The Cfa Society Milwaukee Foundation Inc
- Assets
- $11.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Wauwatosa, WI
- Founding
- 12/2016
- Data as of
- 12/2021
- EIN
- 81-3237382
Organization Overview
The Cfa Society Milwaukee Foundation Inc is located in Wauwatosa, WI. The organization was established in 2016. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Milwaukee Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION IS A PROUD PARTNER OF SECUREFUTURES SINCE IT WAS FOUNDED. OUR COMMUNITY OF FINANCIAL PROFESSIONALS IS ONE OF THE LARGEST SOURCES OF VOLUNTEER INSTRUCTORS, AND OUR ORGANIZATION PROVIDES FINANCIAL SUPPORT ANNUALLY.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erik Gauger Chair/president | 2 | $0 | |
Ryan Bushman Treasurer | 2 | $0 | |
Sean Twohig Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $25,247 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $6,638 |
| Other Revenue | $0 |
| Total Revenue | $31,886 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $1,624 |
| Total expenses | $47,579 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $11,625 |
| Other assets | $0 |
| Total assets | $11,625 |
| Total liabilities | $0 |
| Net assets or fund balances | $11,625 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewel Nail Bomar Trust 8336230300 Chicago, IL | $101,133,335 | $15,350,534 |
Others First Inc Rochester Hills, MI | $4,306,956 | $11,125,375 |
Pious Projects Of America Bridgeview, IL | $2,395,968 | $8,177,090 |
The Edward Lowe Foundation Cassopolis, MI | $139,490,354 | $14,349,160 |
Worth County Development Authority Northwood, IA | $8,240,749 | $6,157,684 |
Constellation Fund Minneapolis, MN | $8,581,079 | $5,161,859 |
Wayfarer Foundation Highland Park, IL | $333,654 | $4,731,977 |
Washington County Riverboat Foundation Washington, IA | $2,209,057 | $4,844,569 |
Catholic United Financial Foundation St Paul, MN | $37,486,034 | $6,021,022 |
Fond Du Lac Area Foundation Fond Du Lac, WI | $72,661,560 | $12,050,578 |
Karam Foundation Nfp Lake Forest, IL | $4,231,584 | $2,840,038 |
Pillars Fund Chicago, IL | $11,143,935 | $11,056,329 |