Mission
A member of the CFA Institute.
Small Public Charity
CFA Society of San Antonio
CFA Society of San Antonio, of San Antonio, TX, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $50K in revenue, $51K in expenses, $217K in total assets. 8 publicly reported grants to this organization, totaling roughly $282K, appear in IRS filings.
EIN: 741660459
San Antonio, TX
Latest filing: 2024
Total Revenue$50K
Total Expenses$51K
Total Assets$217K
Grant Records8
Funding Total$282K
Filing Years2024
Sample Grants Received
GEN SUPPORT
$20,649
GEN SUPPORT
$18,894
GEN SUPPORT
$37,140
GEN SUPPORT
$41,194
GEN SUPPORT
$41,271
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Vice President
Arnold Espe
Director
David Tankin
Secretary
Donna Baggerly
Membership
Douglas Magill
Director
John Molloy
Director
Juan Leon Pinzon
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $50K | $51K | $217K |
Interactive year-over-year charts and full filing details available with membership.