2025-12-23T09:34:16-06:00 2025-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2024-07-01 421152989 CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA CFAS 5156697162 PO BOX 93052 DES MOINES IA 50393 NATHAN LARICK TREASURER 5156697162 2025-12-23 1 0 PHILIP GOLDSMITH P00232382 5152258400 2024 2025-03-06 01:10:19Z X NATHAN LARICK PO BOX 93052 DES MOINES IA 50393 232842 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 7210 0 121108 117763 74231 105218 7492 7210 1530 2651 204361 232842 6959 8000 0 0 0 0 0 0 0 203710 279677 210669 287677 -6308 -54835 303185 248490 101 241 303084 248249 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 129904 95285 HOSTED ONE LARGE INVESTMENT EVENT IN MAY WITH APPROXIMATELY 200 ATTENDEES. 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. 50648 8084 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 APPROXIMATELY 15-30 PEOPLE PER EVENT. HOSTED TWO LARGE NETWORKING GOLF OUTINGS IN JUNE WITH APPROXIMATELY 130 ATTENDEES IN TOTAL. 29950 8000 4500 HOSTED THE CFA GLOBAL INVESTMENT RESEARCH CHALLENGE FOR UNIVERSITIES IN THE REGION WITH 50 ATTENDEES. STUDENTS WERE ABLE TO PRESENT RESEARCH ON A COMPANY TO COMPETE FOR SCHOLARSHIPS AND A CHANCE AT THE GLOBAL COMPETITION. 210502 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 3 0 1 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 NATHAN LARICK TREASURER 5156697162 PO BOX 93052 DES MOINES IA 50393 X ASHLEY ARELLANO PRESIDENT 7.00 X X 0 0 0 NICK NOLAN 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 JACOB SCHULTE DIRECTOR AT LARGE 2.00 X 0 0 0 MADISON LAWLESS 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 43658 74105 117763 INVESTMENT DINNER 900099 87648 87648 CFA GOLF EVENT 900099 8084 8084 MEMBER LUNCHEON FEE 900099 4986 4986 GLOBAL INVESTMENT RESE 900099 4500 4500 105218 7210 7210 CREDIT CARD CASH BACK 900099 1711 1711 PROMOTIONAL MERCHANDIS 900099 581 581 JOB BOARD ADVERTISEMEN 900099 300 300 59 59 2651 232842 107869 7210 0 X 8000 8000 59765 59765 10447 10447 2433 2433 2253 2253 2277 2277 202502 202502 287677 210502 77175 0 303185 248490 303185 248490 101 241 101 241 X 0 0 0 0 303084 248249 303084 248249 303185 248490 -54835 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CREDIT CARD 241 241 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 59,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,765.