NonprofitsCfa Society San Antonio

Community Improvement & Capacity Building

Cfa Society San Antonio

TULETA, TX

Total revenue

$50K

Total expenses

$51K

Net assets

$217K

Grants received

$159K

5 grants

EIN

741660459

Tax year

2023

Mission

A member of the CFA Institute.

Financials

FY 2023

Revenue

Contributions & grants$20K
Program service revenue$2K
Investment income$3K
Other revenue
Total revenue$50K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$42K
Total expenses$51K
Total assets$217K
Net assets$217K

People

11 listed

NameRoleCompensation

Donna Baggerly

Secretary

Board

3 hrs/wk

Mike Brell

Director

Board

2 hrs/wk

Michael Bunting

Director

Board

2 hrs/wk

Olivier Dardant

Treasurer

Board

3 hrs/wk

Lela Dunlap

Director

Board

2 hrs/wk

Arnold Espe

Vice President

Board

3 hrs/wk

Douglas Magill

Membership

Board

2 hrs/wk

John Molloy

Director

Board

2 hrs/wk

Michael McClenny

President

Board

3 hrs/wk

Juan Leon Pinzon

Director

Board

2 hrs/wk

David Tankin

Director

Board

2 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$21K
GEN SUPPORT
2023
$19K
GEN SUPPORT
2022
$37K
GEN SUPPORT
2021
$41K
GEN SUPPORT
2020
$41K
GEN SUPPORT
2019

Funded by

$159K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$159K · 5 grants · 2019–2023

Details

EIN741660459
NTEE codeS41
Subsection06
Ruling date2022-09
CFA SOCIETY SAN ANTONIO — Mission, Financials & Grants Received | Grantivo