CFA SOCIETY OF MADISON INC

Cite this

Plain text CFA SOCIETY OF MADISON INC. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/cfa-society-of-madison-inc-391929703. Retrieved 2026-11-01.

APA furp.org. (n.d.). CFA SOCIETY OF MADISON INC [Nonprofit organization profile; tax years 2017–2024]. Retrieved November 1, 2026, from https://furp.org/org/cfa-society-of-madison-inc-391929703

MLA “CFA SOCIETY OF MADISON INC.” furp.org, tax years 2017–2024, https://furp.org/org/cfa-society-of-madison-inc-391929703. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990EZ · revenue $105K · expenses $91K · assets $321K

EIN
39-1929703
Address
3049 BOSSHARD DR, FITCHBURG, WI 53711-5861
Website
WWW.CFASOCIETY.ORD/MADISON
NTEE code
T70
Exempt type
501(c)(6): business league or chamber of commerce (corporation)
Ruling date
October 1999 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

SEE SCHEDULE 0

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 25 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

25 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Chirag Gandhi TREASURER2024 1 $0 reported 1
Joshua Stirling PRESIDENT2022-2024 1 $0 reported 1
Chelsey Bishop VICE PRESIDENT2022-2024 1 $0 reported 1
Mark Prusha SECRETARY2017-2024 1 $0 reported 1
Phil Hannifan BOARD MEMBER2017-2024 1 $0 reported 1
Richard Baumgart BOARD MEMBER2023-2024 1 $0 reported 1
Bob Beggs BOARD MEMBER2022-2024 1 $0 reported 1
Michele Bernius BOARD MEMBER2020-2024 1 $0 reported 1
Hillary Holstein BOARD MEMBER2023-2024 1 $0 reported 1
Jason Mirr BOARD MEMBER2017-2024 1 $0 reported 1
Chris Reed BOARD MEMBER2017-2024 1 $0 reported 1
Charles Saunders BOARD MEMBER2024 1 $0 reported 1
Brenda Matthias (former) EXECUTIVE DIRECTOR2022-2023 1 $0 reported 1
Greg Edwards (former) PRESIDENT2019-2023 1 $0 reported 1
Jason Joanis (former) BOARD MEMBER2017-2022 1 $0 reported 1
Vai Oles (former) BOARD MEMBER2022 1 $0 reported 1
Robert Beggs (former) PRESIDENT2017-2021 1 $0 reported 1
Dan Krebsbach (former) TREASURER2018-2021 1 $0 reported 1
Todd Ecklund (former) BOARD MEMBER2021 1 $0 reported 1
Jason Pall (former) BOARD MEMBER2017-2021 1 $0 reported 1
Xuezheng Wu (former) BOARD MEMBER2017-2021 1 $0 reported 1
Brian Hellmer (former) BOARD MEMBER2017-2020 1 $0 reported 1
Mike Sanders (former) BOARD MEMBER2017-2019 1 $0 reported 1
Noel Goeddel (former) BOARD MEMBER2017-2018 1 $0 reported 1
Linda Yu (former) VICE PRESIDENT2017 1 $0 reported 1

