CFA SOCIETY OF MADISON INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CFA SOCIETY OF MADISON INC (EIN 39-1929703)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-14
- IRS object ID
- 202502879349201925
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T18:09:04-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473275214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mason Tax and Financial Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 930065 | AddressLine1Txt |
| City | Verona | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53593 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391929703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C F A SOCIETY OF MADISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PHIL HANNIFAN | InCareOfNm |
| Business Name Control | CFAS | BusinessNameControlTxt |
| Phone | 6082135898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3049 BOSSHARD DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL HANNIFAN | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 6082135898 | PhoneNum |
| Signature | 2025-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BONNIE LEE BAILEY-LANE | PreparerPersonNm |
| PTIN | P00153470 | PTIN |
| Phone | 6088458161 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.CFASOCIETY.ORD/MADISON | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $105,276 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $54,924 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $14,313 | ProgramServiceRevenueAmt |
| Membership Dues | $28,246 | MembershipDuesAmt |
| Investment Income | $7,793 | InvestmentIncomeAmt |
| Total Revenue | $105,276 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,633 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $88,110 | OtherExpensesTotalAmt |
| Total Expenses | $90,743 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,533 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $279,692 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $21,828 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $316,053 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,431 | BOYAmt |
| EOY | $7,839 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,937 | BOYAmt |
| EOY | $313,474 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,368 | BOYAmt |
| EOY | $321,313 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,676 | BOYAmt |
| EOY | $5,260 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,692 | BOYAmt |
| EOY | $316,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE SCHEDULE 0 | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS | $0 |
| CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGES | $0 |
| PRESENTED SCHOLARSHIPS | $0 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CHIRAG GANDHI | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| JOSHUA STIRLING | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHELSEY BISHOP | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK PRUSHA | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| PHIL HANNIFAN | ||||
| BOARD MEMBER | 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 |
| 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 |
| CHARLES SAUNDERS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CFA SOCIETY OF MADISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3049 BOSSHARD DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082135898 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountOUTREACH AND AWARENESS 7,323ADMINISTRATION 23,352CONFERENCES AND MEETINGS 36,689SCHOLARSHIPS 2,700NETWORKING EXPENSE 12,030GOVERNANCE EXPENSE 6,016 |
| Other changes in net assets or fund balances Part I line 20 | Description AmountUNREALIZED GAIN ON INVESTMENTS 21,828 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearSCHWAB ACOUNT 264,937 313,474 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearCREDIT CARDS 2,540 3,742ACCOUNTS PAYABLE 1,136 1,518 |
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