NonprofitsCfa Society Of Salt Lake

Community Improvement & Capacity Building

Cfa Society Of Salt Lake

SALT LAKE CTY, UT

Total revenue

$148K

Total expenses

$177K

Net assets

$300K

Grants received

$233K

5 grants

EIN

611526448

Tax year

2024

Mission

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote: ethical and professional standards within the investment industry; encourage professional development through the cfa program and continuing education; facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the cfa designation and investment industry. As one of cfa institute member societies, our society connects members to a global network of investment professionals.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$68K
Investment income$8K
Other revenue$61
Total revenue$148K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$177K
Total expenses$177K
Total assets$300K
Net assets$300K

People

7 listed

NameRoleCompensation

BRYANT KRONGARD

PRESIDENT

Board

5 hrs/wk

KIRSTEN KELLER

VICE PRESIDENT

Board

5 hrs/wk

BROCK ADAMS

TREASURER/SECRETARY

Board

5 hrs/wk

JOSH FLADE

PROGRAMMING CHAIR

Board

5 hrs/wk

BOBBI IVANOVA

MEMBERSHIP CHAIR

Board

5 hrs/wk

WILL HENSHAW

RESEARCH CHALLENEGE CHAIR

Board

5 hrs/wk

STEVE KINDRED

PAST PRESIDENT

Board

0

Grants received

Showing 5 of 5

FromAmountPurposeYear
$40K
GEN SUPPORT
2023
$35K
GEN SUPPORT
2022
$48K
GEN SUPPORT
2021
$46K
GEN SUPPORT
2020
$64K
GEN SUPPORT
2019

Funded by

$233K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$233K · 5 grants · 2019–2023

Details

EIN611526448
NTEE codeS41
Subsection06
Ruling date2019-02
CFA SOCIETY OF SALT LAKE — Mission, Financials & Grants Received | Grantivo