Civic Intelligence

Cfa Society of Louisiana

EIN 72-0947195 • 501(c)6 • Metairie, LA

Profile

To educate and inform investment decision-makers, promote ethical stnadards in the industry, and assist financial professionals in career development

3445 North Causeway Blvd 300Metairie, LA 70002

www.cfasociety.org/louisiana

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

9th percentile

-67%

Higher net margin than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

30th percentile

-16%

Faster asset growth than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$106,195

Down $20,833 (-16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$106,195

Down $20,833 (-16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$30,983

Down $12,709 (-29%) from 2024

Expenses

Up

$51,816

Up $9,374 (+22%) from 2024

Net Income

Down

-$20,833

Down $22,083 (-1767%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $80,481Liabilities 2013: $02013Assets 2015: $84,795Liabilities 2015: $02015Assets 2016: $83,600Liabilities 2016: $02016Assets 2017: $80,614Net Assets 2017: $80,6142017Assets 2018: $78,242Net Assets 2018: $78,2422018Assets 2019: $102,083Net Assets 2019: $102,0832019Assets 2020: $105,901Net Assets 2020: $105,9012020Assets 2021: $132,343Net Assets 2021: $132,3432021Assets 2022: $135,991Net Assets 2022: $135,9912022Assets 2023: $125,778Net Assets 2023: $125,7782023Assets 2024: $127,028Net Assets 2024: $127,0282024Assets 2025: $106,195Net Assets 2025: $106,1952025

Highlighted filing

2025

Assets$106,195
Liabilities-
Net Assets$106,195
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $27,975Expenses 2013: $27,117Net Income 2013: $8582013Revenue 2015: $33,262Expenses 2015: $28,948Net Income 2015: $4,3142015Revenue 2016: $33,588Expenses 2016: $34,783Net Income 2016: -$1,1952016Revenue 2017: $44,567Expenses 2017: $47,553Net Income 2017: -$2,9862017Revenue 2018: $42,510Expenses 2018: $44,882Net Income 2018: -$2,3722018Revenue 2019: $68,143Expenses 2019: $44,302Net Income 2019: $23,8412019Revenue 2020: $71,477Expenses 2020: $67,659Net Income 2020: $3,8182020Revenue 2021: $38,272Expenses 2021: $11,830Net Income 2021: $26,4422021Revenue 2022: $37,767Expenses 2022: $34,119Net Income 2022: $3,6482022Revenue 2023: $39,027Expenses 2023: $49,240Net Income 2023: -$10,2132023Revenue 2024: $43,692Expenses 2024: $42,442Net Income 2024: $1,2502024Revenue 2025: $30,983Expenses 2025: $51,816Net Income 2025: -$20,8332025

Highlighted filing

2025

Revenue$30,983
Expenses$51,816
Net Income-$20,833
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,195
Liabilities
-
Net assets
$106,195
Revenue
$30,983
Expenses
$51,816
Net income
-$20,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.31$0.52$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.44$0.42$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.39$0.49$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.38$0.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.38$0.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.71$0.68$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.68$0.44$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.43$0.45$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.45$0.48$0.03
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.34$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$0.85$0.00$0.33$0.29$0.04
2013Summary only. Only limited summary data is available for this year.$0.80$0.00$0.28$0.27$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$30,983
Mission and Program Overview

Mission

To educate and inform investment decision-makers, promote ethical stnadards in the industry, and assist financial professionals in career development

To educate and inform investment decision-makers, promote ethical stnadards in the industry, and assist financial professionals in career development.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND NETWORKING OPPORTUNITIES--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Will HarrisonPresident-$0--
Alex WendlingVice President-$0--
Paul CastedoPast President-$0--
Bryan McCaulleyPast President-$0--
Greg BrownTreasurer-$0--
Eric FenalsonSecretary-$0--
Daniel ToupsDirector-$0--
Mitchell BordelonPast President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Louisiana
EIN
72-0947195
Phone
5045228708
Address
3445 NORTH CAUSEWAY BLVD 300, METAIRIE, LA 70002

Signing Officer

Name
Blake Mock
Title
Treasurer
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Pedelahore & Co LLP
Address
3445 N Causeway Blvd Ste 300, Metairie, LA 70002
Preparer
Brian Mora
Phone
5045228708
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Guest Dinner and Lunch $150”

Other Expenses.1

“LUNCHEON EXPENSES $33070”

Other Expenses.2

“VIDEO EXPENSE $2168”

Other Expenses.3

“Dues & subscriptions $770”

Other Expenses.5

“OFFICE EXPENSES $194”

Raw XML Appendix127 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN MORA
IRS990EZ/BooksInCareOfDetail/PhoneNum05045228708
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03445 NORTH CAUSEWAY BLVD SUITE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0METAIRIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127028
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030833
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0127028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106195
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt030983
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127028
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127028
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Will Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alex Wendling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Paul Castedo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bryan McCaulley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Greg Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Eric Fenalson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Daniel Toups
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mitchell Bordelon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036202
IRS990EZ/OtherRevenueTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND INFORM INVESTMENT DECISION-MAKERS, PROMOTE ETHICAL STNADARDS IN THE INDUSTRY, AND ASSIST FINANCIAL PROFESSIONALS IN CAREER DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt0464
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND NETWORKING OPPORTUNITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051816
IRS990EZ/TotalRevenueAmt030983
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.cfasociety.org/louisiana
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Guest Dinner and Lunch $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LUNCHEON EXPENSES $33070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VIDEO EXPENSE $2168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSES $194
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Blake Mock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF LOUISIANA
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0720947195
ReturnHeader/Filer/PhoneNum05045228708
ReturnHeader/Filer/USAddress/AddressLine1Txt03445 NORTH CAUSEWAY BLVD 300
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720535866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pedelahore & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03445 N Causeway Blvd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070002
ReturnHeader/PreparerPersonGrp/PhoneNum05045228708
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Mora
ReturnHeader/ReturnTs02025-08-11T13:28:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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