NonprofitsColumbus Society Of Financial Analysts

Columbus Society Of Financial Analysts

COLUMBUS, OH

Total revenue

$166K

Total expenses

$140K

Net assets

$386K

Grants received

$171K

5 grants

EIN

311393658

Tax year

2024

Mission

Promote educational and ethical standards in investment industry

Financials

FY 2024

Revenue

Contributions & grants$114K
Program service revenue$42K
Investment income$9K
Other revenue$200
Total revenue$166K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$140K
Total expenses$140K
Total assets$386K
Net assets$386K

People

12 listed

NameRoleCompensation

JERRY BROWN

CO-PROGRAMMI

Board

1 hrs/wk

JIA YING GUO

RESEARCH CH

Board

1 hrs/wk

JAYANT JANGRA

ASST RESEARC

Board

1 hrs/wk

PETE KLINGELHOFER

CO-PROGRAMMI

Board

1 hrs/wk

JEFF LIU

MENTORSHIP

Board

1 hrs/wk

JACK MIKLOS

COMMUNICATIO

Board

1 hrs/wk

KELLY NOLL

UNIVERSITY R

Board

1 hrs/wk

COLIN WHITE

SPONSORSHIP

Board

1 hrs/wk

CHRIS BRINICH

PRESIDENT

Board

1 hrs/wk

JOSIAH HUBER

SECRETARY

Board

1 hrs/wk

CHI NGUYEN

VICE PRESIDE

Board

1 hrs/wk

NICK SMITH

TREASURER

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$38K
GEN SUPPORT
2023
$19K
GEN SUPPORT
2022
$39K
GEN SUPPORT
2021
$34K
GEN SUPPORT
2020
$41K
GEN SUPPORT
2019

Funded by

$171K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$171K · 5 grants · 2019–2023

Details

EIN311393658
Subsection06
Ruling date1996-07
Employees0
Volunteers20
COLUMBUS SOCIETY OF FINANCIAL ANALYSTS — Mission, Financials & Grants Received | Grantivo