Cfa Society Of Milwaukee Inc
WAUNAKEE, WI
Total revenue
$179K
Total expenses
$103K
Net assets
$482K
Grants received
$287K
5 grants
EIN
237072850
Tax year
2024
Mission
Cfa society of milwaukee 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.
Financials
FY 2024
Revenue
Expenses
People
12 listed
ALICE AMBROWIAK
PRESIDENT
—
1 hrs/wk
AARON BENSON
VICE PRESIDENT
—
1 hrs/wk
COLLEEN COSTELLO
VICE PRESIDENT - PROGRAMMING
—
1 hrs/wk
KELSEY ELLSWORTH
TREASURER/SECRETARY
—
1 hrs/wk
JACOB BRAUND
BOARD MEMBER
—
1 hrs/wk
DEREK DE GROOT
BOARD MEMBER
—
1 hrs/wk
TONY DESROCHERS
BOARD MEMBER
—
1 hrs/wk
RYAN HAMILTON
BOARD MEMBER
—
1 hrs/wk
JON HENSHUE
BOARD MEMBER
—
1 hrs/wk
KRISTIN HOLZHAUER
BOARD MEMBER
—
1 hrs/wk
RYAN KEANE
BOARD MEMBER
—
1 hrs/wk
NICK KUMMER
BOARD MEMBER
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$287K from 1 funder · 5 grants · 2019–2023
$287K · 5 grants · 2019–2023