People by year

2024 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHIRAG GANDHI TREASURER1 $0-$0 $01
JOSHUA STIRLING PRESIDENT1 $0-$0 $01
CHELSEY BISHOP VICE PRESIDENT1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
RICHARD BAUMGART BOARD MEMBER1 $0-$0 $01
BOB BEGGS BOARD MEMBER1 $0-$0 $01
MICHELE BERNIUS BOARD MEMBER1 $0-$0 $01
HILLARY HOLSTEIN BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
CHARLES SAUNDERS BOARD MEMBER1 $0-$0 $01
2023 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRENDA MATTHIAS EXECUTIVE DIRECTOR1 $0-$0 $01
GREG EDWARDS PRESIDENT1 $0-$0 $01
JOSHUA STIRLING VICE PRESIDENT1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
PHIL HANNIFAN TREASURER1 $0-$0 $01
RICHARD BAUMGART BOARD MEMBER1 $0-$0 $01
BOB BEGGS BOARD MEMBER1 $0-$0 $01
MICHELE BERNIUS BOARD MEMBER1 $0-$0 $01
CHELSEY BISHOP BOARD MEMBER1 $0-$0 $01
HILLARY HOLSTEIN BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
2022 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRENDA MATTHIAS EXECUTIVE DIRECTOR1 $0-$0 $01
GREG EDWARDS PRESIDENT1 $0-$0 $01
JOSHUA STIRLING VICE PRESIDENT1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
PHIL HANNIFAN TREASURER1 $0-$0 $01
BOB BEGGS BOARD MEMBER1 $0-$0 $01
MICHELE BERNIUS BOARD MEMBER1 $0-$0 $01
CHELSEY BISHOP BOARD MEMBER1 $0-$0 $01
JASON JOANIS BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
VAI OLES BOARD MEMBER1 $0-$0 $01
2021 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT BEGGS PRESIDENT1 $0-$0 $01
GREG EDWARDS VICE PRESIDENT1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
DAN KREBSBACH TREASURER1 $0-$0 $01
MICHELE BERNIUS BOARD MEMBER1 $0-$0 $01
TODD ECKLUND BOARD MEMBER1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
JASON JOANIS BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
JASON PALL BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
XUEZHENG WU BOARD MEMBER1 $0-$0 $01
2020 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON JOANIS PRESIDENT1 $0-$0 $01
ROBERT BEGGS VICE PRESIDENT1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
DAN KREBSBACH TREASURER1 $0-$0 $01
MICHELE BERNIUS BOARD MEMBER1 $0-$0 $01
GREG EDWARDS BOARD MEMBER1 $0-$0 $01
BRIAN HELLMER BOARD MEMBER1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
JASON PALL BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
XUEZHENG WU BOARD MEMBER1 $0-$0 $01
2019 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON JOANIS PRESIDENT1 $0-$0 $01
ROBERT BEGGS VICE PRESIDENT1 $0-$0 $01
GREG EDWARDS BOARD MEMBER1 $0-$0 $01
BRIAN HELLMER BOARD MEMBER1 $0-$0 $01
DAN KREBSBACH TREASURER1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
JASON PALL BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
MIKE SANDERS BOARD MEMBER1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
XUEZHENG WU BOARD MEMBER1 $0-$0 $01
2018 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN HELLMER PRESIDENT1 $0-$0 $01
JASON JOANIS VICE PRESIDENT1 $0-$0 $01
ROBERT BEGGS BOARD MEMBER1 $0-$0 $01
NOEL GOEDDEL BOARD MEMBER1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
DAN KREBSBACH TREASURER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
JASON PALL BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
MIKE SANDERS BOARD MEMBER1 $0-$0 $01
XUEZHENG WU BOARD MEMBER1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01
2017 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRIAN HELLMER PRESIDENT1 $0-$0 $01
LINDA YU VICE PRESIDENT1 $0-$0 $01
ROBERT BEGGS BOARD MEMBER1 $0-$0 $01
NOEL GOEDDEL BOARD MEMBER1 $0-$0 $01
PHIL HANNIFAN BOARD MEMBER1 $0-$0 $01
JASON JOANIS TREASURER1 $0-$0 $01
JASON MIRR BOARD MEMBER1 $0-$0 $01
JASON PALL BOARD MEMBER1 $0-$0 $01
CHRIS REED BOARD MEMBER1 $0-$0 $01
MIKE SANDERS BOARD MEMBER1 $0-$0 $01
XUEZHENG WU BOARD MEMBER1 $0-$0 $01
MARK PRUSHA SECRETARY1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990EZ period ending 2025-06-30 · view filing · original 990 ↗
$105,276$90,743 $321,313$316,053 $54,924$14,313 ---
2023 · Form 990EZ period ending 2024-06-30 · view filing · original 990 ↗
$96,412$78,364 $283,368$279,692 $59,463$4,990 ---
2022 · Form 990EZ period ending 2023-06-30 · view filing · original 990 ↗
$102,773$104,587 $257,569$237,662 $66,287$8,137 ---
2021 · Form 990EZ period ending 2022-06-30 · view filing · original 990 ↗
$90,904$72,172 $233,450$224,674 $49,522$8,827 ---
2020 · Form 990EZ period ending 2021-06-30 · view filing · original 990 ↗
$106,643$50,546 $246,370$241,013 $40,280$2,427 ---
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$118,875$66,782 $187,173$184,916 $44,683$40,725 ---
2018 · Form 990EZ period ending 2019-06-30 · view filing · original 990 ↗
$137,985$126,938 $151,281$132,823 $41,362$60,678 ---
2017 · Form 990EZ period ending 2018-06-30 · view filing · original 990 ↗
$119,527$107,173 $140,256$121,776 $22,330$61,888 ---

