2024-09-26T13:54:01-05:00 2024-06-30 452904270 KMA SC 1200 JOHN Q HAMMONS DR STE 500 MADISON WI 53717 990EZ 2023-07-01 391929703 CFA SOCIETY OF MADISON CFAS 6086641040 720 ROVALIA DRIVE VERONA WI 53593 PHIL HANNIFAN TREASURER 6086641040 2024-09-23 1 0 CORY A MYERS CPA P00747571 6086641040 2024-09-23 2023 2024-08-08 14:25:15Z X WWW.CFASOCIETY.ORG/MADISON X X 96412 X 59463 4990 26385 5574 96412 5667 72697 78364 18048 237662 23982 279692 X 6516 18431 251053 264937 257569 283368 19907 3676 237662 279692 X CFA 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. HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS 0 0 CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGE 0 0 PRESENTED SCHOLARSHIPS 0 0 X BRENDA MATTHIAS EXECUTIVE DIRECTOR 1.00 0 0 0 GREG EDWARDS PRESIDENT 1.00 0 0 0 JOSHUA STIRLING VICE PRESIDENT 1.00 0 0 0 MARK PRUSHA SECRETARY 1.00 0 0 0 PHIL HANNIFAN TREASURER 1.00 0 0 0 RICHARD BAUMGART BOARD MEMBER 1.00 0 0 0 BOB BEGGS BOARD MEMBER 1.00 0 0 0 MICHELE BERNIUS BOARD MEMBER 1.00 0 0 0 CHELSEY BISHOP BOARD MEMBER 1.00 0 0 0 HILLARY HOLSTEIN BOARD MEMBER 1.00 0 0 0 JASON MIRR BOARD MEMBER 1.00 0 0 0 CHRIS REED BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 KMA SC 1200 JOHN Q HAMMONS DR STE 500 MADISON WI 53717 6086641040 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 5,574. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: 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 ASSETS DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 23,982. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: 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 LIABILITIES DESCRIPTION: 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. THE 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.