NonprofitsCfa Society Of Chicago

Cfa Society Of Chicago

CHICAGO, IL

Total revenue

$1.6M

Total expenses

$1.9M

Net assets

$1.4M

Grants received

$1.3M

5 grants

EIN

362595074

Tax year

2023

Mission

Cfa society chicago aims to lead the investment management and financial services professions by promoting the highest standards of ethics, continuing education, and for the benefit of cfa charter holders in our market.

Programs

3 programs

Academic programs are designed to educate attendees on current issues of importance in the profession. Members receive continuing education credits with the cfa institute for most of these events. There were approximately 50 programs held during the year, with approximately 3,500 registered to attend.

Member development involves the creation and delivery of programming that fosters education, networking and job placement opportunities. Member development also refers to efforts with academia that build the constituency of cfa charter holders in this market.

Cfa society chicago partners with the economic awareness council and the greenwood project to shape the investment industry and serve the greater good by sharing financial literacy volunteer opportunities for cfa members to teach inner city high school students the basics of savings and investments and to mentor minority college students and to introduce them to careers in the finance industry.

Financials

FY 2023

Revenue

Contributions & grants$513K
Program service revenue$920K
Investment income$54K
Other revenue$70K
Total revenue$1.6M

Expenses

Grants paid
Salaries & benefits$825K
Fundraising
Other expenses$1.1M
Total expenses$1.9M
Total assets$3.2M
Net assets$1.4M

People

22 listed

NameRoleCompensation

CHRISTOPHER VINCENT

PRESIDENT AND CEO

Board

$207K

40 hrs/wk

JOYOLIN BROWN

COO

Board

$156K

40 hrs/wk

KATHARINE WYATT

SECRETARY/TREASURER

Board

1 hrs/wk

JAMES BOUDREAULT

DIRECTOR

Board

0.5 hrs/wk

TIFFANY GREENHOUSE

DIRECTOR

Board

0.5 hrs/wk

SHERI HAWKINS

DIRECTOR

Board

0.5 hrs/wk

AARON MEDER

DIRECTOR

Board

0.5 hrs/wk

KWEKU OBED

DIRECTOR

Board

0.5 hrs/wk

BLAKE PONTIUS

DIRECTOR

Board

0.5 hrs/wk

PEEYUSH SHUKLA

DIRECTOR

Board

0.5 hrs/wk

WILLIAM FITZPATRICK

IMMEDIATE PAST CHAIR

Board

0.5 hrs/wk

JENNIKA GOLD THOMAS

DIRECTOR

Board

0.5 hrs/wk

SULIN BA

DIRECTOR

Board

0.5 hrs/wk

BENJAMIN JOHNSON

DIRECTOR

Board

0.5 hrs/wk

ERIKA MASCHMEYER

DIRECTOR

Board

0.5 hrs/wk

MATTHEW MORRIS

DIRECTOR

Board

0.5 hrs/wk

ROSEMARY SPROVIERI

DIRECTOR OF FINANCE

Board

40 hrs/wk

SUZANNE KARPICK

DIRECTOR OF FINANCE

Board

40 hrs/wk

CARLA NORFLEET-TAYLOR

DIRECTOR

Board

0.5 hrs/wk

CATHERINE DRAKE

CHAIR

Board

1 hrs/wk

JEREMY HEER

VICE CHAIR

Board

1 hrs/wk

KATHLEEN HURLEY

DIR OF PROGRAMMING/SPONSORSHIPS

Staff

$109K

40 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$238K
GEN SUPPORT
2023
$233K
GEN SUPPORT
2022
$283K
GEN SUPPORT
2021
$244K
GEN SUPPORT
2020
$253K
GEN SUPPORT
2019

Funded by

$1.3M from 1 funder · 5 grants · 2019–2023

Cfa Institute

$1.3M · 5 grants · 2019–2023

Details

EIN362595074
Subsection06
Ruling date1967-04
Formed1965
Employees10
Volunteers135
CFA SOCIETY OF CHICAGO — Mission, Financials & Grants Received | Grantivo