FINANCIAL OVERVIEW

Total Net Assets by Fund Type

Advised Funds
$29,280,866 | 19.58%

Special Project Funds
$3,196,589 | 2.14%

Discretionary
$46,161,794 | 30.87%

Scholarship Funds
$19,326,501 | 12.92%

Nonprofit Funds
$42,989,107 | 28.75%

Other Funds
$8,595,029 | 5.75%

As of December 31, 2022 (unaudited)

Total Net Assets by Year

Total Assets New of Liabilities

Contributions and Funds in 2022

Visit cfneia.org to view a copy of CFNEIA’s 990 Return, or call Liz Kurtt, Vice President of Finance and Operations, at 319-243-1360 for audited financial statements, investment information, or our IRS exemption letter.

As of December 31, 2022 (unaudited)