NonprofitsCfa Society Providence

Cfa Society Providence

PROVIDENCE, RI

Total revenue

$58K

Total expenses

$47K

Net assets

$197K

Grants received

$153K

5 grants

EIN

237069442

Tax year

2023

Mission

Local chapter of the cfa institute. Founded in 1947, cfa society providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the benefit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.

Financials

FY 2023

Revenue

Contributions & grants$20K
Program service revenue$17K
Investment income$4K
Other revenue
Total revenue$58K

Expenses

Grants paid
Salaries & benefits$12K
Fundraising
Other expenses$33K
Total expenses$47K
Total assets$197K
Net assets$197K

People

8 listed

NameRoleCompensation

KEVIN ARRUDA

BOARD MEMBER

Board

1 hrs/wk

LIU WANG

BOARD MEMBER

Board

1 hrs/wk

ALFONSO CUMPLIDO

BOARD MEMBER

Board

1 hrs/wk

DANIEL PINHEIRO

BOARD MEMBER

Board

1 hrs/wk

JUSTIN MAISTROW

PRESIDENT

Board

1 hrs/wk

JAMISON MILLER

VICE PRESIDENT AND SECRETARY

Board

1 hrs/wk

MARCIN KROLIKOWSKI

BOARD MEMBER

Board

1 hrs/wk

TOLU AKRINRIMISI

TREASURER

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$21K
GEN SUPPORT
2023
$18K
GEN SUPPORT
2022
$34K
GEN SUPPORT
2021
$37K
GEN SUPPORT
2020
$42K
GEN SUPPORT
2019

Funded by

$153K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$153K · 5 grants · 2019–2023

Details

EIN237069442
Subsection06
Ruling date1970-05
CFA SOCIETY PROVIDENCE — Mission, Financials & Grants Received | Grantivo