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CFA SOCIETY OF MADISON INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CFA SOCIETY OF MADISON INC (EIN 39-1929703)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-26
IRS object ID
202432709349200828
Schema version
2023v5.1
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)
Return2024-09-26T13:54:01-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2024-09-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORY A MYERS CPAPreparerPersonNm
PTINP00747571PTIN
Phone6086641040PhoneNum
Preparation2024-09-23PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

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$96,412GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$59,463ContributionsGiftsGrantsEtcAmt
Program Service Revenue$4,990ProgramServiceRevenueAmt
Membership Dues$26,385MembershipDuesAmt
Investment Income$5,574InvestmentIncomeAmt
Total Revenue$96,412TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$5,667FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$72,697OtherExpensesTotalAmt
Total Expenses$78,364TotalExpensesAmt
Excess Or Deficit For Year$18,048ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$237,662NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$23,982OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$279,692NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$6,516BOYAmt
EOY$18,431EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$251,053BOYAmt
EOY$264,937EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$257,569BOYAmt
EOY$283,368EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,907BOYAmt
EOY$3,676EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$237,662BOYAmt
EOY$279,692EOYAmt
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
RICHARD BAUMGART
BOARD MEMBER1.00$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
HILLARY HOLSTEIN
BOARD MEMBER1.00$0$0$0
JASON MIRR
BOARD MEMBER1.00$0$0$0
CHRIS REED
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: 5,574.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OUTREACH AND AWARENESS. AMOUNT: 7,524. DESCRIPTION: ADMINISTRATION. AMOUNT: 2,772. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 33,655. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 3,815. DESCRIPTION: NETWORKING EXPENSE. AMOUNT: 17,772. DESCRIPTION: GOVERNANCE EXPENSE. AMOUNT: 7,159. TOTAL TO FORM 990-EZ, LINE 16: 72,697.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 23,982.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SCHWAB ACCOUNT. BEG. OF YEAR AMOUNT: 240,451. END OF YEAR AMOUNT: 264,937. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 10,602. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 8,389. END OF YEAR AMOUNT: 2,540. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 11,518. END OF YEAR AMOUNT: 1,136.

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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