Totals
- Total revenue
- $532,347
- Total expenses
- $511,916
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $501,315
- Investment income
- $13,013
- Other revenue
- $18,019
- Total assets, end of year
- $621,500
- Total liabilities, end of year
- $230,624
- Net assets or fund balances, end of year
- $390,876
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $189,075 · related or exempt $189,075
-
2b · Program service revenue: REGISTRATION AND EVENT
total $177,479 · related or exempt $177,479
-
2c · Program service revenue: CFA INSTITUTE SUPPORT
total $90,921 · related or exempt $90,921
-
2d · Program service revenue: SPONSORSHIPS
total $43,840 · related or exempt $43,840
-
3 · Investment income
total $13,013 · excluded $13,013
-
5 · Royalties
total $17,064 · excluded $17,064
-
11a · Other revenue: MISCELLANEOUS INCOME
total $955 · excluded $955
-
11e · Other revenue, total
$955
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $89,073
-
7 · Other salaries and wages
total $127,001
-
8 · Pension plan contributions
total $4,348
-
10 · Payroll taxes
total $17,162
-
11c · Fees: accounting
total $17,853
-
11g · Fees: other
total $5,790
-
12 · Advertising and promotion
total $124
-
13 · Office expenses
total $12,476
-
14 · Information technology
total $27,499
-
16 · Occupancy
total $40,773
-
17 · Travel
total $11,339
-
19 · Conferences, conventions and meetings
total $6,840
-
23 · Insurance
total $1,569
-
24a · Other expenses: ANNUAL DINNER EXPENSE
total $84,696
-
24b · Other expenses: OTHER EVENTS
total $33,376
-
24c · Other expenses: EDUCATION EXPENSE
total $12,615
-
24d · Other expenses: MISCELLANEOUS
total $10,397
-
24e · All other expenses
total $8,985
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,675 · end of year $9,988
-
2 · Savings and temporary cash investments
beginning of year $543,118 · end of year $533,227
-
4 · Accounts receivable
beginning of year $15,844 · end of year $35,074
-
9 · Prepaid expenses and deferred charges
beginning of year $21,657 · end of year $37,111
-
15 · Other assets
beginning of year $6,100 · end of year $6,100
-
17 · Accounts payable and accrued expenses
beginning of year $35,006 · end of year $48,120
-
19 · Deferred revenue
beginning of year $191,943 · end of year $182,504
-
27 · Net assets without donor restrictions
beginning of year $370,445 · end of year $390,876
Mission and programs · 2024
Mission
TO ADVANCE PROFESSIONAL EXCELLENCE WHILE PROMOTING ETHICAL BEHAVIOR AND FELLOWSHIP THROUGH DEVELOPMENT AND ENGAGEMENT OPPORTUNITIES FOR OUR MEMBERS.
-
ANNUAL DINNER - THE CFAMN ANNUAL DINNER IS OUR LARGEST PUBLIC AWARENESS EVENT, DESIGNED TO RAISE THE LEVEL OF AWARENESS OF OUR MEMBERS IN THE BROADER COMMUNITY AS WELL AS BRING TOGETHER AS LARGE A GROUP OF MEMBERS AS POSSIBLE TO CONTINUE WORKING TOWARD DEVELOPMENT OF "COMMUNITY." A VERITABLE "WHO'S WHO" OF THE LOCAL INVESTMENT COMMUNITY - CLIENTS, SPOUSES AND EMPLOYERS AS WELL AS THE GENERAL MEMBERSHIP - IS INVITED AND ENCOURAGED TO ATTEND. THE ANNUAL DINNER WAS HELD IN FEBRUARY 2025 WITH 400 ATTENDEES.
-
NEW CFA CHARTERHOLDER RECOGNITION - THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION IS A GLOBALLY RECOGNIZED STANDARD FOR MEASURING THE COMPETENCE AND INTEGRITY OF INVESTMENT PROFESSIONALS. THE THREE LEVELS OF EXAMINATION VERIFY A CANDIDATE'S ABILITY TO APPLY THESE PRINCIPLES ACROSS ALL AREAS OF THE INVESTMENT DECISION-MAKING PROCESS. THE PROGRAM'S PROFESSIONAL CONDUCT REQUIREMENTS DEMAND THAT BOTH CFA CANDIDATES AND CHARTERHOLDERS ADHERE TO THE HIGHEST STANDARDS OF ETHICAL RESPONSIBILITY. IN FY2025 WE HELD 1 DINNER WITH MORE THAN 60 ATTENDEES.
-
PROFESSIONAL LEARNING - PROFESSIONAL LEARNING EVENTS ARE HELD THROUGHOUT OUR ACTIVE MONTHS (SEPTEMBER THROUGH JUNE). PROGRAMS TYPICALLY ARE OFFERED IN AN EVENING FORMAT AND PROVIDE UPDATES ON CURRENT INDUSTRY TOPICS AND BEST PRACTICES. MEETINGS ARE OPEN TO MEMBERS, OTHER INDUSTRY PROFESSIONALS AND STUDENTS. SPEAKERS ARE REPRESENTATIVES FROM THE FINANCIAL SERVICES INDUSTRY, BOTH LOCAL AND NATIONAL PERSPECTIVES. IN FY2025 (SEP 2024-AUG 2025), WE OFFERED MORE THAN 25 IN PERSON AND VIRTUAL EVENTS, ATTENDED BY MORE THAN 1400 PEOPLE.
As filed on the 2024 return.
Listed in Part VII
-
Shannon SchaafSHANNON SCHAAF
EXECUTIVE DIRECTOR
- Total calculated
- $125,073
- From this org
- $123,008
- From related orgs
- $0
- Other
- $2,065
- Hours/week
- 40
-
Rob BrittonROB BRITTON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Zachary WanzekZACHARY WANZEK
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Cory MarklingCORY MARKLING
TREASURER
- Total calculated
- $0
- Hours/week
- 10
-
Melissa GilbertsonMELISSA GILBERTSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Kathryn LyonsKATHRYN LYONS
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Chris BeckerCHRIS BECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
David BrandmireDAVID BRANDMIRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kc ConnorsKC CONNORS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Katy FarleyKATY FARLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Curt LachappelleCURT LACHAPPELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jonathan LevyJONATHAN LEVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
MacKenzie MerrillMACKENZIE MERRILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
David SleghDAVID SLEGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Phil SternPHIL STERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202641879349300824
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