CFA SOCIETY OF HOUSTON LEADING INVESTMENT PROFESSIONALS AND SERVING THE COMMUNITY BY PROVIDING EDUCATION AND PROMOTING OBJECTIVE AND INDEPENDENT THOUGHT CONSISTENT WITH THE HIGHEST ETHICAL STANDARDS.
Adults (Ages 26-64)
Local (City/County Level)
Free Market/Pro-Business
Direct Service Delivery
Community & Economic Development
Workforce & Economic Opportunity
Education & Awareness
Annual Revenue
$294,759
Known Funders
2
Grants Received
3
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $294,759 | $270,180 | $665,990 |
| 2022 | $253,332 | $319,835 | $641,411 |
| 2021 | $269,663 | $250,295 | $709,984 |
| 2020 | $283,628 | $128,975 | $693,016 |
| 2019 | $291,471 | $255,576 | $535,923 |
| 2018 | $284,420 | $315,457 | $500,086 |
| 2017 | $304,420 | $296,704 | $531,143 |
| 2016 | $296,601 | $283,827 | $523,427 |
Top Funders
CFA INSTITUTE
CHARLOTTESVILLE, VA
$69,655 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$52,441 (2022)
THE CRAIN FOUNDATION
LONGVIEW, TX
$5,000 (2021)
Key Personnel
From 2023 IRS 990 filing
G
GIOVANNA CARTER
PAST PRESIDENT
Officer
J
JESSICA SEFF
SEC/TREASURER
T
TODD CENTURINO
President
B
BRIAN SHARPE
Director
S
STEVEN SHELDON
Director
Officer
J
JASON LEDER
Director
L
LEE PARTRIDGE
Director
J
JUN GU
Director
J
JANKO TRENKOSKI
SEC/TREASURER
Frequently Asked Questions
Other Nonprofits in Texas
Memorial Hermann Health System$8,526,519,854
METHODIST HOSPITAL GROUP$4,404,411,075
Texas Children's Hospital$3,843,065,933
THE METHODIST HOSPITAL$3,595,725,127
BANK OF AMERICA GROUP BENEFITS PROGRAM TRUST$2,819,075,101
Unlock Full Nonprofit Data
Sign up for free to access the complete funder list, financial history, program details, key personnel, and smart matching.