EIN 42-1152989

Cfa Society Iowa

IRS 501(c) type
501(c)(6)
Num. employees
0
City
State
Year formed
1962
Most recent tax filings
2023-06-01
NTEE code, primary
Description
Hosted several webinars featuring industry speakers who discussed relevant topics for investments. Average attendance was approximately 35 people per webinar. There is generally one large event held annually with over 100 attendees.
Also known as...
Cfa Society of Iowa
Total revenues
$201,633
2023
Total expenses
$200,317
2023
Total assets
$309,392
2023
Num. employees
0
2023

Program areas at Cfa Society Iowa

Hosted in-person and virtual (hybrid) webinars monthly featuring industry speakers who discussed relevant topics for investments. Average attendance was approximately 40 people per event. Hosted one large event in may with 140 attendees.
Hosted the global investment research challenge for universtities in the region with 50 attendees. Students were able to present research on a company in order to compete for scholarships and a chance at the national competition.
Hosted several networking events for members and students so they are able to interact with others in their profession or course of study. Attendance ranged from 10-50 people per event.

Who funds Cfa Society Iowa

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$49,013

Personnel at Cfa Society Iowa

NameTitleCompensation
Margaret ClarkTreasurer$0
Ashley ArellanoVice President$0
Mark SandbultePresident$0
Thomas McCaffreySecretary$0

Financials for Cfa Society Iowa

RevenuesFYE 06/2023
Total grants, contributions, etc.$140,873
Program services$54,562
Investment income and dividends$5,425
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$773
Total revenues$201,633

Form 990s for Cfa Society Iowa

Fiscal year endingDate received by IRSFormPDF link
2023-062024-02-28990View PDF
2022-062022-11-14990EZView PDF
2021-062022-01-17990EZView PDF
2020-062022-01-25990OView PDF
2019-062019-10-22990EOView PDF
...and 10 more Form 990s
Data update history
May 21, 2024
Updated personnel
Identified 3 new personnel
May 19, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $49,013 from CFA Institute
June 12, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 307
Waukee, IA 50263
Metro area
Des Moines-West Des Moines, IA
County
Dallas County, IA
Website URL
cfasociety.org/iowa/home 
Phone
(515) 209-9090
IRS details
EIN
42-1152989
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1962
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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