Community Improvement & Capacity Building
Cfa Society Of Austin
AUSTIN, TX
Total revenue
$265K
Total expenses
$283K
Net assets
$442K
Grants received
$242K
5 grants
EIN
721621543
Tax year
2024
Mission
The cfa society of austin promotes ethical and professional standards within the investments industry, encourages professional development through the cfa program, and facilitates the open exchange of information and opinions.
Programs
2 programs
Planned and sponsored ten monthly luncheons with educational programs of interest to financial investment management professionals to broaden their knowledge and to interact with speakers and members regarding such issues. Topics included investing, financial markets and factors affecting the economy. Attendance at such functions ranged from 20 to 70 persons.
The charterholder dinner with inspirational speaker was held december 5, 2024
Financials
FY 2024
Revenue
Expenses
People
14 listed
MADDIE MINNAGANTI
President
—
1 hrs/wk
GABE THORNHILL
Director
—
0.25 hrs/wk
KEVIN LINCOLN
Director
—
0.25 hrs/wk
PANAYIOTIS LAMBROPOULOS
Director
—
0.25 hrs/wk
JACK MCDOWELL
Vice President
—
0.25 hrs/wk
COURTNEY DUNN
Director
—
0.25 hrs/wk
ANDREW MOORE
Director
—
0.25 hrs/wk
NICK BALLARD
Secretary
—
0.25 hrs/wk
THOMAS VILLALTA
Director
—
0.25 hrs/wk
GRIFFIN WATKINS
Director
—
0.25 hrs/wk
FRASER ARMSTRONG-WATTERS
Treasurer
—
1 hrs/wk
IAN OLDHAM
Director
—
0.25 hrs/wk
DANIEL JUDD
Director
—
0.25 hrs/wk
JEFF DEKLOTZ
Director
—
0.25 hrs/wk
Grants received
Showing 5 of 5
Funded by
$242K from 1 funder · 5 grants · 2019–2023
$242K · 5 grants · 2019–2023