Small Public Charity

CFA SOCIETY OF NASHVILLE

CFA SOCIETY OF NASHVILLE is a Small Public Charity headquartered in Nashville, TN. Financial data from the 2024 filing: $137K revenue, $165K expenses, $164K total assets. 8 publicly reported grants to this organization, totaling roughly $358K, appear in IRS filings.

EIN: 621181717 Nashville, TN Latest filing: 2024
Total Revenue$137K
Total Expenses$165K
Total Assets$164K
Grant Records8
Funding Total$358K
Filing Years2021–2024

Mission

To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee.

Officers & Directors

Director Alice Campbell
President Ann Taylor Knotts
Treasurer Austin Branstetter
Director Benjamin Flox
Director Beth Johnson
Director David Harkins

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$358,319 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $137K $165K $164K
2023 $109K $124K $192K
2022 $131K $108K $208K
2021 $70K $45K $184K

Between 2021 and 2024, reported annual revenue grew from $70K to $137K (+95%), with total assets most recently reported at $164K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for CFA SOCIETY OF NASHVILLE

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