NonprofitsCfa Society Of Houston

Cfa Society Of Houston

HOUSTON, TX

Total revenue

$295K

Total expenses

$270K

Net assets

$666K

Grants received

$328K

5 grants

EIN

237004744

Tax year

2023

Mission

Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards.

Programs

2 programs

College scholarships & donations

Business networking activities

Financials

FY 2023

Revenue

Contributions & grants$220K
Program service revenue
Investment income$36K
Other revenue$38K
Total revenue$295K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$270K
Total expenses$270K
Total assets$666K
Net assets$666K

People

9 listed

NameRoleCompensation

GIOVANNA CARTER

PAST PRESIDENT

Board

3 hrs/wk

JESSICA SEFF

SEC/TREASURER

Board

3 hrs/wk

TODD CENTURINO

President

Board

3 hrs/wk

BRIAN SHARPE

Director

Board

3 hrs/wk

STEVEN SHELDON

Director

Board

3 hrs/wk

JASON LEDER

Director

Board

3 hrs/wk

LEE PARTRIDGE

Director

Board

3 hrs/wk

JUN GU

Director

Board

3 hrs/wk

JANKO TRENKOSKI

SEC/TREASURER

Board

3 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$49K
GEN SUPPORT
2023
$52K
GEN SUPPORT
2022
$70K
GEN SUPPORT
2021
$77K
GEN SUPPORT
2020
$79K
GEN SUPPORT
2019

Funded by

$328K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$328K · 5 grants · 2019–2023

Details

EIN237004744
Subsection06
Ruling date1969-07
Formed1970
Employees0
CFA SOCIETY OF HOUSTON — Mission, Financials & Grants Received | Grantivo