NonprofitsCfa Society Of Dallas-Ft Worth

Cfa Society Of Dallas-Ft Worth

IRVING, TX

Total revenue

$685K

Total expenses

$575K

Net assets

$799K

Grants received

$476K

5 grants

EIN

237078748

Tax year

2024

Mission

Promotion of ethical practices

Programs

2 programs

The organization promotes leadership development and strategic planning opportunities for its members through its conferences and meetings.

Expenses: $17K

The organization publishes a podcast, maintains a web site for members providing information on upcoming events, speakers, jobs, etc., and operated a social media campaign during the year.

Expenses: $2K

Financials

FY 2024

Revenue

Contributions & grants$650
Program service revenue$652K
Investment income$32K
Other revenue
Total revenue$685K

Expenses

Grants paid
Salaries & benefits$227K
Fundraising$103K
Other expenses$348K
Total expenses$575K
Total assets$799K
Net assets$799K

People

16 listed

NameRoleCompensation

Kelly Hohertz

President

Board

2 hrs/wk

Brandon Troegle

Vice President

Board

2 hrs/wk

Kim Abmeyer

Secretary

Board

1 hrs/wk

Dan Drabinski

Treasurer

Board

1 hrs/wk

Thomas Griswold

Director

Board

1 hrs/wk

Steven Hooser

Director

Board

1 hrs/wk

Rashi Poddar

Director

Board

1 hrs/wk

Lisa McDaniel

Director

Board

1 hrs/wk

Bill Thompson

Director

Board

1 hrs/wk

Phil Kendall

Director

Board

1 hrs/wk

Grant Jackson

Director

Board

1 hrs/wk

Brian Humenesky

Director

Board

1 hrs/wk

Alan Ives

Director

Board

1 hrs/wk

Jacob Spigelman

Director

Board

1 hrs/wk

Roxanna Islam

Director

Board

1 hrs/wk

Lauren Minch

CEO

Staff

$204K

40 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$102K
GEN SUPPORT
2023
$82K
GEN SUPPORT
2022
$91K
GEN SUPPORT
2021
$100K
GEN SUPPORT
2020
$101K
GEN SUPPORT
2019

Funded by

$476K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$476K · 5 grants · 2019–2023

Details

EIN237078748
Subsection06
Ruling date1997-09
Formed1951
Employees1
Volunteers30
CFA SOCIETY OF DALLAS-FT WORTH — Mission, Financials & Grants Received | Grantivo