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EIN 82-0560661

CFA Society Kansas City

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Overland Park
State
Kansas
Year formed
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
Provide members with educational programs, networking opportunities, and access to information. Educational and informational services provided to members. Educational and information services provided to members.
Also known as...
Kansas City Cfa Society
Total revenues
$139,094
2024
Total expenses
$130,243
2024
Total assets
$446,617
2024
Num. employees
n/a

Personnel at CFA Society Kansas City

NameTitleCompensation
Michelle TrouvePresident$0
Jeff OttoPast President / Vice President / Treasurer / Secretary / Director$0
Satu StechschultePast President / Vice President and Secretary / Treasurer / Director$0
Matthew MontgomeryPast President / Past President / President / Treasurer$0

Financials for CFA Society Kansas City

RevenuesFYE 06/2024
Total grants, contributions, etc.$102,029
Program services$22,728
Membership dues$60,119
Investment income and dividends$13,476
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$861
Total revenues$139,094

Form 990s for CFA Society Kansas City

Fiscal year endingDate received by IRSFormPDF link
2024-062024-10-21990EZView PDF
2023-062023-10-19990EZView PDF
2022-062022-11-14990EZView PDF
2021-062021-10-28990EZView PDF
2020-062021-04-19990EZView PDF
...and 10 more Form 990s
Data update history
November 27, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
November 27, 2023
Updated personnel
Identified 2 new personnel
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $43,734 from CFA Institute
August 17, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 7, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
10851 Mastin 1000
Overland Park, KS 66210
Metro area
Kansas City, MO-KS
Website URL
cfasociety.org/kansascity/pages/default.aspx 
Phone
(800) 410-5408
IRS details
EIN
82-0560661
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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