2025-10-14T18:09:04-04:00 2025-06-30 473275214 Mason Tax and Financial Inc PO Box 930065 Verona WI 53593 990EZ 2024-07-01 391929703 C F A SOCIETY OF MADISON % PHIL HANNIFAN CFAS 6082135898 3049 BOSSHARD DR MADISON WI 53711 PHIL HANNIFAN BOARD MEMBER 6082135898 2025-09-30 true true BONNIE LEE BAILEY-LANE P00153470 6088458161 2024 2025-03-06 01:10:19Z X WWW.CFASOCIETY.ORD/MADISON X X 105276 X 54924 14313 28246 7793 105276 2633 88110 90743 14533 279692 21828 316053 X 18431 7839 0 0 264937 313474 283368 321313 3676 5260 279692 316053 SEE SCHEDULE 0 HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS 0 CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGES 0 PRESENTED SCHOLARSHIPS 0 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 false false false false false false false false CFA SOCIETY OF MADISON 3049 BOSSHARD DR MADISON WI 53711 6082135898 false false false false false false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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