Nonprofits›Cfa 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
—
0Alex Wendling
Vice President
Board
—
0Paul Castedo
Past President
Board
—
0Bryan McCaulley
Past President
Board
—
0Greg Brown
Treasurer
Board
—
0Eric Fenalson
Secretary
Board
—
0Daniel Toups
Director
Board
—
0Mitchell Bordelon
Past President
Board
—
0Grants received
Showing 5 of 5
FromAmountPurposeYear
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