2024-02-28T16:29:00-06:00 2023-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2022-07-01 421152989 CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA CFAS 5152099090 PO BOX 307 WAUKEE IA 50263 MARGARET CLARK TREASURER 6418880984 2024-02-28 1 MARGARET CLARK 999009999 0 PHILIP GOLDSMITH P00232382 5152258400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET CLARK PO BOX 307 WAUKEE IA 50263 201633 0 X WWW.CFAIOWA.ORG X 1962 IA 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. 9 9 0 9 0 0 0 140873 0 54562 0 5425 0 773 0 201633 0 10568 0 0 0 0 0 0 0 0 189749 0 200317 0 1316 308076 309392 0 0 308076 309392 CFA SOCIETY IOWA SEEKS TO LEAD THE INVESTMENT PROFESSION IN THE STATE OF IOWA BY PROMOTING ETHICAL AND PROFESSIONAL STANDARS, ENCOURAGES AND FACILITATES PROFESSIONAL DEVELOPMENT, AND WORKS TOWARDS BROADER COMMUNITY UNDERSTANDING OF THE CFA DESIGNATION. 0 0 96802 36677 HOSTED IN-PERSON AND VIRTUAL (HYBRID) WEBINARS MONTHLY FEATURING INDUSTRY SPEAKERS WHO DISCUSSED RELEVANT TOPICS FOR INVESTMENTS. AVERAGE ATTENDANCE WAS APPROXIMATELY 40 PEOPLE PER EVENT. HOSTED ONE LARGE EVENT IN MAY WITH 140 ATTENDEES. 30936 15535 HOSTED SEVERAL NETWORKING EVENTS FOR MEMBERS AND STUDENTS SO THEY ARE ABLE TO INTERACT WITH OTHERS IN THEIR PROFESSION OR COURSE OF STUDY. ATTENDANCE RANGED FROM 10-50 PEOPLE PER EVENT. 16384 2350 HOSTED THE GLOBAL INVESTMENT RESEARCH CHALLENGE FOR UNIVERSTITIES IN THE REGION WITH 50 ATTENDEES. STUDENTS WERE ABLE TO PRESENT RESEARCH ON A COMPANY IN ORDER TO COMPETE FOR SCHOLARSHIPS AND A CHANCE AT THE NATIONAL COMPETITION. 144122 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 0 0 0 IA X MARGARET CLARK TREASURER 6418880984 PO BOX 307 WAUKEE IA 50263 X MARK SANDBULTE PRESIDENT 7.00 X X 0 0 0 ASHLEY ARELLANO VICE PRESIDENT 2.00 X X 0 0 0 MARGARET CLARK TREASURER 4.00 X X 0 0 0 THOMAS MCCAFFREY SECRETARY 1.00 X X 0 0 0 CASS PAGE DIRECTOR AT LARGE 2.00 X 0 0 0 NICK NOLAN DIRECTOR AT LARGE 2.00 X 0 0 0 BRYCE ENGELBART DIRECTOR AT LARGE 2.00 X 0 0 0 AMANDA WILSON DIRECTOR AT LARGE 2.00 X 0 0 0 TONG TEH DIRECTOR AT LARGE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 39035 101838 140873 INVESTMENT DINNER 900099 36677 36677 CFA GOLF EVENT 900099 8391 8391 MEMBER LUNCHEON FEE 900099 7144 7144 JOB BOARD ADVERTISEMEN 900099 2350 2350 54562 5425 5425 CREDIT CARD CASH BACK 900099 773 773 773 201633 60760 0 0 X 10568 10568 47398 47398 2722 2722 2244 2244 2419 2419 675 675 133554 133554 PRINTING, PUBLICATION, 737 737 200317 144122 56195 0 308076 309392 308076 309392 0 0 X 0 0 0 0 308076 309392 308076 309392 308076 309392 1316 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SPONSORSHIP OF JUNIOR ACHIEVEMENT 6100 GRAND AVENUE DES MOINES IA 50312 5500 0 SPONSORSHIP OF JUNIOR ACHIEVEMENT OF CENTRAL IOWA TO PROMOTE CFA CHARTER FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. THERE ARE SEVERAL CLASSES OF MEMBERS: REGULAR, AFFILIATE, STUDENT, RETIRED, LOCAL PROFESSIONAL, AND CANDIDATE. REGULAR MEMBER CLASS IS THE ONLY CLASS THAT MAY VOTE AND MAY SERVE ON THE BOARD. REGULAR MEMBERS REPRESENT THE VAST MAJORITY OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY VOTES ON BOARD REPRESENTATION ANNUALLY. SEVERAL BOARD POSITIONS - NAMELY THE OFFICERS - ARE TWO YEAR AND THE TERMS ARE STAGGERED SO NOT ALL BOARD SEATS ARE UP FOR VOTE IN ANY GIVEN YEAR. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, FORM 990 WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY BOARD MAINTAINS VARIOUS GOVERNING DOCUMENTS INCLUDING BUT NOT LIMITED TO BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. THE SOCIETY GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,398. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,398.