CFA SOCIETY OF MILWAUKEE INC
EIN 23-7072850 · Education (B)
What they do
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 RELATIONS 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.
IRS status warning
This public record may include an IRS revocation issue. Confirm the organization’s current status before giving money or time.
Should I give to this charity?
Of every $100 spent, about $60.00 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders12 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A quick look at the charity’s latest reported finances. The available records are too limited for us to sell a complete report.
How reported expenses were divided
This free view shows the broad spending mix. Exact dollar amounts and revenue comparisons are included in the complete report.
Mission work is the Form 990 category called program services. These are the organization’s reported accounting categories, not an independent measure of results.
About this charity
- Recognized since
- January 1970
- Location
- 1702 ASHLAWN LN, WAUNAKEE, WI 53597-2333
- County
- Dane
- In care of
- % CK ACCOUNTING & TAX LLC