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Cfa Society Of Milwaukee Inc

501C Nonprofit Organization Information

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  • Assets: $100,000 +
  • Income: $100,000 +
  • Form 990 Revenue: $100,000 +
  • Organization Name & Address

    Cfa Society Of Milwaukee Inc
    14845 San Marcos Dr
    Brookfield, WI
    53005-3622

  • Contact Info Executive Officer Name and Phone Number

    Available with membership or
    data download

  • Activity & Mission Description

    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 Relateions 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.

  • Employer Identification Number (EIN) / Tax ID Nine digit number assigned by the IRS to identify a company

    23-7072850

  • Form 990 - PDF files What is this? A form 990 is an information return filed with the IRS that shows extensive details on a nonprofit organization's income, assets, expenses, executives, directors, salaries, compensation, investments, and more
    form 990 instructions

    Available with membership or
    data download

  • Asset Amount

    $100,000 + View more asset details with membership or
    data download

  • Income Amount

    $100,000 + View more income details with membership or
    data download

  • Form 990 Revenue Amount

    $100,000 + View more revenue details with membership or
    data download

  • Contributions Received

    View contribution details with membership or
    data download

  • Expenses

    View expense details with membership or
    data download

  • Liabilities

    View liabilities details with membership or
    data download

  • Investment Income

    View investment income details with membership or
    data download

  • In Care Of Name The officer, director, etc. to whose attention any correspondence should be directed

    Ck Accounting & Tax Llc

  • Classification(s) Categories under which an organization may be tax exempt

    501(C)(6)

    • Business League

  • Filing Requirement The primary return(s) the organization is required to file
    form 990 return  form 990 instructions
    Form 990 - (all other) or 990EZ return
  • Taxonomy Classifies an exempt Internal Revenue Code 501 (c)(3) organization

    n/r

  • Secondary Name Another name under which this nonprofit organization does business. Also used for trade names, chapter names, or local numbers for subordinate organizations of group rulings

  • Affiliation Defines the organizational grouping

    This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).

  • Deductibility Status

    Contributions are not deductible

  • Principal Activities
    • Professional association
    • Other school related activities
  • Foundation Type

    All organizations except 501(c)(3)

  • Tax Period The date of the latest return filed

    06/2024

Get the Report

Download all available information for this organization plus form 990 pdf files to your computer, laptop, and phone.