Mission
TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
Small Public Charity
THE CFA SOCIETY OF NEW MEXICO
THE CFA SOCIETY OF NEW MEXICO is a Small Public Charity headquartered in ALBUQUERQUE, NM. Financial data from the 2025 filing: $55K revenue, $53K expenses, $129K total assets. 8 publicly reported grants to this organization, totaling roughly $280K, appear in IRS filings.
EIN: 850454738
ALBUQUERQUE, NM
Latest filing: 2025
Total Revenue$55K
Total Expenses$53K
Total Assets$129K
Grant Records8
Funding Total$280K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$22,337
GEN SUPPORT
$28,600
GEN SUPPORT
$35,773
GEN SUPPORT
$36,987
GEN SUPPORT
$45,195
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PRESIDENT
Andrew Hockey
DIRECTOR(EX-
Ben Chang
SECRETARY
Di Zhou
DIRECTOR
Jj Milder
TREASURER
Julian Serafini
DIRECTOR
Michael Shackelford
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $55K | $53K | $129K |
| 2024 | $49K | $45K | $127K |
| 2023 | $60K | $56K | $122K |
| 2021 | $42K | $24K | $95K |
| 2020 | $86K | $79K | $78K |
Between 2020 and 2025, reported annual revenue declined from $86K to $55K (-35%), with total assets most recently reported at $129K.
Interactive year-over-year charts and full filing details available with membership.