Mission
TO EDUCATE AND INFORM INVESTMENT DECISION-MAKERS, PROMOTE ETHICAL STNADARDS IN THE INDUSTRY, AND ASSIST FINANCIAL PROFESSIONALS IN CAREER DEVELOPMENT.
Small Public Charity
CFA SOCIETY OF LOUISIANA
Based in METAIRIE, LA, CFA SOCIETY OF LOUISIANA operates as a Small Public Charity. The organization reported $31K in revenue, $52K in expenses, $106K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $239K.
EIN: 720947195
METAIRIE, LA
Latest filing: 2025
Total Revenue$31K
Total Expenses$52K
Total Assets$106K
Grant Records8
Funding Total$239K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$21,246
GEN SUPPORT
$14,865
GEN SUPPORT
$20,259
GEN SUPPORT
$21,711
GEN SUPPORT
$47,210
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Vice President
Alex Wendling
Past President
Bryan Mccaulley
Director
Daniel Toups
Secretary
Eric Fenalson
Treasurer
Greg Brown
Past President
Mitchell Bordelon
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $31K | $52K | $106K |
| 2024 | $44K | $42K | $127K |
| 2023 | $39K | $49K | $126K |
| 2022 | $38K | $34K | $136K |
| 2021 | $38K | $12K | $132K |
Between 2021 and 2025, reported annual revenue declined from $38K to $31K (-19%), with total assets most recently reported at $106K.
Interactive year-over-year charts and full filing details available with membership.