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CFA SOCIETY OF MADISON INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CFA SOCIETY OF MADISON INC (EIN 39-1929703)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-15
IRS object ID
201901059349201205
Schema version
2017v2.3
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)
Return2019-04-15T15:57:32-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452904270PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KMA BODILLY CPAS & CONSULTANTS 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 Begin2017-07-01TaxPeriodBeginDt

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 Line11200 JOHN Q HAMMONS DR NO 500AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON JOANISPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6086641040PhoneNum
Signature2019-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN MCGOWN CPAPreparerPersonNm
PTINP01222400PTIN
Phone6086641040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address172.102.4.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-27IPDt
IP Tm15:02:45IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0949404CD15BCFC58A3D7A9C412E6A061B38DF58AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.CFAMADISON.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$119,527GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,330ContributionsGiftsGrantsEtcAmt
Program Service Revenue$61,888ProgramServiceRevenueAmt
Membership Dues$24,168MembershipDuesAmt
Investment Income$9,227InvestmentIncomeAmt
Other Revenue Total$1,914OtherRevenueTotalAmt
Total Revenue$119,527TotalRevenueAmt
Other Expenses Total$107,173OtherExpensesTotalAmt
Total Expenses$107,173TotalExpensesAmt
Excess Or Deficit For Year$12,354ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$109,422NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$121,776NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$40,141BOYAmt
EOY$24,719EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$79,426BOYAmt
EOY$115,537EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$119,567BOYAmt
EOY$140,256EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,145BOYAmt
EOY$18,480EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$109,422BOYAmt
EOY$121,776EOYAmt
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 RELATEIONS 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$47,559
CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGE$0$8,938
PRESENTED SCHOLARSHIPS$0$1,716
FieldValueIRS element (for citing)
Total Program Service Expenses$58,213TotalProgramServiceExpensesAmt
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
BRIAN HELLMER
PRESIDENT1.00$0$0$0
LINDA YU
VICE PRESIDENT1.00$0$0$0
ROBERT BEGGS
BOARD MEMBER1.00$0$0$0
NOEL GOEDDEL
BOARD MEMBER1.00$0$0$0
PHIL HANNIFAN
BOARD MEMBER1.00$0$0$0
JASON JOANIS
TREASURER1.00$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
MIKE SANDERS
BOARD MEMBER1.00$0$0$0
XUEZHENG WU
BOARD MEMBER1.00$0$0$0
MARK PRUSHA
SECRETARY1.00$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
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KMA BODILLY CPAS & CONSULTANTS 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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: UNREALIZED GAIN. AMOUNT: 9,227.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST INCOME. AMOUNT: 1,914.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: LUNCHEON EXPENSES. AMOUNT: 9,928. DESCRIPTION: OUTREACH. AMOUNT: 9,691. DESCRIPTION: ADMINISTRATION. AMOUNT: 6,039. DESCRIPTION: INVESTMENT CONFERENCE EXPENSE. AMOUNT: 19,310. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 1,716. DESCRIPTION: OTHER NETWORKING EVENTS. AMOUNT: 45,175. DESCRIPTION: GOVERANCE. AMOUNT: 12,121. DESCRIPTION: BRANDING PROJECT. AMOUNT: 3,193. TOTAL TO FORM 990-EZ, LINE 16: 107,173.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: SCHWAB ACCOUNT. BEG. OF YEAR AMOUNT: 79,426. END OF YEAR AMOUNT: 115,537.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,366. END OF YEAR AMOUNT: 7,181. DESCRIPTION: CREDIT CARDS. BEG. OF YEAR AMOUNT: 8,779. END OF YEAR AMOUNT: 11,299.

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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