Program areas at CFA Society of Indianapolis
The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members and sponsors. The Forum had 22 speakers representing government employees investment managers and other organisational leaders.
Over the last few years the society has hosted an annual charity golf outing. The event proceeds benefit local organizations that focus on financial literacy. We focus on valuing financial education and do our part to help the future. We raised $8,000 for the 100 Black Men of Indianapolis and their Dollars and $ense financial literacy program.
At the beginning of every year the society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. In January 2023 200 guests attended the event at Banker's Life Fieldhouse where a local award-winning investor and a famous hedge fund manager spoke. Guests heard about their thoughts on risk management and the potential investment opportunities in the year ahead. After the speakers guests were able to network and learn from each other.
Grants made by CFA Society of Indianapolis
Who funds CFA Society of Indianapolis
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| CFA Institute | 2022-08 | Gen Support | $46,849 |
Personnel at CFA Society of Indianapolis
| Name | Title | Compensation | Date of data |
|---|
| Ashley Merder | Executive Director | $40,590 | 2022-06-30 |
| Thomas Kaiser | Treasurer | $0 | 2022-11-11 |
| Daniel Moudy | Past Treasurer / Board | $0 | 2022-06-30 |
| Jared Luegers | Vice President / Treasurer | $0 | 2022-06-30 |
Financials for CFA Society of Indianapolis
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $87,367 | $76,244 | 14.6% |
| Program services | $153,957 | $85,203 | 80.7% |
| Membership dues | $44,828 | $30,033 | 49.3% |
| Investment income and dividends | $1,337 | $628 | 112.9% |
| Net gain from sale of non-inventory assets | $0 | $0 | - |
| Net income from gaming activities and fundraising events, combined | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $5,750 | -100% |
| Total revenues | $242,661 | $167,825 | 44.6% |
Organizations like CFA Society of Indianapolis
| Organization | Type | Location | Revenue |
|---|
| Public Accountants Society of Colorado | 501(c)(6) | Colorado Springs, CO | $73,354 |
| North Carolina Government Finance Officers Association | 501(c)(6) | Raleigh, NC | $381,391 |
| Professional Fiduciary Council of Florida | 501(c)(6) | St Petersburg, FL | $98,354 |
| Bar Association of the District of Columbia | 501(c)(6) | Washington, DC | $80,374 |
| Aaf Metro Phoenix | 501(c)(6) | Scottsdale, AZ | $173,081 |
| Masonry Institute of Tennessee | 501(c)(6) | Chattanooga, TN | $85,151 |
| American Society of Plumbing Engineers New York City Chapter | 501(c)(6) | New York, NY | $102,555 |
| Medical Societies of the Counties O Oneida | 501(c)(6) | New Hartford, NY | $73,703 |
| North Dakota Funeral Directors Association | 501(c)(6) | Valley City, ND | $99,076 |
| Metro Milwaukee SHRM | 501(c)(6) | Germantown, WI | $171,494 |
Data update history
July 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 6, 2023
Updated personnel
Identified 8 new personnel
June 30, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 4, 2023
Updated personnel
Identified 2 new personnel
June 1, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
- Address
- PO Box 1225
- Carmel, IN 46032
- Metro area
- Indianapolis-Carmel-Anderson, IN
- County
- Hamilton County, IN
- Website URL
- cfasociety.org/indianapolis/pages/default.aspx
- Phone
- (630) 217-3359
IRS details
- EIN
- 23-7119206
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1971
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- S41: Promotion of Business
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Independent
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