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
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.
Financials
FY 2024
Revenue
Expenses
People
21 listed
Thomas Kaiser
President
—
6 hrs/wk
Andrew Renz
Vice-President
—
1 hrs/wk
David Goldberg
Treasurer
—
2 hrs/wk
Erin Sikorski
Secretary
—
1 hrs/wk
Adam Shaffer
Board Member
—
1 hrs/wk
Craig Maschmeyer
Board Member
—
1 hrs/wk
Chris Reckley
Board Member
—
1 hrs/wk
David Brennan
Board Member
—
1 hrs/wk
Elijah Hudson
Board Member
—
1 hrs/wk
Erin Archer
Board Member
—
1 hrs/wk
Fergus Washington-Smith
Board Member
—
1 hrs/wk
Jared Luegers
Board Member
—
1 hrs/wk
Jeron Peoples
Board Member
—
1 hrs/wk
Jonathan Kopp
Board Member
—
1 hrs/wk
Luke Zhang
Board Member
—
1 hrs/wk
Sam Oliphant
Board Member
—
1 hrs/wk
Scott Freeman
Board Member
—
1 hrs/wk
Nida Ansari
Board Member
—
1 hrs/wk
Owen Riley
Board Member
—
1 hrs/wk
Scott Ryan
Board Member
—
1 hrs/wk
Thomas Lyons
Board Member
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$235K from 1 funder · 5 grants · 2019–2023
$235K · 5 grants · 2019–2023