Funders of this organization

1 grantor reported grants to this organization, $464,721 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
CFA INSTITUTE Public charity Exact 2009-2024 16$464,721 2024$20,654
show

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Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNITED WAY OF TAYLOR COUNTY INCWIT70 $111,644$118,431 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
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WISCONSIN RAPIDS AREA SENIOR CENTER ASSOCIATION INCWIT70 $70,753$63,658 TRUSTEE$0 Same NTEE code T70, revenue within 2x, same state
WESTERN KIWANIS FOUNDATION OF KENOSHA INCWIT70 $153,061$75,387 Treasurer$0 Same NTEE code T70, revenue within 2x, same state
MARSHFIELD AREA CHAMBER FOUNDATION INCWIT70 $181,801$188,135 EXECUTIVE DIRECTOR$80,369 Same NTEE code T70, revenue within 2x, same state
UNITED WAY OF LANGLADE COUNTY INCORPORATEDWIT70 $160,987$199,711 Director$0 Same NTEE code T70, revenue within 2x, same state
FRIENDS OF POTAWATOMI STATE PARK INCWIT70 $54,767$51,772 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
CRUSADES INTERNATIONAL INCWIT70 $178,667$154,633 PRES$0 Same NTEE code T70, revenue within 2x, same state
HILLIARD FAMILY FOUNDATION INCWIT70 $179,385$103,709 BOARD TREASURER (THRU APR 2025)$157,819 Same NTEE code T70, revenue within 2x, same state
FOX CITIES FESTIVAL OF LIGHTS INCORPORATEDWIT70 $93,556$78,675 DIRECTOR$0 Same NTEE code T70, revenue within 2x, same state
SHAWANO AREA UNITED WAY INCWIT70 $78,606$65,726 EXECUTIVE DI$32,237 Same NTEE code T70, revenue within 2x, same state
UNITED WAY OF DODGE COUNTYWIT70 $201,720$150,505 EXECUTIVE DIRECTOR$18,375 Same NTEE code T70, revenue within 2x, same state
WISCONSIN SCOTTISH RITE FOUNDATION INCWIT70 $56,600$119,720 Treasurer$0 Same NTEE code T70, revenue within 2x, same state
MERRILL AREA UNITED WAY INCWIT70 $208,016$331,570 PRESIDENT$0 Same NTEE code T70, revenue within 2x, same state
HARTFORD HISTORIC PRESERVATION FOUNDATION INCWIT70 $151,433$174,822 DIRECTOR$0 Same NTEE code T70, revenue within 2x, same state
NORTHWOODS UNITED WAY INCWIT70 $115,323$124,377 EXECUTIVE DI$18,355 Same NTEE code T70, revenue within 2x, same state
JUSTICE ORGANIZATION SHARING HOPE U NITED FOR ACTIONWIT70 $125,590$142,892 ORGANIZER$46,450 Same NTEE code T70, revenue within 2x, same state
GRACIA BREMER CHARITABLE FOUNDATIONWIT70 $58,352$79,257 TRUSTEE$20,503 Same NTEE code T70, revenue within 2x, same state
CALEDONIA CONSERVANCY LTDWIT70 $140,610$92,172 Executive Director$39,984 Same NTEE code T70, revenue within 2x, same state
ELMA PRESISLER TRUST 26763OTWIT70 $77,593$46,723 TRUSTEE$12,200 Same NTEE code T70, revenue within 2x, same state
BLUEGRASS CHARITY FOUNDATION INCKYT70 $52,804$53,858 ADVISORY BOARD$0 Same NTEE code T70, revenue within 2x, similar mission
FRIENDS OF THE LIBRARY OF SANTA YNEZ VALLEY INCCAT70 $57,980$23,164 PRESIDENT$0 Same NTEE code T70, revenue within 2x, similar mission
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Who funds organizations like this

