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CFA SOCIETY OF MADISON INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CFA SOCIETY OF MADISON INC (EIN 39-1929703)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-12
IRS object ID
202103169349202165
Schema version
2020v4.1
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)
Return2021-11-12T10:27:50-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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
ZIP537172199ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

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 Line1PO BOX 1004AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN KREBSBACHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086641040PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANPersonFirstNm
Person LastKREBSBACHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORY A MYERS CPAPreparerPersonNm
PTINP00747571PTIN
Phone6086641040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.CFAMADISON.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$106,643GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$40,280ContributionsGiftsGrantsEtcAmt
Program Service Revenue$2,427ProgramServiceRevenueAmt
Membership Dues$32,079MembershipDuesAmt
Investment Income$31,657InvestmentIncomeAmt
Other Revenue Total$200OtherRevenueTotalAmt
Total Revenue$106,643TotalRevenueAmt
Other Expenses Total$50,546OtherExpensesTotalAmt
Total Expenses$50,546TotalExpensesAmt
Excess Or Deficit For Year$56,097ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$184,916NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$241,013NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$52,182BOYAmt
EOY$29,780EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$134,991BOYAmt
EOY$216,590EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$187,173BOYAmt
EOY$246,370EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,257BOYAmt
EOY$5,357EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$184,916BOYAmt
EOY$241,013EOYAmt
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
JASON JOANIS
PRESIDENT1.00$0$0$0
ROBERT BEGGS
VICE PRESIDENT1.00$0$0$0
MARK PRUSHA
SECRETARY1.00$0$0$0
DAN KREBSBACH
TREASURER1.00$0$0$0
MICHELE BERNIUS
BOARD MEMBER1.00$0$0$0
GREG EDWARDS
BOARD MEMBER1.00$0$0$0
BRIAN HELLMER
BOARD MEMBER1.00$0$0$0
PHIL HANNIFAN
BOARD MEMBER1.00$0$0$0
JASON MIRR
BOARD MEMBER1.00$0$0$0
JASON PALL
BOARD MEMBER1.00$0$0$0
CHRIS REED
BOARD MEMBER1.00$0$0$0
XUEZHENG WU
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: 3,373. DESCRIPTION: UNREALIZED GAIN. AMOUNT: 28,284. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 31,657.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: CREDIT CARD REBATE. AMOUNT: 200.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: LUNCHEON EXPENSES. AMOUNT: 4,054. DESCRIPTION: OUTREACH. AMOUNT: 2,198. DESCRIPTION: ADMINISTRATION. AMOUNT: 5,838. DESCRIPTION: INVESTMENT CONFERENCE EXPENSE. AMOUNT: 5,338. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 4,739. DESCRIPTION: OTHER NETWORKING EVENTS. AMOUNT: 15,643. DESCRIPTION: GOVERANCE. AMOUNT: 9,736. DESCRIPTION: EDUCATION INITIATIVES. AMOUNT: 3,000. TOTAL TO FORM 990-EZ, LINE 16: 50,546.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SCHWAB ACCOUNT. BEG. OF YEAR AMOUNT: 134,991. END OF YEAR AMOUNT: 216,590.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 2,257. END OF YEAR AMOUNT: 3,581. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,776.

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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