Nonprofit · EIN 23-7119206
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
Also known as CFA Society of Indianapolis Inc
Tax-exempt · CARMEL, IN 46082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $324,891 | $311,279 | $13,612 | $265,469 | $0 | $265,469 |
| June 30, 2024 | 990 | $299,776 | $245,869 | $53,907 | $244,770 | $0 | $244,770 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $96,926
- Membership dues
- $60,602
- Program service revenue
- $226,191
- Investment income
- $1,774
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $900
- Program services (functional)
- $221,686
- Management and general (functional)
- $89,593
Balance sheet and other
- Total assets, start of year
- $244,770
- Total assets, end of year
- $265,469
- Total liabilities, end of year
- $0
- Net assets, end of year
- $265,469
- Publicly traded securities
- $82,365
- Gross receipts
- $324,891
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1971
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Kaiser | President Trustee or director, Officer | 6 | $0 |
| Andrew Renz | Vice-President Trustee or director, Officer | 1 | $0 |
| David Goldberg | Treasurer Trustee or director, Officer | 2 | $0 |
| Erin Sikorski | Secretary Trustee or director, Officer | 1 | $0 |
| Adam Shaffer | Board Member Trustee or director | 1 | $0 |
| Craig Maschmeyer | Board Member Trustee or director | 1 | $0 |
| Chris Reckley | Board Member Trustee or director | 1 | $0 |
| David Brennan | Board Member Trustee or director | 1 | $0 |
| Elijah Hudson | Board Member Trustee or director | 1 | $0 |
| Erin Archer | Board Member Trustee or director | 1 | $0 |
| Fergus Washington-Smith | Board Member Trustee or director | 1 | $0 |
| Jared Luegers | Board Member Trustee or director | 1 | $0 |
| Jeron Peoples | Board Member Trustee or director | 1 | $0 |
| Jonathan Kopp | Board Member Trustee or director | 1 | $0 |
| Luke Zhang | Board Member Trustee or director | 1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Oliphant | Board Member Trustee or director | 1 | $0 |
| Scott Freeman | Board Member Trustee or director | 1 | $0 |
| Nida Ansari | Board Member Trustee or director | 1 | $0 |
| Owen Riley | Board Member Trustee or director | 1 | $0 |
| Scott Ryan | Board Member Trustee or director | 1 | $0 |
| Thomas Lyons | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Kaiser | President Trustee or director, Officer | 8 | $0 |
| Andrew Renz | Vice-President Trustee or director, Officer | 1 | $0 |
| David Goldberg | Treasurer Trustee or director, Officer | 2 | $0 |
| Erin Sikorski | Secretary Trustee or director, Officer | 1 | $0 |
| Adam Shaffer | Board Member Trustee or director | 1 | $0 |
| Chris Cotterill | Board Member Trustee or director | 1 | $0 |
| Chris Reckley | Board Member Trustee or director | 1 | $0 |
| David Brennan | Board Member Trustee or director | 1 | $0 |
| Elijah Hudson | Board Member Trustee or director | 1 | $0 |
| Erin Archer | Board Member Trustee or director | 1 | $0 |
| Fergus Washington-Smith | Board Member Trustee or director | 1 | $0 |
| Jared Luegers | Board Member Trustee or director | 1 | $0 |
| Jeron Peoples | Board Member Trustee or director | 1 | $0 |
| Jonathan Kopp | Board Member Trustee or director | 1 | $0 |
| Luke Zhang | Board Member Trustee or director | 1 | $0 |
| Sam Oliphant | Board Member Trustee or director | 1 | $0 |
| Scott Freeman | Board Member Trustee or director | 1 | $0 |
| Nida Ansari | Board Member Trustee or director | 1 | $0 |
| Owen Riley | Board Member Trustee or director | 1 | $0 |
| Scott Ryan | Board Member Trustee or director | 1 | $0 |
| Thomas Lyons | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1225, CARMEL, IN 46082-1225
- In care of
- % THOMAS KAISER
- Mailing address (990-N for 2010)
- PO Box 90232, Indianapolis IN 46290
- Principal officer (990 for 2024)
- Thomas Kaiser, 617 Burgess Hill Pass, Westfield, IN 46074
- Principal officer (990-N for 2010)
- Todd Sears, 2057 Rhettsbury St, Carmel IN 46032
- Signed the 990
- Thomas Kaiser, President
- Phone
- (630) 217-3359
Mission
To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public.
Program accomplishments
- The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members sponsors and other guests. The full-day event had speakers representing government employees investment managers and other organizational leaders.Expenses $76,450 · revenue $79,120
- At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. theirExpenses $43,820 · revenue $29,950
- Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $14,000 to La Plaza an organization focused on the Indianapolis Latino community; the donation is for their financial literacy program.Expenses $32,790 · revenue $25,120
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7119206
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $265,469
- Income (IRS master file)
- $324,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $324,891 | $311,279 | $265,469 | XML |
| 990 | June 2024 | $299,776 | $245,869 | $244,770 | XML |
| 990 | June 2023 | $242,661 | $218,271 | $199,030 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2010 Officer: Todd Sears | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7119206).
Questions about INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
- What is the EIN of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC?
- The employer identification number (EIN) of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC is 23-7119206.
- Is INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC?
- The 990 for the year ended June 30, 2025 names Thomas Kaiser.
- Who are the officers and directors of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $324,891, expenses of $311,279 and total assets of $265,469 at year end.
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