NonprofitsCfa Society Of Louisville

Public & Societal Benefit

Cfa Society Of Louisville

LOUISVILLE, KY

Total revenue

$56K

Total expenses

$42K

Net assets

$348K

Grants received

$49K

2 grants

EIN

900838184

Tax year

2023

Mission

CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$20K
Investment income$5K
Other revenue$6K
Total revenue$56K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$19K
Total expenses$42K
Total assets$348K
Net assets$348K

People

8 listed

NameRoleCompensation

Keith Blakely

President

Board

0

Chris Meng

Vice President

Board

0

Rob Robertson

Secretary

Board

0

Ross Mayfield

Treasurer

Board

0

Donald Hunter

Org. Outreach

Board

0

Spencer Joyce

Institute Liason

Board

0

Zachary Taylor

Univ/Candidate Outreach

Board

0

Ramsey Helson

Society Exec Director

Board

0

Grants received

Showing 2 of 2

FromAmountPurposeYear
$27K
GEN SUPPORT
2023
$22K
GEN SUPPORT
2022

Funded by

$49K from 1 funder · 2 grants · 2022–2023

Cfa Institute

$49K · 2 grants · 2022–2023

Details

EIN900838184
NTEE codeW036
Subsection06
Ruling date2014-09
CFA SOCIETY OF LOUISVILLE — Mission, Financials & Grants Received | Grantivo