Mission
SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.
Small Public Charity
CFA SOCIETY MEMPHIS
CFA SOCIETY MEMPHIS is a Small Public Charity headquartered in GERMANTOWN, TN. Financial data from the 2025 filing: $41K revenue, $54K expenses, $169K total assets. 8 publicly reported grants to this organization, totaling roughly $311K, appear in IRS filings.
EIN: 621636928
GERMANTOWN, TN
Latest filing: 2025
Total Revenue$41K
Total Expenses$54K
Total Assets$169K
Grant Records8
Funding Total$311K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$24,073
GEN SUPPORT
$35,830
GEN SUPPORT
$37,338
GEN SUPPORT
$40,635
GEN SUPPORT
$54,877
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
EXECUTIVE DIRECTOR
Abby Spann
PAST PRESIDENT
Anurag Pandit Cfa
BOARD MEMBER
Brittany Clark Cfa
PRESIDENT
Eugene Gard Cfa
PAST PRESIDENT
Jeff Lewis Cfa
TREASURER
Lucas Parris Cfa
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $41K | $54K | $169K |
| 2024 | $47K | $48K | $181K |
| 2023 | $50K | $54K | $182K |
| 2021 | $61K | $37K | $169K |
Between 2021 and 2025, reported annual revenue declined from $61K to $41K (-32%), with total assets most recently reported at $169K.
Interactive year-over-year charts and full filing details available with membership.