NonprofitsThe Cfa Society Of Orlando Inc

Employment

The Cfa Society Of Orlando Inc

ORLANDO, FL

Total revenue

$104K

Total expenses

$89K

Net assets

$193K

Grants received

$219K

5 grants

EIN

593213363

Tax year

2024

Mission

To foster a vibrant and ethical investment community by delivering member value,developing finance professionals, and building market integrity in central florida.

Financials

FY 2024

Revenue

Contributions & grants$70K
Program service revenue$191
Investment income$5K
Other revenue
Total revenue$104K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$68K
Total expenses$89K
Total assets$193K
Net assets$193K

People

10 listed

NameRoleCompensation

KEVIN REHER

TREASURER

Board

4 hrs/wk

THOMAS HARRINGTON

PRESIDENT

Board

4 hrs/wk

XINXIN LIU

DIRECTOR

Board

4 hrs/wk

CHRISTINA SHAFFER

VICE PRESIDE

Board

4 hrs/wk

STEVEN ROGERS

DIRECTOR

Board

4 hrs/wk

THOMAS HARRINGTON

DIRECTOR

Board

4 hrs/wk

YINYAN IBANEZ

DIRECTOR

Board

4 hrs/wk

MITHCELL LAMORIELLO

DIRECTOR

Board

4 hrs/wk

STUART SMITH

DIRECTOR

Board

4 hrs/wk

ALLISON ROBERTS

DIRECTOR

Board

4 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$34K
GEN SUPPORT
2023
$36K
GEN SUPPORT
2022
$45K
GEN SUPPORT
2021
$44K
GEN SUPPORT
2020
$61K
GEN SUPPORT
2019

Funded by

$219K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$219K · 5 grants · 2019–2023

Details

EIN593213363
NTEE codeJ19
Subsection06
Ruling date2014-08
THE CFA SOCIETY OF ORLANDO INC — Mission, Financials & Grants Received | Grantivo