AUMdb

Southern Financial Exchange

EIN 720797058 · 501(c)(6) · Public charity · New Orleans, LA · recognized 1976

Assets
$2.6M
Revenue
$1.6M
Expenses
$1.4M
Investment income
$47.7K

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Pamela T Rodriguez President & ceo $198,719 $47,569
Nancy Moss Senior vice president $118,509 $34,965
Susan Bivens Director $0 $0
Ryan Hill Director $0 $0
Janiece Wright Director $0 $0
Wendy Wood Director $0 $0
Pam Ware Director $0 $0
Amy Shreve Director $0 $0
A Javier Pastor Director $0 $0
Donna Mckey Director $0 $0
Bill Mccoy Director $0 $0
Sherrie Klotz Director $0 $0
Misty R Fiew Director $0 $0
Brenda H Eldridge Director $0 $0
Bj Cooley Director $0 $0
Ean Colley Director $0 $0
Jerry Brodnax Jr Director $0 $0
Jennifer Brock Director $0 $0
Jason Nichols Treasurer $0 $0
Barbara Daniels Secretary $0 $0
Kelly Kiker Vice chairperson $0 $0
Jim M Fazende Iii Chairperson $0 $0