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.
Should I give to this charity?
This record may have an IRS status problem. Do not give until you verify it.
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
IRS warning checkThere may be a problem with its nonprofit status. Check before giving.
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.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
How each $100 of revenue was used
The large number compares each expense with revenue. The smaller number shows its share of total expenses.
Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.
Has the pattern changed?
Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.
Money in and money out
Reported spending amounts
Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (12)
AARON BENSONVICE PRESIDENT
ALICE AMBROWIAKPRESIDENT
COLLEEN COSTELLOVICE PRESIDENT - PROGRAMMING
DEREK DE GROOTBOARD MEMBER
JACOB BRAUNDBOARD MEMBER
JON HENSHUEBOARD MEMBER
KELSEY ELLSWORTHTREASURER/SECRETARY
KRISTIN HOLZHAUERBOARD MEMBER
NICK KUMMERBOARD MEMBER
RYAN HAMILTONBOARD MEMBER
RYAN KEANEBOARD MEMBER
TONY DESROCHERSBOARD MEMBER
About this charity
- Recognized since
- January 1970
- Location
- 1702 ASHLAWN LN, WAUNAKEE, WI 53597-2333
- County
- Dane
- In care of
- % CK ACCOUNTING & TAX LLC
- Primary officer
- KELSEY ELLSWORTH, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- Tax preparer
- SORREN INC
- NTEE classification
- Education (B)
- IRS tax category
- Education
- Revocation date
- November 15, 2010