Mission
LEADING INVESTMENT PROFESSIONALS AND SERVING THE COMMUNITY BY PROVIDING EDUCATION AND PROMOTING OBJECTIVE AND INDEPENDENT THOUGHT CONSISTENT WITH THE HIGHEST ETHICAL STANDARDS.
Public Charity
CFA SOCIETY OF HOUSTON
Based in HOUSTON, TX, CFA SOCIETY OF HOUSTON operates as a Public Charity. The organization reported $303K in revenue, $307K in expenses, $663K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $635K.
EIN: 237004744
HOUSTON, TX
Latest filing: 2025
Total Revenue$303K
Total Expenses$307K
Total Assets$663K
Grant Records8
Funding Total$635K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$49,215
GEN SUPPORT
$52,441
GEN SUPPORT
$69,655
GEN SUPPORT
$77,305
GEN SUPPORT
$79,365
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Brian Sharpe
Director
Giovanna Carter
President
Janko Trenkoski
Director
Jason Leder
Vice President
Jessica Seff
Director
Jun Gu
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $303K | $307K | $663K |
| 2024 | $295K | $270K | $666K |
| 2023 | $253K | $320K | $641K |
| 2022 | $270K | $250K | $710K |
| 2021 | $284K | $129K | $693K |
Between 2021 and 2025, reported annual revenue grew from $284K to $303K (+7%), with total assets most recently reported at $663K.
Interactive year-over-year charts and full filing details available with membership.