NonprofitsCfa Society Of San Diego Inc

Cfa Society Of San Diego Inc

SAN DIEGO, CA

Total revenue

$248K

Total expenses

$234K

Net assets

$353K

Grants received

$317K

5 grants

EIN

237069278

Tax year

2023

Mission

To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.

Programs

2 programs

9 Educational Programs events with an average of 40 attendees.

Charter Ceremony and Member Meeting to honor new Charterholders with approximately 100 in attendance.

Financials

FY 2023

Revenue

Contributions & grants$4K
Program service revenue$241K
Investment income$3K
Other revenue
Total revenue$248K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$234K
Total expenses$234K
Total assets$353K
Net assets$353K

People

13 listed

NameRoleCompensation

MELISSA MCGRANE

President

Board

1 hrs/wk

MANNY LABRINOS

Director

Board

1 hrs/wk

ED CIUFFO

Director

Board

1 hrs/wk

SHELLY HENBEST

Director

Board

1 hrs/wk

GREG GLEESON

Director

Board

1 hrs/wk

VICTORIA PRESCOTT

Secretary

Board

1 hrs/wk

JEFF PROBST

Director

Board

1 hrs/wk

CYRILLE MAHFOUD

Director

Board

1 hrs/wk

TAKAYA WECKLE

Director

Board

1 hrs/wk

SHANE THOMPSON

Director

Board

1 hrs/wk

BILLY BEGGS

Director

Board

1 hrs/wk

STANLEY MARTINEZ

Director

Board

1 hrs/wk

GASHI ZENGENI

Director

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$46K
GEN SUPPORT
2023
$54K
GEN SUPPORT
2022
$65K
GEN SUPPORT
2021
$72K
GEN SUPPORT
2020
$80K
GEN SUPPORT
2019

Funded by

$317K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$317K · 5 grants · 2019–2023

Details

EIN237069278
Subsection06
Ruling date1971-01
Formed1970
Employees0
Volunteers13
CFA SOCIETY OF SAN DIEGO INC — Mission, Financials & Grants Received | Grantivo