Nonprofit · EIN 47-0667513
CFA SOCIETY OF NEBRASKA INC
Tax-exempt · LINCOLN, NE 68501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $114,238 | $109,643 | $4,595 | $149,106 | $0 | $149,106 |
| June 30, 2024 | 990-EZ | $112,547 | $104,782 | $7,765 | $144,511 | $0 | $144,511 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,020
- Membership dues
- $30,092
- Program service revenue
- $57
- Investment income
- $6,489
- Other revenue
- $43,580
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $34,764
- Occupancy
- $192
- Printing, publications and postage
- $418
- Other expenses
- $74,269
Balance sheet and other
- Total assets, start of year
- $144,511
- Total assets, end of year
- $149,106
- Total liabilities, end of year
- $0
- Net assets, end of year
- $149,106
- Cash, savings and investments
- $149,106
- Gross receipts
- $114,238
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 |
|---|---|---|---|
| Reem Rawashdeh | President | 2 | $0 |
| Lee R Martin | Vice President | 1 | $0 |
| Sarah F Murray | Secretary | 0.75 | $0 |
| Jessie Goodwin | Treasurer | 0.5 | $0 |
| Susan Horst | Director | 0.25 | $0 |
| Randy D Jorgensen | Director | 0.25 | $0 |
| Casey Kerr | Director | 0.25 | $0 |
| Amanda S Wilson | Director | 0.25 | $0 |
| Nicholas J Nevole | Past President | 0.25 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Clinton T Rushing | Past President | 0.25 | $0 |
| Nicholas J Nevole | President | 2 | $0 |
| Reem Rawashdeh | Vice President | 1 | $0 |
| Lee R Martin | Secretary | 0.75 | $0 |
| Jessie Goodwin | Director | 0.25 | $0 |
| Randy D Jorgensen | Director | 0.25 | $0 |
| Casey Kerr | Director | 0.25 | $0 |
| Sarah F Murray | Treasurer | 0.5 | $0 |
| Susan Horst | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 80685, LINCOLN, NE 68501-0685
- Signed the 990-EZ
- Casey Kerr, Treasurer
- Phone
- (402) 796-2505
- Website
- www.cfanebraska.org
Mission
To formulate and promote high standards of professional ethics in the practice of financial analysis; to educate and inform financial analysts as to techniques and standards; to hold conferences to disseminate information; and to engage in other activities proper for educational purposes.
Program accomplishments
- CFA Society of Nebraska was formed to promote high ethical standards in the field of financial analysis, disseminate information of mutual interest, promote a program of mutual education in the field of financial analysis, and maintain an ongoing relationship with other organizations directly or indirectly involved in financial analysis. We organized or supported fourteen meetings/conferences/events during the year, to provide education to our approximately 330 members and others in the field.
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
- 47-0667513
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $149,106
- Income (IRS master file)
- $114,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $114,238 | $109,643 | $149,106 | XML |
| 990-EZ | June 2024 | $112,547 | $104,782 | $144,511 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | 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 47-0667513).
Questions about CFA SOCIETY OF NEBRASKA INC
- What is the EIN of CFA SOCIETY OF NEBRASKA INC?
- The employer identification number (EIN) of CFA SOCIETY OF NEBRASKA INC is 47-0667513.
- Is CFA SOCIETY OF NEBRASKA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2010.
- Are donations to CFA SOCIETY OF NEBRASKA INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF NEBRASKA 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 NEBRASKA 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 NEBRASKA 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 NEBRASKA INC?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF NEBRASKA INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $114,238, expenses of $109,643 and total assets of $149,106 at year end.
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All nonprofits in LINCOLN · Nebraska · Community improvement and capacity building