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CFA SOCIETY OF MADISON INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CFA SOCIETY OF MADISON INC (EIN 39-1929703)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-17
IRS object ID
202400179349200305
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-17T07:48:26-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452904270PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KMA SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 JOHN Q HAMMONS DR STE 500AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391929703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CFA SOCIETY OF MADISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCFASBusinessNameControlTxt
Phone6086641040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1720 ROVALIA DRIVEAddressLine1Txt
CityVERONACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53593ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHIL HANNIFANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086641040PhoneNum
Signature2023-12-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILPersonFirstNm
Person LastHANNIFANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORY A MYERS CPAPreparerPersonNm
PTINP00747571PTIN
Phone6086641040PhoneNum
Preparation2023-12-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.CFASOCIETY.ORG/MADISONWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$102,773GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,287ContributionsGiftsGrantsEtcAmt
Program Service Revenue$8,137ProgramServiceRevenueAmt
Membership Dues$23,370MembershipDuesAmt
Investment Income$4,979InvestmentIncomeAmt
Total Revenue$102,773TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$5,247FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$99,340OtherExpensesTotalAmt
Total Expenses$104,587TotalExpensesAmt
Excess Or Deficit For Year-$1,814ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$224,674NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$14,802OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$237,662NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$2,652BOYAmt
EOY$6,516EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$230,798BOYAmt
EOY$251,053EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$233,450BOYAmt
EOY$257,569EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,776BOYAmt
EOY$19,907EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$224,674BOYAmt
EOY$237,662EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeCFA SOCIETY OF MADISON WAS FORMED AS A NOT-FOR-PROFIT BUSINESS LEAGUE TO (A) ADVANCE EDUCATIONAL STANDARDS IN THE PROFESSIONAL PRACTICES OF FINANCIAL ANALYSIS, INVESTMENT MANAGEMENT, SECURITIES ANALYSIS AND OTHER SIMILAR PROFESSIONS, (B) INSTRUCT AND TRAIN MEMBERS AND THE GENERAL PUBLIC IN THE SOUND AND TRUSTWORTHY PRINCIPLES, PRACTICES, AND CONDUCT WITH REGARD TO THE INVESTMENT DECISION-MAKING PROCESS, (C) CARRY ON, SPONSOR, AID, AND ENCOURAGE RESEARCH, EDUCATION, AND INFORMATION ACTIVITIES TO FURTHER THESE PURPOSES, (D) PROMOTE GOOD RELATIONS BETWEEN THE GENERAL PUBLIC AND PROFESSIONALS ENGAGED IN THE INVESTMENT DECISION-MAKING PROCESS, AND (E) PROMOTE THE WELFARE OF MEMBERS AND OTHER ENGAGED PROFESSIONALLY IN THE INVESTMENT DECISION-MAKING PROCESS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS$0$0
CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGE$0$0
PRESENTED SCHOLARSHIPS$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRENDA MATTHIAS
EXECUTIVE DIRECTOR1.00$0$0$0
GREG EDWARDS
PRESIDENT1.00$0$0$0
JOSHUA STIRLING
VICE PRESIDENT1.00$0$0$0
MARK PRUSHA
SECRETARY1.00$0$0$0
PHIL HANNIFAN
TREASURER1.00$0$0$0
BOB BEGGS
BOARD MEMBER1.00$0$0$0
MICHELE BERNIUS
BOARD MEMBER1.00$0$0$0
CHELSEY BISHOP
BOARD MEMBER1.00$0$0$0
JASON JOANIS
BOARD MEMBER1.00$0$0$0
JASON MIRR
BOARD MEMBER1.00$0$0$0
CHRIS REED
BOARD MEMBER1.00$0$0$0
VAI OLES
BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KMA SCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 JOHN Q HAMMONS DR STE 500AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Phone6086641040PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 4,979.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OUTREACH AND AWARENESS. AMOUNT: 11,427. DESCRIPTION: ADMINISTRATION. AMOUNT: 2,711. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 46,520. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 4,297. DESCRIPTION: NETWORKING EXPENSE. AMOUNT: 24,923. DESCRIPTION: GOVERNANCE EXPENSE. AMOUNT: 9,462. TOTAL TO FORM 990-EZ, LINE 16: 99,340.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 14,802.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SCHWAB ACCOUNT. BEG. OF YEAR AMOUNT: 225,715. END OF YEAR AMOUNT: 240,451. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,083. END OF YEAR AMOUNT: 10,602.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 5,476. END OF YEAR AMOUNT: 8,389. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,300. END OF YEAR AMOUNT: 11,518.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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