CFA Society Orange County
Data sourced from IRS 990 public filings
CFA Society Orange County CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
Annual Revenue
$229,738
Known Funders
3
Grants Received
4
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $229,738 | $237,480 | $364,714 |
| 2023 | $236,815 | $252,183 | $372,456 |
| 2022 | $256,241 | $264,567 | $387,824 |
| 2021 | $106,768 | $92,808 | $407,171 |
| 2020 | $180,659 | $63,265 | $393,211 |
| 2019 | $179,646 | $130,946 | $275,817 |
| 2018 | $211,529 | $174,395 | $227,117 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
CORONA DEL MAR, CA
NEWPORT BEACH, CA
Key Personnel
From 2024 IRS 990 filing
Mary Sigler
Director
Fadel Lawandy
Director
Matt Magill
Director
Tina Schackman
Director
Barry Grossman
Director
Priyanka Shukla
Director
Derek Pantele
President
Paisley Nardini
Vice President
Chad Noorani
Treasurer
Frequently Asked Questions
Other Nonprofits in California
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