NonprofitsCfa Society Of South Florida Inc

Community Improvement & Capacity Building

Cfa Society Of South Florida Inc

WEST PALM BCH, FL

Total revenue

$149K

Total expenses

$164K

Net assets

$206K

Grants received

$233K

5 grants

EIN

300325375

Tax year

2024

Mission

Foster professional analysis knowledge

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$76K
Investment income
Other revenue$6K
Total revenue$149K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$119K
Total expenses$164K
Total assets$232K
Net assets$206K

People

11 listed

NameRoleCompensation

CHRISTOPHER FETES

PRESIDENT

Board

10 hrs/wk

URSULA AUGER

EXECUTIVE DIRECTOR

Board

10 hrs/wk

MELISSA MASTERSON-KELLENBERGER

PAST PRESIDENT

Board

10 hrs/wk

FREDDIE SMITHSON

DIRECTOR

Board

10 hrs/wk

BELLA ZHONG

TREASURER

Board

10 hrs/wk

BRUCE ROBB

DIRECTOR

Board

10 hrs/wk

LISA MARSDEN

DIRECTOR

Board

10 hrs/wk

CORRY WALSH

DIRECTOR

Board

10 hrs/wk

MARK HENEGHAN

DIRECTOR

Board

10 hrs/wk

WAYNE PETTWAY

DIRECTOR

Board

10 hrs/wk

JOY WILKINSON

DIRECTOR

Board

10 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$38K
GEN SUPPORT
2023
$32K
GEN SUPPORT
2022
$48K
GEN SUPPORT
2021
$50K
GEN SUPPORT
2020
$65K
GEN SUPPORT
2019

Funded by

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

Cfa Institute

$233K · 5 grants · 2019–2023

Details

EIN300325375
NTEE codeS43
Subsection06
Ruling date2007-01
CFA SOCIETY OF SOUTH FLORIDA INC — Mission, Financials & Grants Received | Grantivo