2026-06-08T16:37:36-07:00 2025-06-30 990EZ 2024-07-01 621181717 CFA SOCIETY OF NASHVILLE CFAS 8656077185 1718 Church St 330352 Nashville TN 37203 Samuel Carden Treasurer 6155151740 2026-06-08 1 2024 2025-03-06 01:10:19Z X X www.cfanashville.org X X 198903 X 43201 111375 39729 4598 0 0 0 0 0 0 0 0 0 0 0 198903 0 167505 0 54135 0 0 0 221640 -22737 163582 -101 140744 163582 140744 0 0 0 0 163582 140744 0 0 163582 140744 To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee. Annual Forecast Dinner is a yearly event featuring speakers who provide their views and perspectives the upcoming year in financial markets. Benefits entire membership base. Virtual and in-person events featuring speakers discussing various subjects of interest to the society's members, providing networking opportunities and continuing education. Research Challenge is a yearly event hosting student teams from regional colleges who present investment recommendations to a panel of judges. A winning team is selected to present in a national competition sponsored by the CFA Institute. 0 Ann Taylor Knotts Director, Ex-Officio 0 0 0 0 Austin Branstetter President 15 0 0 0 Grace Bennett Vice President 10 0 0 0 Benjamin Flox Director 0 0 0 0 David Harkins Director 0 0 0 0 Samuel Carden Treasurer 15 0 0 0 Michell Bosch Secretary 5 0 0 0 Beth Johnson Director 0 0 0 0 Russ Barnard Director 0 0 0 0 Ralph Birchmeier Director 0 0 0 0 Scott Krauthammer Director 0 0 0 0 Nathan Grant Director 0 0 0 0 Sahar Ahmad Director 0 0 0 0 Mauricio Cortes Resendiz Director 0 0 0 0 Bhavna Khurana Director 0 0 0 0 0 0 0 0 0 0 0 0 0 TN Samuel Carden 1718 Church St 330352 Nashville TN 37203 8656077185 0 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 20 The CFA Society of Nashville paid $101 in expenses that were incurred during FY25 but were not billed until following the close of our fiscal year end. We had some turnover with the board and training of staff members that resulted in a late filing. The CFA Society of Nashville has a history of timely filing and we expect this to be a one-time issue.