NonprofitsSouthern Financial Exchange

Southern Financial Exchange

NEW ORLEANS, LA

Total revenue

$1.8M

Total expenses

$1.5M

Net assets

$2.0M

Grants received

EIN

720797058

Tax year

2024

Mission

Southern financial exchange (sfe) provides education, risk and compliance services, advocacy, and consultative expertise to the financial institutions and organizations we serve, through a collaborative partnership with our members and industry leaders.

Financials

FY 2024

Revenue

Contributions & grants$774K
Program service revenue$966K
Investment income$81K
Other revenue$4K
Total revenue$1.8M

Expenses

Grants paid
Salaries & benefits$996K
Fundraising
Other expenses$525K
Total expenses$1.5M
Total assets$2.9M
Net assets$2.0M

People

22 listed

NameRoleCompensation

PAMELA T RODRIGUEZ

PRESIDENT & CEO

Board

$207K

40 hrs/wk

JASON NICHOLS

TREASURER

Board

0.5 hrs/wk

JENNIFER BROCK

DIRECTOR

Board

0.5 hrs/wk

JERRY BRODNAX JR

DIRECTOR

Board

0.5 hrs/wk

BJ COOLEY

DIRECTOR

Board

0.5 hrs/wk

MISTY R FIEW

DIRECTOR

Board

0.5 hrs/wk

SHERRIE KLOTZ

DIRECTOR

Board

0.5 hrs/wk

BILL MCCOY

DIRECTOR

Board

0.5 hrs/wk

DONNA MCKEY

DIRECTOR

Board

0.5 hrs/wk

A JAVIER PASTOR

DIRECTOR

Board

0.5 hrs/wk

AMY SHREVE

DIRECTOR

Board

0.5 hrs/wk

PAM WARE

DIRECTOR

Board

0.5 hrs/wk

WENDY WOOD

DIRECTOR

Board

0.5 hrs/wk

JANIECE WRIGHT

DIRECTOR

Board

0.5 hrs/wk

RYAN HILL

DIRECTOR

Board

0.5 hrs/wk

SUSAN BIVENS

DIRECTOR

Board

0.5 hrs/wk

BARBARA DANIELS

SECRETARY

Board

0.5 hrs/wk

KELLY KIKER

VICE CHAIRPERSON

Board

0.5 hrs/wk

JIM M FAZENDE III

CHAIRPERSON

Board

0.5 hrs/wk

DAVID PAYNE

SVP RISK & COMPLIANCE

Staff

$130K

40 hrs/wk

NANCY MOSS

SENIOR VICE PRESIDENT

Staff

$124K

40 hrs/wk

CATHERINE BISHOP

VP RISK & COMPLIANCE

Staff

$100K

40 hrs/wk

Details

EIN720797058
Subsection06
Ruling date1976-05
Formed1976
Employees8
Volunteers40
SOUTHERN FINANCIAL EXCHANGE — Mission, Financials & Grants Received | Grantivo