Overview

Sign up for

Est.

1976

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

SOUTHERN FINANCIAL EXCHANGE is a nonprofit organization dedicated to supporting credit unions and educational initiatives within the financial sector. With a mission to provide education, risk and compliance services, advocacy, and consultative expertise, SFE operates with an annual budget of $1.5 million and reported total revenues of $1.8 million in 2024. The organization collaborates closely with its members and industry leaders to enhance the capabilities of the financial institutions it serves. For more information, visit www.sfe.org.

Mission Statement

SOUTHERN FINANCIAL EXCHANGE (SFE) PROVIDES EDUCATION, RISK AND COMPLIANCE SERVICES, ADVOCACY, AND CONSULTATIVE EXPERTISE TO THE FINANCIAL INSTITUTIONS AND ORGANIZATIONS WE SERVE, THROUGH A COLLABORATIVE PARTNERSHIP WITH OUR MEMBERS AND INDUSTRY LEADERS.
Revenues
$1.8M
Expenses
$1.5M
Net Income:
+$304.7K
Assets
$2.9M
Liabilities
$927.4K
Net Assets:
+$2M
Operating Budget
$1.5M
Operating Budget by Year

Due Diligence

Are you a grantmaker?
Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
plg-image
plg-image
Go beyond basic verification
Instantly get 50+ financial health and governance metrics, including LUNA.
P
Pamela T Rodriguez
Board Member
A
Amy Shreve
Board Member
J
Janiece Wright
Board Member

Frequently Asked Questions

What is SOUTHERN FINANCIAL EXCHANGE’s budget?
In 2024, SOUTHERN FINANCIAL EXCHANGE reported an annual operating budget of around $1.5 million. More detailed financial information is available to registered users.
What causes does SOUTHERN FINANCIAL EXCHANGE support?
SOUTHERN FINANCIAL EXCHANGE supports work in Education and Credit unions.
Where does SOUTHERN FINANCIAL EXCHANGE operate?
SOUTHERN FINANCIAL EXCHANGE is headquartered in New Orleans, LA.