAMA INC — Mission, Financials & Grants Received | Grantivo