NonprofitsCfa Society Of Louisiana

Public & Societal Benefit

Cfa Society Of Louisiana

METAIRIE, LA

Total revenue

$31K

Total expenses

$52K

Net assets

$106K

Grants received

$125K

5 grants

EIN

720947195

Tax year

2024

Mission

To educate and inform investment decision-makers, promote ethical stnadards in the industry, and assist financial professionals in career development.

Financials

FY 2024

Revenue

Contributions & grants$31K
Program service revenue
Investment income
Other revenue$150
Total revenue$31K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$36K
Total expenses$52K
Total assets$106K
Net assets$106K

People

8 listed

NameRoleCompensation

Will Harrison

President

Board

0

Alex Wendling

Vice President

Board

0

Paul Castedo

Past President

Board

0

Bryan McCaulley

Past President

Board

0

Greg Brown

Treasurer

Board

0

Eric Fenalson

Secretary

Board

0

Daniel Toups

Director

Board

0

Mitchell Bordelon

Past President

Board

0

Grants received

Showing 5 of 5

FromAmountPurposeYear
$21K
GEN SUPPORT
2023
$15K
GEN SUPPORT
2022
$20K
GEN SUPPORT
2021
$22K
GEN SUPPORT
2020
$47K
GEN SUPPORT
2019

Funded by

$125K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$125K · 5 grants · 2019–2023

Details

EIN720947195
NTEE codeW99
Subsection06
Ruling date2014-08
CFA SOCIETY OF LOUISIANA — Mission, Financials & Grants Received | Grantivo