NonprofitsCfa Society Of Naples Inc

Community Improvement

Cfa Society Of Naples Inc

NAPLES, FL

Total revenue

$101K

Total expenses

$84K

Net assets

$235K

Grants received

$156K

5 grants

EIN

593405436

Tax year

2024

Mission

To promote ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information between the investment community and the investing public.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$95K
Investment income$6K
Other revenue
Total revenue$101K

Expenses

Grants paid
Salaries & benefits$10K
Fundraising
Other expenses$75K
Total expenses$84K
Total assets$235K
Net assets$235K

People

12 listed

NameRoleCompensation

Zac Chichinski

Director

Board

1 hrs/wk

Serge Ecityan

Director

Board

1 hrs/wk

Tyler Hardt

Director

Board

1 hrs/wk

Travis Jones

Director

Board

1 hrs/wk

Joseph Koch

Director

Board

1 hrs/wk

Simon Lack

Director

Board

1 hrs/wk

Bobby Mahoney

Director

Board

1 hrs/wk

Thomas Mathews

Director

Board

1 hrs/wk

Mia Hyatt

President

Board

3 hrs/wk

Chelsea Ganey

Vice President

Board

3 hrs/wk

Vanessa Watt

Secretary

Board

3 hrs/wk

Garrett Komiskey

Treasurer

Board

3 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$20K
GEN SUPPORT
2023
$30K
GEN SUPPORT
2022
$33K
GEN SUPPORT
2021
$36K
GEN SUPPORT
2020
$36K
GEN SUPPORT
2019

Funded by

$156K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$156K · 5 grants · 2019–2023

Details

EIN593405436
NTEE codeS46
Subsection06
Ruling date2008-02
Formed1996
Employees0
CFA SOCIETY OF NAPLES INC — Mission, Financials & Grants Received | Grantivo