CFA SOCIETY OF IOWA INC
Data sourced from IRS 990 public filings
CFA SOCIETY OF IOWA INC CFA SOCIETY IOWA SEEKS TO LEAD THE INVESTMENT PROFESSION IN THE STATE OF IOWA BY PROMOTING ETHICAL AND PROFESSIONAL STANDARDS, ENCOURAGES AND FACILITATES PROFESSIONAL DEVELOPMENT, AND WORKS TOWARDS BROADER COMMUNITY UNDERSTANDING OF THE CFA DESIGNATION.
Annual Revenue
$232,842
Known Funders
1
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $232,842 | $287,677 | $248,490 |
| 2023 | $204,361 | $210,669 | $303,185 |
| 2022 | $201,633 | $200,317 | $309,392 |
Top Funders
CHARLOTTESVILLE, VA
CHARLOTTESVILLE, VA
Key Personnel
From 2024 IRS 990 filing
TONG TEH
DIRECTOR AT LARGE
AMANDA WILSON
DIRECTOR AT LARGE
MADISON LAWLESS
DIRECTOR AT LARGE
JACOB SCHULTE
DIRECTOR AT LARGE
CASS PAGE
DIRECTOR AT LARGE
THOMAS MCCAFFREY
SECRETARY
MARGARET CLARK
TREASURER
NICK NOLAN
VICE PRESIDENT
ASHLEY ARELLANO
PRESIDENT
Frequently Asked Questions
Other Nonprofits in Iowa
Unlock Full Nonprofit Data
Sign up for free to access the complete funder list, financial history, program details, key personnel, and smart matching.