NonprofitsCfa Society Of Milwaukee Inc

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

Contributions & grants$59K
Program service revenue$13K
Investment income$24K
Other revenue
Total revenue$179K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$72K
Total expenses$103K
Total assets$484K
Net assets$482K

People

12 listed

NameRoleCompensation

ALICE AMBROWIAK

PRESIDENT

Board

1 hrs/wk

AARON BENSON

VICE PRESIDENT

Board

1 hrs/wk

COLLEEN COSTELLO

VICE PRESIDENT - PROGRAMMING

Board

1 hrs/wk

KELSEY ELLSWORTH

TREASURER/SECRETARY

Board

1 hrs/wk

JACOB BRAUND

BOARD MEMBER

Board

1 hrs/wk

DEREK DE GROOT

BOARD MEMBER

Board

1 hrs/wk

TONY DESROCHERS

BOARD MEMBER

Board

1 hrs/wk

RYAN HAMILTON

BOARD MEMBER

Board

1 hrs/wk

JON HENSHUE

BOARD MEMBER

Board

1 hrs/wk

KRISTIN HOLZHAUER

BOARD MEMBER

Board

1 hrs/wk

RYAN KEANE

BOARD MEMBER

Board

1 hrs/wk

NICK KUMMER

BOARD MEMBER

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$50K
GEN SUPPORT
2023
$47K
GEN SUPPORT
2022
$65K
GEN SUPPORT
2021
$61K
GEN SUPPORT
2020
$63K
GEN SUPPORT
2019

Funded by

$287K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$287K · 5 grants · 2019–2023

Details

EIN237072850
Subsection06
Ruling date1970-10
CFA SOCIETY OF MILWAUKEE INC — Mission, Financials & Grants Received | Grantivo