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GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,429,82230 102019–2025 UNITED WAY OF DODGE COUNTY; UNITED WAY OF GIBSON COUNTY INC; UNITED WAY OF DODGE CITY INC; UNITED WAY OF BOONE COUNTY IOWA INC and 6 more
INCOURAGE COMMUNITY FOUNDATION INC DAF sponsor$385,93112 12013–2024 WISCONSIN RAPIDS AREA SENIOR CENTER ASSOCIATION INC
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JEWISH FEDERATION FOUNDATION DAF sponsor$360,0007 12019–2024 JEWISH FEDERATION OF CAPE COD INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$328,78010 92016–2023 HEART OF GEORGIA UNITED WAY INC; UNITED WAY OF WASHINGTON COUNTY INC; UNITED WAY OF SCOTLAND COUNTY INC; UNITED WAY OF MONROE COUNTY INC and 5 more
THE COMMUNITY FOUNDATION OF LOUISVILLE INC DAF sponsor$327,41915 12009–2024 UNITED WAY OF THE COALFIELD INC
SCOTT COUNTY COMMUNITY FOUNDATION INC DAF sponsor$295,71616 12009–2024 UNITED WAY OF SCOTT COUNTY INDIANA INC
COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC DAF sponsor$287,0037 12020–2024 THE UNITED WAY OF GENTRY INC
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DONOR ADVISED CHARITABLE GIVING DAF sponsor$274,87723 82016–2024 JEWISH FEDERATION OF CAPE COD INC; METAMORA GRADE SCHOOL FOUNDATION FOR EDUCATIONAL EXCELLENCE; CRUSADES INTERNATIONAL INC; SOJOURNER CHARITABLE FUND INC and 4 more
CHARITIES AID FOUNDATION AMERICA DAF sponsor$244,69822 82019–2024 UNITED WAY OF DODGE CITY INC; HEART OF GEORGIA UNITED WAY INC; NORTHWOODS UNITED WAY INC; THE UNITED WAY OF SCHUYLER COUNTY INC and 4 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$168,7509 42020–2024 UNITED WAY OF LANGLADE COUNTY INCORPORATED; HASTINGS EDUCATION FOUNDATION INC; UNITED WAY OF SCOTT COUNTY INDIANA INC; SOJOURNER CHARITABLE FUND INC
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UNITED WAY OF NEW YORK CITY DAF sponsor$161,1083 12012–2014 UNITED WAY OF MILFORD INC
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The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990EZ · $90,743 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $88,110 97.1%
Fees to independent contractors $2,633 2.9%
Total$90,743100%

View the filing

2023 · Form 990EZ · $78,364 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $72,697 92.8%
Fees to independent contractors $5,667 7.2%
Total$78,364100%

View the filing

2022 · Form 990EZ · $104,587 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $99,340 95.0%
Fees to independent contractors $5,247 5.0%
Total$104,587100%

View the filing

2021 · Form 990EZ · $72,172 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $67,207 93.1%
Fees to independent contractors $4,965 6.9%
Total$72,172100%

View the filing

2020 · Form 990EZ · $50,546 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $50,546 100.0%
Total$50,546100%

View the filing

2019 · Form 990EZ · $66,782 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $66,782 100.0%
Total$66,782100%

View the filing

2018 · Form 990EZ · $126,938 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $126,938 100.0%
Total$126,938100%

View the filing

2017 · Form 990EZ · $107,173 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $107,173 100.0%
Total$107,173100%

View the filing

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