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INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC

CARMEL, INEIN: 23-7119206Website

Data sourced from IRS 990 public filings

INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC We are a membership organization that brings together the Indianapolis investment community to grow their investment knowledge build stronger networks and enjoy events with compelling speakers from our community.

Local (City/County Level)
Education & Awareness
General Population
Community & Economic Development
Free Market/Pro-Business

Annual Revenue

$324,891

Known Funders

2

Grants Received

5

Financial History

YearRevenueExpensesAssets
2024$324,891$311,279$265,469
2023$299,776$245,869$244,770
2022$242,661$218,271$199,030

Top Funders

LILLY ENDOWMENT INC

INDIANAPOLIS, IN

$50,000 (2021)
LILLY ENDOWMENT INC

INDIANAPOLIS, IN

$50,000 (2023)
LILLY ENDOWMENT INC

INDIANAPOLIS, IN

$50,000 (2022)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$46,849 (2021)
CFA INSTITUTE

CHARLOTTESVILLE, VA

$42,177 (2022)

Key Personnel

From 2024 IRS 990 filing

T

Thomas Lyons

Board Member

S

Scott Ryan

Board Member

O

Owen Riley

Board Member

N

Nida Ansari

Board Member

S

Scott Freeman

Board Member

S

Sam Oliphant

Board Member

L

Luke Zhang

Board Member

J

Jonathan Kopp

Board Member

J

Jeron Peoples

Board Member

J

Jared Luegers

Board Member

Showing 10 of 21 key personnel.

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