Overview
What is Indianapolis Society Of Financial Analysts Inc?
The Indianapolis Society of Financial Analysts Inc, headquartered at PO Box 1225, Carmel, IN 46032, serves as a membership organization that fosters growth in investment knowledge, strengthens networks, and offers engaging events featuring influential speakers from the local investment community. With a mission to promote professional excellence and ethical practices, they strive to raise awareness of the CFA Charter within their regional investment community and the public. Their annual Investment Forum, held at the Indianapolis Motor Speedway, attracts over 300 guests for an educational and networking experience, featuring 22 industry leaders.
Official website here: www.https: cfasocietyindy.com
Is Indianapolis Society Of Financial Analysts Inc legitimate?
Indianapolis Society Of Financial Analysts Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Indianapolis Society Of Financial Analysts Inc submitted a form 990, 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.
Heare are some key statistics you may want to consider:
Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0
For more financial information, click here
Official website here: www.https: cfasocietyindy.com
What is the mission statement of Indianapolis Society Of Financial Analysts Inc?
The Indianapolis Society of Financial Analysts Inc, as a membership organization, is committed to promoting professional excellence and ethical practices in the investment field. They accomplish this through education, collaboration, and advocacy of the Chartered Financial Analyst (CFA) designation. The society aims to benefit their local investment community and the public at large. By organizing events with notable speakers from various organizations, they provide a platform for networking and knowledge-sharing within their community. The annual Investment Forum, attended by over 300 guests, serves as an educational and networking event for members and sponsors.
Official website here: www.https: cfasocietyindy.com
Who is the CEO of Indianapolis Society Of Financial Analysts Inc?
Jared Luegers is the President of Indianapolis Society Of Financial Analysts Inc.
Official website here: www.https: cfasocietyindy.com
What is the revenue of Indianapolis Society Of Financial Analysts Inc?
Indianapolis Society Of Financial Analysts Inc's revenue in 2023 was $242,661.
Official website here: www.https: cfasocietyindy.com
Who are the executives of Indianapolis Society Of Financial Analysts Inc and what are their salaries?
There 50 volunteers at Indianapolis Society Of Financial Analysts Inc.
Here are 18 key members and their salaries:
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
Official website here: www.https: cfasocietyindy.com
Where can I find the form 990 for Indianapolis Society Of Financial Analysts Inc?
Indianapolis Society Of Financial Analysts Inc's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.https: cfasocietyindy.com
Learn more at the official website: www.https: cfasocietyindy.com
Mission Statement of Indianapolis Society Of Financial Analysts Inc
The Indianapolis Society of Financial Analysts Inc, as a membership organization, is committed to advancing professional excellence and ethical standards among its members and the broader investment community. Its mission is to achieve this goal through education, collaboration, and raising awareness of the CFA Charter. By doing so, the society aims to benefit its regional investment community and the public at large. The organization facilitates this mission by organizing events, such as its annual Investment Forum, which attracts numerous guests, including members, sponsors, and influential speakers from various organizations. These events provide an opportunity for networking and knowledge-sharing, furthering the society's mission to foster a stronger investment community.
Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!
Impact
October, 2024
The Indianapolis Society of Financial Analysts Inc plays a vital role in the financial landscape of the region by fostering collaboration among investment professionals and enhancing the overall quality of financial services. By uniting the investment community, it facilitates a sharing of knowledge and resources that leads to improved practices and outcomes.
The society's commitment to professional excellence is evident in its organization of events featuring insightful speakers, which not only educate but also inspire financial analysts and investors alike. These events serve as platforms for networking, skill development, and staying abreast of industry trends, ultimately contributing to the growth and integrity of the financial services sector.
Moreover, the society's activities contribute to community improvement by promoting ethical investment practices and informed decision-making. This impact resonates beyond its members, influencing the broader economic environment in Carmel, IN, and surrounding areas. By elevating the standards and capabilities of individuals within the investment community, the Indianapolis Society of Financial Analysts Inc enhances the overall professionalism and effectiveness of the financial industry.
This information is meant to be a general summary of Indianapolis Society Of Financial Analysts 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $1,337
- Program Service Revenue: $153,957
- Gross Receipts: $242,661
Assets and Liabilities:
- Total Assets: $199,030
- Total Liabilities: $15,919
- Net Assets: $183,111
Want to help this charity, for free? You can click here to learn more about Give Freely
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
Investment Advice
Revenue
$153,957
Organization Details
Founding Year
1971
Phone
(630) 217-3359Principal Officer
Jared Luegers
Main Address
PO BOX 1225, CARMEL, IN, 46032
NTEE Category
Code: S41 - Community improvement
If you are a representative of Indianapolis Society Of Financial Analysts Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.