Nonprofit · EIN 61-1526448
CFA SOCIETY OF SALT LAKE
Tax-exempt (reinstated) · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $147,757 | $177,093 | -$29,336 | $299,548 | $0 | $299,548 |
| June 30, 2024 | 990-EZ | $89,723 | $76,650 | $13,073 | $307,228 | $0 | $307,228 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $71,981
- Program service revenue
- $67,735
- Investment income
- $7,980
- Other revenue
- $61
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $177,093
- Program services (functional)
- $176,793
Balance sheet and other
- Total assets, start of year
- $307,228
- Total assets, end of year
- $299,548
- Total liabilities, end of year
- $0
- Net assets, end of year
- $299,548
- Cash, savings and investments
- $30,247
- Gross receipts
- $147,757
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYANT KRONGARD | PRESIDENT | 5 | $0 |
| KIRSTEN KELLER | VICE PRESIDENT | 5 | $0 |
| BROCK ADAMS | TREASURER/SECRETARY | 5 | $0 |
| JOSH FLADE | PROGRAMMING CHAIR | 5 | $0 |
| BOBBI IVANOVA | MEMBERSHIP CHAIR | 5 | $0 |
| WILL HENSHAW | RESEARCH CHALLENEGE CHAIR | 5 | $0 |
| STEVE KINDRED | PAST PRESIDENT | 0 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYANT KRONGARD | PRESIDENT | 5 | $0 |
| KIRSTEN KELLER | VICE PRESIDENT | 5 | $0 |
| BROCK ADAMS | TREASURER/SECRETARY | 5 | $0 |
| JOSH FLADE | PROGRAMMING CHAIR | 5 | $0 |
| BOBBI IVANOVA | MEMBERSHIP CHAIR | 5 | $0 |
| WILL HENSHAW | RESEARCH CHALLENEGE CHAIR | 5 | $0 |
| STEVE KINDRED | PAST PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 299 S MAIN ST STE 1300 PMB 9092, SALT LAKE CTY, UT 84111-2241
- In care of
- % MARK SIDDOWAY
- Mailing address (990-N for 2018)
- PO Box 45530, Salt Lake City UT 84145
- Principal officer (990-N for 2018)
- Joshua Flade, PO Box 45530, Salt Lake City UT 84145
- Signed the 990-EZ
- BRYANT KRONGARD, PRESIDENT
- Phone
- (801) 502-6520
- Return prepared by
- SCHAFER TSCHOPP WHITCOMB MITCHELL & S
Mission
OUR MISSION IS TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFITS OF SOCIETY. OUR SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS. CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS, WE PROMOTE: ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY; ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION; FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND; WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ONE OF CFA INSTITUTE MEMBER SOCIETIES, OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
Program accomplishments
- EDUCATIONAL EVENTS: WE TYPICALLY HOST 8 LECTURES PER YEAR. SPEAKERS COME IN FROM ALL OVER THE COUNTRY AND ARE EXPERTS IN A CERTAIN FACET OF INVESTING. BOARD MEMBERS USE PROFESSIONAL CONTACTS TO ATTRACT THE SPEAKERS. WE OCCASIONALLY REIMBURSE TRAVEL EXPENSES. CONTINUING EDUCATION: CFAI HAS INSTITUTED A VOLUNTARY CE PROGRAM AS A FRAMEWORK TO IDENTIFY, TRACK, AND REPORT EDUCATIONAL ACTIVITIES. WE SUPPORT MEMBER ACTIVITIES BY REPORTING ATTENDANCE AT THE EDUCATIONAL EVENTS TO CFAI.Expenses $116,581
- COLLEGE RESEARCH CHALLENGE: THE CFAI RESEARCH CHALLENGE IS AN ANNUAL, GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS. THE SOCIETY PARTICIPATES EACH YEAR BY SPONSORING A COMPETITION WITH AROUND EIGHT LOCAL UNIVERSITIES. THE SOCIETY SELECTS A LOCAL, PUBLIC COMPANY, ARRANGES A MANAGEMENT MEETING, PROVIDES INVESTMENT INDUSTRY MENTORS, WORKS WITH UNIVERSITIES TO ORGANIZE TEAMS, PROVIDES GRADERS, COMPETITION JUDGES, AN AWARDS DINNER AND PRIZES.Expenses $14,112
- LEADERSHIP DEVELOPMENT: WITH A ROTATING BOARD, LOCAL MEMBERS OF THE INVESTMENT COMMUNITY ARE GIVEN AN OPPORTUNITY TO SERVE AS EITHER A BOARD OR COMMITTEE MEMBER. CFAI OFFERS VARIOUS LEADERSHIP TRAINING CONFERENCES THAT ARE TYPICALLY FREE OF CHARGE TO VOLUNTEER AND OFTEN TO THE SOCIETY. CFA TEST PREP: WE OFFER A MOCK EXAM FOR CANDIDATES IN CONJUNCTION WITH KAPLAN, ON OF THE LEADING EXAM PREP COMPANIES. JOB BOARD: WE ENCOURAGE LOCAL EMPLOYERS TO INFORM US OF JOB OPPORTUNITIES. THEY ARE POSTED ON OUR WEBSITE AND INCLUDED IN E-MAILS TO MEMBERS.Expenses $46,100
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 61-1526448
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $299,548
- Income (IRS master file)
- $147,757
Revocation and reinstatement
- Exemption revoked
- November 15, 2016
- Posted by the IRS
- March 13, 2017
- Reinstated
- Effective November 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $147,757 | $177,093 | $299,548 | XML |
| 990-EZ | June 2024 | $89,723 | $76,650 | $307,228 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Joshua Flade | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
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 61-1526448).
Questions about CFA SOCIETY OF SALT LAKE
- What is the EIN of CFA SOCIETY OF SALT LAKE?
- The employer identification number (EIN) of CFA SOCIETY OF SALT LAKE is 61-1526448.
- Is CFA SOCIETY OF SALT LAKE tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2016 and reinstated it effective November 15, 2016.
- Are donations to CFA SOCIETY OF SALT LAKE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF SALT LAKE 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 CFA SOCIETY OF SALT LAKE 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 CFA SOCIETY OF SALT LAKE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF SALT LAKE?
- The 990-N for 2018 names Joshua Flade.
- Who are the officers and directors of CFA SOCIETY OF SALT LAKE?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF SALT LAKE have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $147,757, expenses of $177,093 and total assets of $299,548 at year end.
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All nonprofits in SALT LAKE CTY · Utah · Community improvement and capacity building