NonprofitsThe Cfa Society Of New Mexico

Community Improvement & Capacity Building

The Cfa Society Of New Mexico

ALBUQUERQUE, NM

Total revenue

$55K

Total expenses

$53K

Net assets

$129K

Grants received

$169K

5 grants

EIN

850454738

Tax year

2024

Mission

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Financials

FY 2024

Revenue

Contributions & grants$12K
Program service revenue$1K
Investment income
Other revenue$34K
Total revenue$55K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$38K
Total expenses$53K
Total assets$129K
Net assets$129K

People

7 listed

NameRoleCompensation

ANDREW HOCKEY

PRESIDENT

Board

10 hrs/wk

DI ZHOU

SECRETARY

Board

5 hrs/wk

JULIAN SERAFINI

TREASURER

Board

5 hrs/wk

JJ MILDER

DIRECTOR

Board

10 hrs/wk

PAUL ARIANO

DIRECTOR

Board

5 hrs/wk

MICHAEL SHACKELFORD

DIRECTOR

Board

5 hrs/wk

BEN CHANG

DIRECTOR(EX-

Board

5 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$22K
GEN SUPPORT
2023
$29K
GEN SUPPORT
2022
$36K
GEN SUPPORT
2021
$37K
GEN SUPPORT
2020
$45K
GEN SUPPORT
2019

Funded by

$169K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$169K · 5 grants · 2019–2023

Details

EIN850454738
NTEE codeS41
Subsection06
Ruling date2000-11
THE CFA SOCIETY OF NEW MEXICO — Mission, Financials & Grants Received | Grantivo