Mission
TO ADVANCE THE INVESTMENT AND FINANCIAL COMMUNITIES THROUGH EDUCATION, PROFESSIONALISM, AND ETHICS IN OUR REGION.
Small Public Charity
CFA SOCIETY OF MISSISSIPPI
Based in JACKSON, MS, CFA SOCIETY OF MISSISSIPPI operates as a Small Public Charity. The organization reported $47K in revenue, $23K in expenses, $336K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $235K.
EIN: 640716591
JACKSON, MS
Latest filing: 2025
Total Revenue$47K
Total Expenses$23K
Total Assets$336K
Grant Records8
Funding Total$235K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$20,510
GEN SUPPORT
$15,486
GEN SUPPORT
$30,462
GEN SUPPORT
$33,790
GEN SUPPORT
$42,666
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
TREASURER
Andrew Hoeniges
DIRECTOR
Jerry Hoeniges
DIRECTOR
Jonathan Pace
DIRECTOR
Josh Norris
DIRECTOR
Ken Qiu
PRESIDENT
Paula Nielsen
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $47K | $23K | $336K |
| 2024 | $50K | $28K | $298K |
| 2023 | $25K | $24K | $260K |
| 2021 | $39K | $21K | $247K |
Between 2021 and 2025, reported annual revenue grew from $39K to $47K (+20%), with total assets most recently reported at $336K.
Interactive year-over-year charts and full filing details available with membership.