NonprofitsCfa Society Of Cincinnati Inc

Cfa Society Of Cincinnati Inc

CINCINNATI, OH

Total revenue

$121K

Total expenses

$97K

Net assets

$355K

Grants received

$222K

5 grants

EIN

237094427

Tax year

2024

Mission

Cfa society cincinnati is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, collaborate with local universities in organizing and hosting the global research challenge, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry.

Financials

FY 2024

Revenue

Contributions & grants$35K
Program service revenue$14K
Investment income$10K
Other revenue
Total revenue$121K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$59K
Total expenses$97K
Total assets$355K
Net assets$355K

People

9 listed

NameRoleCompensation

SONIYA SHAH

PRESIDENT

Board

4 hrs/wk

KEITH RENNEKAMP CFA

VICE PRESIDENT

Board

4 hrs/wk

NATHAN BAILEY CFA

PROGRAMMING

Board

2 hrs/wk

CHAUNCEY JOYCE

TREASURER

Board

1 hrs/wk

TED PARCHMAN

BOARD MEMBER

Board

2 hrs/wk

TONY MILLANO

BOARD MEMBER

Board

2 hrs/wk

KRISTEN RETTIG

BOARD MEMBER

Board

2 hrs/wk

JUSTIN ELLIS

BOARD MEMBER

Board

2 hrs/wk

MIKE FRANKE

BOARD MEMBER

Board

2 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$49K
GEN SUPPORT
2023
$24K
GEN SUPPORT
2022
$47K
GEN SUPPORT
2021
$51K
GEN SUPPORT
2020
$51K
GEN SUPPORT
2019

Funded by

$222K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$222K · 5 grants · 2019–2023

Details

EIN237094427
Subsection06
Ruling date1971-06
CFA SOCIETY OF CINCINNATI INC — Mission, Financials & Grants Received | Grantivo