NonprofitsCfa Society South Carolina

Employment

Cfa Society South Carolina

CHARLESTON, SC

Total revenue

$49K

Total expenses

$49K

Net assets

$255K

Grants received

$180K

5 grants

EIN

571134283

Tax year

2023

Mission

Cfa society south carolina promotes the highest ethical standards and professional excellence within the local investment community. Cfa society south carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served cfa charterholders and cfa program candidates locally for the last 15 years.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$24K
Investment income
Other revenue
Total revenue$49K

Expenses

Grants paid$500
Salaries & benefits
Fundraising
Other expenses$48K
Total expenses$49K
Total assets$255K
Net assets$255K

People

12 listed

NameRoleCompensation

JUSTIN PINCKNEY CFA

PRESIDENT

Board

2 hrs/wk

KATHERINE HOLLENBECK CFA

VICE PRESIDE

Board

2 hrs/wk

CHARLES MOORE CFA

PAST PRESIDE

Board

2 hrs/wk

BRIAN HUSSAIN CFA

TREASURER

Board

2 hrs/wk

IRINA KOCH CFA

SECRETARY

Board

2 hrs/wk

PAUL MEEKS CFA

MEMBER AT LA

Board

2 hrs/wk

JOSHUA GREENE CFA

MEMBER AT LA

Board

2 hrs/wk

JOHN DECKER CFA

MEMBER AT LA

Board

2 hrs/wk

PETER NIELSEN CFA

MEMBER AT LA

Board

2 hrs/wk

CLIFF HODGE CFA

MEMBER AT LA

Board

2 hrs/wk

TED GRAHAM CFA

MEMBER AT LA

Board

2 hrs/wk

STEVE WICKLINE CFA

MEMBER AT LA

Board

2 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$21K
GEN SUPPORT
2023
$21K
GEN SUPPORT
2022
$37K
GEN SUPPORT
2021
$39K
GEN SUPPORT
2020
$64K
GEN SUPPORT
2019

Funded by

$180K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$180K · 5 grants · 2019–2023

Details

EIN571134283
NTEE codeJ03
Subsection06
Ruling date2015-10
CFA SOCIETY SOUTH CAROLINA — Mission, Financials & Grants Received | Grantivo