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Cfa Society Of Madison

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

EIN: 391929703 ✦ Verona, WI ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Madison?

Cfa Society of Madison is a nonprofit organization, established with a mission to elevate educational standards in the fields of financial analysis, investment management, securities analysis, and related professions. They aim to achieve this goal by providing instruction and fostering professional growth within these domains. As a not-for-profit business league, they strive to promote best practices and set high standards for their members, ultimately contributing to the advancement of their respective professions.


Official website here: www.cfasociety.org/madison

Is Cfa Society Of Madison legitimate?

Cfa Society Of Madison is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Madison 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/madison

What is the mission statement of Cfa Society Of Madison?

The Cfa Society of Madison, established as a non-profit organization, is dedicated to enhancing the educational standards in various financial professions such as financial analysis, investment management, and securities analysis. It also plays a role in educating and instructing individuals in these fields. The primary objective of this society is to advance the professional practices in these areas, thereby contributing to the overall growth and development of these professions.


Official website here: www.cfasociety.org/madison

Who is the CEO of Cfa Society Of Madison?

Brenda Matthias is the Executive Director of Cfa Society Of Madison.


Official website here: www.cfasociety.org/madison

What is the revenue of Cfa Society Of Madison?

Cfa Society Of Madison's revenue in 2023 was $102,773.


Official website here: www.cfasociety.org/madison

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


Here are 12 key members and their salaries:


Brenda Matthias (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Edwards (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joshua Stirling (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Prusha (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Phil Hannifan (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bob Beggs (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michele Bernius (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chelsey Bishop (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Joanis (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Mirr (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Reed (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vai Oles (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/madison

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

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


Official website here: www.cfasociety.org/madison

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

Mission Statement of Cfa Society Of Madison

The CFA Society of Madison, as a not-for-profit organization, was established with a mission to foster growth in the professional practices of financial analysis, investment management, securities analysis, and related fields. This mission is twofold: firstly, to elevate educational standards within these professions, and secondly, to provide instruction and education to individuals pursuing careers in these areas. By advancing these standards and offering educational opportunities, the CFA Society of Madison aims to contribute to the overall development and proficiency of professionals working in financial analysis and related fields.

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Impact




October, 2024

CFA Society of Madison plays a significant role in enhancing the professional landscape for financial analysts and investment professionals in the region. By advancing educational standards in financial analysis, investment management, and securities analysis, the society fosters a culture of continuous learning and professional development.

Through various initiatives, workshops, and networking opportunities, the society equips its members with the latest knowledge and skills needed in the ever-evolving financial sector. This impact not only elevates individual career trajectories but also contributes to raising the overall competency standards within the industry. The society's commitment to education and collaboration ultimately supports a more informed and responsible investment community, benefitting both professionals and the broader economic landscape of Verona, WI, and beyond.




This information is meant to be a general summary of Cfa Society Of Madison. 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
$102,773 (2023)
Expenses
$104,587 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $4,979
  • Program Service Revenue: $8,137
  • Gross Receipts: $102,773

Assets and Liabilities:

  • Total Assets: $257,569
  • Total Liabilities: $19,907
  • Net Assets: $237,662

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Organization Details

Principal Officer

Brenda Matthias

Main Address

720 ROVALIA DRIVE, VERONA, WI, 53593

NTEE Category

Code: T70 - Philanthropy

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