NonprofitsIndianapolis Society Of Financial Analysts Inc

Indianapolis Society Of Financial Analysts Inc

CARMEL, IN

Total revenue

$325K

Total expenses

$311K

Net assets

$265K

Grants received

$235K

5 grants

EIN

237119206

Tax year

2024

Mission

We are a membership organization that brings together the Indianapolis investment community to grow their investment knowledge build stronger networks and enjoy events with compelling speakers from our community.

Programs

2 programs

At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. their

Expenses: $44K

Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $14,000 to La Plaza an organization focused on the Indianapolis Latino community; the donation is for their financial literacy program.

Expenses: $33K

Financials

FY 2024

Revenue

Contributions & grants$97K
Program service revenue$226K
Investment income$2K
Other revenue
Total revenue$325K

Expenses

Grants paid$14K
Salaries & benefits
Fundraising
Other expenses$297K
Total expenses$311K
Total assets$265K
Net assets$265K

People

21 listed

NameRoleCompensation

Thomas Kaiser

President

Board

6 hrs/wk

Andrew Renz

Vice-President

Board

1 hrs/wk

David Goldberg

Treasurer

Board

2 hrs/wk

Erin Sikorski

Secretary

Board

1 hrs/wk

Adam Shaffer

Board Member

Board

1 hrs/wk

Craig Maschmeyer

Board Member

Board

1 hrs/wk

Chris Reckley

Board Member

Board

1 hrs/wk

David Brennan

Board Member

Board

1 hrs/wk

Elijah Hudson

Board Member

Board

1 hrs/wk

Erin Archer

Board Member

Board

1 hrs/wk

Fergus Washington-Smith

Board Member

Board

1 hrs/wk

Jared Luegers

Board Member

Board

1 hrs/wk

Jeron Peoples

Board Member

Board

1 hrs/wk

Jonathan Kopp

Board Member

Board

1 hrs/wk

Luke Zhang

Board Member

Board

1 hrs/wk

Sam Oliphant

Board Member

Board

1 hrs/wk

Scott Freeman

Board Member

Board

1 hrs/wk

Nida Ansari

Board Member

Board

1 hrs/wk

Owen Riley

Board Member

Board

1 hrs/wk

Scott Ryan

Board Member

Board

1 hrs/wk

Thomas Lyons

Board Member

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$39K
GEN SUPPORT
2023
$42K
GEN SUPPORT
2022
$47K
GEN SUPPORT
2021
$48K
GEN SUPPORT
2020
$59K
GEN SUPPORT
2019

Funded by

$235K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$235K · 5 grants · 2019–2023

Details

EIN237119206
Subsection06
Ruling date1971-09
Formed1971
Employees0
Volunteers30
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC — Mission, Financials & Grants Received | Grantivo