Cfa Society Of Milwaukee Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 237072850 ✦ Brookfield, WI ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Milwaukee Inc?

Cfa Society of Milwaukee Inc is a nonprofit organization established with a mission to elevate educational standards in various financial sectors, such as financial analysis, investment management, and securities analysis. By acting as a business league, they aim to promote learning and best practices within these professions. Additionally, the society is involved in providing instructional programs to foster professional development.


Official website here: www.cfasociety.org/milwaukee

Is Cfa Society Of Milwaukee Inc legitimate?

Cfa Society Of Milwaukee Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Milwaukee Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.cfasociety.org/milwaukee

What is the mission statement of Cfa Society Of Milwaukee Inc?

The Cfa Society of Milwaukee Inc was established as a non-profit organization with a mission to enhance the educational standards in various financial professions such as financial analysis, investment management, and securities analysis. It also aims to provide instructional services to advance the professional practices in these fields. The society does not specify if it offers training programs or conducts research, but its primary focus is on promoting education and improving professional standards in the financial sector.


Official website here: www.cfasociety.org/milwaukee

Who is the CEO of Cfa Society Of Milwaukee Inc?

William Reineking is the President of Cfa Society Of Milwaukee Inc.


Official website here: www.cfasociety.org/milwaukee

What is the revenue of Cfa Society Of Milwaukee Inc?

Cfa Society Of Milwaukee Inc's revenue in 2023 was $145,491.


Official website here: www.cfasociety.org/milwaukee

Who are the executives of Cfa Society Of Milwaukee Inc and what are their salaries?


Here are 12 key members and their salaries:


William Reineking (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristin Holzhauer (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alice Ambrowiak (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathleen Walters (Treasurer/Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Colleen Costello (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tony Desrochers (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jacob Gelfand (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ryan Hamilton (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Jaklin (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nick Kummer (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Shide (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nick Ziarek (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/milwaukee

Where can I find the form 990EZ for Cfa Society Of Milwaukee Inc?

Cfa Society Of Milwaukee Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfasociety.org/milwaukee

Learn more at the official website: www.cfasociety.org/milwaukee

Mission Statement of Cfa Society Of Milwaukee Inc

The Cfa Society of Milwaukee was established as a non-profit organization with a primary mission to elevate educational standards in various financial professions. This includes fields such as financial analysis, investment management, securities analysis, and other related disciplines. In line with this goal, the society also aims to educate professionals in these areas, contributing to the advancement of their practices. However, the provided information does not detail any specific programs or initiatives undertaken by the Cfa Society of Milwaukee to achieve these objectives.

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Impact




October, 2024

CFA Society of Milwaukee Inc significantly impacts the financial sector by advancing educational standards in financial analysis, investment management, and securities analysis. Through its initiatives, the organization fosters a culture of continuous learning among professionals in these fields, enhancing their skills and knowledge. This commitment to education helps elevate the overall quality of financial services in the region.

Moreover, the society plays a crucial role in community improvement by providing resources, networking opportunities, and professional development sessions that connect local finance professionals. By promoting ethical practices and high standards within the industry, the CFA Society of Milwaukee contributes to building trust in financial markets, ultimately benefiting investors and the broader community.

This focus on education and professional excellence not only strengthens individual careers but also supports the growth and stability of the financial services sector in Milwaukee and beyond.




This information is meant to be a general summary of Cfa Society Of Milwaukee Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$145,491 (2023)
Expenses
$102,209 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $9,666
  • Program Service Revenue: $21,795
  • Gross Receipts: $145,491

Assets and Liabilities:

  • Total Assets: $377,750
  • Total Liabilities: $1,448
  • Net Assets: $376,302

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Organization Details

Principal Officer

William Reineking

Main Address

14845 SAN MARCOS DRIVE, BROOKFIELD, WI, 53005

NTEE Category

Code: S41 - Community improvement

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