Nonprofit · EIN 39-1929703
CFA SOCIETY OF MADISON INC
Tax-exempt · FITCHBURG, WI 53711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $105,276 | $90,743 | $14,533 | $321,313 | $5,260 | $316,053 |
| June 30, 2024 | 990-EZ | $96,412 | $78,364 | $18,048 | $283,368 | $3,676 | $279,692 |
| June 30, 2023 | 990-EZ | $102,773 | $104,587 | -$1,814 | $257,569 | $19,907 | $237,662 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $54,924
- Membership dues
- $28,246
- Program service revenue
- $14,313
- Investment income
- $7,793
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,633
- Other expenses
- $88,110
Balance sheet and other
- Total assets, start of year
- $283,368
- Total assets, end of year
- $321,313
- Total liabilities, end of year
- $5,260
- Net assets, end of year
- $316,053
- Cash, savings and investments
- $7,839
- Gross receipts
- $105,276
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHIRAG GANDHI | TREASURER | 1 | $0 |
| JOSHUA STIRLING | PRESIDENT | 1 | $0 |
| CHELSEY BISHOP | VICE PRESIDENT | 1 | $0 |
| MARK PRUSHA | SECRETARY | 1 | $0 |
| PHIL HANNIFAN | BOARD MEMBER | 1 | $0 |
| RICHARD BAUMGART | BOARD MEMBER | 1 | $0 |
| BOB BEGGS | BOARD MEMBER | 1 | $0 |
| MICHELE BERNIUS | BOARD MEMBER | 1 | $0 |
| HILLARY HOLSTEIN | BOARD MEMBER | 1 | $0 |
| JASON MIRR | BOARD MEMBER | 1 | $0 |
| CHRIS REED | BOARD MEMBER | 1 | $0 |
| CHARLES SAUNDERS | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA MATTHIAS | EXECUTIVE DIRECTOR | 1 | $0 |
| GREG EDWARDS | PRESIDENT | 1 | $0 |
| JOSHUA STIRLING | VICE PRESIDENT | 1 | $0 |
| MARK PRUSHA | SECRETARY | 1 | $0 |
| PHIL HANNIFAN | TREASURER | 1 | $0 |
| RICHARD BAUMGART | BOARD MEMBER | 1 | $0 |
| BOB BEGGS | BOARD MEMBER | 1 | $0 |
| MICHELE BERNIUS | BOARD MEMBER | 1 | $0 |
| CHELSEY BISHOP | BOARD MEMBER | 1 | $0 |
| HILLARY HOLSTEIN | BOARD MEMBER | 1 | $0 |
| JASON MIRR | BOARD MEMBER | 1 | $0 |
| CHRIS REED | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA MATTHIAS | EXECUTIVE DIRECTOR | 1 | $0 |
| GREG EDWARDS | PRESIDENT | 1 | $0 |
| JOSHUA STIRLING | VICE PRESIDENT | 1 | $0 |
| MARK PRUSHA | SECRETARY | 1 | $0 |
| PHIL HANNIFAN | TREASURER | 1 | $0 |
| BOB BEGGS | BOARD MEMBER | 1 | $0 |
| MICHELE BERNIUS | BOARD MEMBER | 1 | $0 |
| CHELSEY BISHOP | BOARD MEMBER | 1 | $0 |
| JASON JOANIS | BOARD MEMBER | 1 | $0 |
| JASON MIRR | BOARD MEMBER | 1 | $0 |
| CHRIS REED | BOARD MEMBER | 1 | $0 |
| VAI OLES | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3049 BOSSHARD DR, FITCHBURG, WI 53711-5861
- In care of
- % PHIL HANNIFAN
- Signed the 990-EZ
- PHIL HANNIFAN, BOARD MEMBER
- Phone
- (608) 213-5898
- Website
- WWW.CFASOCIETY.ORD/MADISON
- Return prepared by
- Mason Tax and Financial Inc
Mission
SEE SCHEDULE 0
Program accomplishments
- HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS
- CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGES
- PRESENTED SCHOLARSHIPS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-1929703
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $321,313
- Income (IRS master file)
- $105,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $105,276 | $90,743 | $321,313 | XML |
| 990-EZ | June 2024 | $96,412 | $78,364 | $283,368 | XML |
| 990-EZ | June 2023 | $102,773 | $104,587 | $257,569 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1929703).
Questions about CFA SOCIETY OF MADISON INC
- What is the EIN of CFA SOCIETY OF MADISON INC?
- The employer identification number (EIN) of CFA SOCIETY OF MADISON INC is 39-1929703.
- Is CFA SOCIETY OF MADISON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1999.
- Are donations to CFA SOCIETY OF MADISON INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF MADISON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF MADISON INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF MADISON INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETY OF MADISON INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF MADISON INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $105,276, expenses of $90,743 and total assets of $321,313 at year end.
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