2024-10-29T14:20:39-05:00 2024-06-30 721396621 CARR RIGGS & INGRAM LLC 400 W PKWY PL SUITE 300 RIDGELAND MS 39157 990EZ 2023-07-01 640716591 CFA SOCIETY OF MISSISSIPPI CFAS 6016074282 1200 EASTOVER DRIVE 300 JACKSON MS 39211 TONY EDWARDS TREASURER 6016074282 2024-10-28 1 0 REBECCA DANSEREAU P00695156 6018537050 2024-10-28 2023 2024-10-15 13:58:12Z X X HTTPS://WWW.CFASOCIETY.ORG/MISSISSIPPI/ X X 116429 X 20000 6027 1314 89088 66625 22463 49804 695 27681 28376 21428 259966 16815 298209 259966 298209 259966 298209 0 0 259966 298209 X TO ADVANCE THE INVESTMENT AND FINANCIAL COMMUNITIES THROUGH EDUCATION, PROFESSIONALISM, AND ETHICS IN OUR REGION. CONTINUING EDUCATION PROGRAMS FOR MEMBERS AND OTHER PROFESSIONALS DURING THE FISCAL YEAR 0 6943 STUDENT AWARDS AND CFA CHARTER RECOGNITION CEREMONY 0 2750 CFA ETHICS CHALLENGE 0 7456 17149 PAULA NIELSEN PRESIDENT 2.00 0 0 0 TONY EDWARDS TREASURER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 TONY EDWARDS 1200 EASTOVER DRIVE SUITE 300 JACKSON MS 39211 6016074282 0 0 0 0 0 0 0 FORECAST DINNER 80388 80388 41562 16959 80388 80388 41562 16959 58521 21867 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,314. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BOARD MEETINGS. AMOUNT: 1,904. DESCRIPTION: CONTRIBUTION TO MS COUNCIL ON ECONOMIC EDUCATION. AMOUNT: 1,000. DESCRIPTION: ADMINISTRATIVE ASSISTANT. AMOUNT: 11,096. DESCRIPTION: ADVERTISEMENT. AMOUNT: 1,100. DESCRIPTION: CHAPTER LUNCHES. AMOUNT: 6,943. DESCRIPTION: CONSTANT CONTACT. AMOUNT: 668. DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 3,821. DESCRIPTION: CFA RESEARCH CHALLENGE. AMOUNT: 1,000. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 149. TOTAL TO FORM 990-EZ, LINE 16: 27,681. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES - INVESTMENT ACCOUNT. AMOUNT: 16,815. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.