Nonprofit · EIN 62-1181717
CFA SOCIETY OF NASHVILLE
Tax-exempt (reinstated) · NASHVILLE, TN 37203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $198,903 | $221,640 | -$22,737 | $140,744 | $0 | $140,744 |
| June 30, 2024 | 990-EZ | $136,751 | $165,275 | -$28,524 | $163,582 | $0 | $163,582 |
| June 30, 2023 | 990-EZ | $108,713 | $124,372 | -$15,659 | $192,106 | $0 | $192,106 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $43,201
- Membership dues
- $39,729
- Program service revenue
- $111,375
- Investment income
- $4,598
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $167,505
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $54,135
Balance sheet and other
- Total assets, start of year
- $163,582
- Total assets, end of year
- $140,744
- Total liabilities, end of year
- $0
- Net assets, end of year
- $140,744
- Cash, savings and investments
- $140,744
- Gross receipts
- $198,903
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 |
|---|---|---|---|
| Ann Taylor Knotts | Director, Ex-Officio | 0 | $0 |
| Austin Branstetter | President | 15 | $0 |
| Grace Bennett | Vice President | 10 | $0 |
| Benjamin Flox | Director | 0 | $0 |
| David Harkins | Director | 0 | $0 |
| Samuel Carden | Treasurer | 15 | $0 |
| Michell Bosch | Secretary | 5 | $0 |
| Beth Johnson | Director | 0 | $0 |
| Russ Barnard | Director | 0 | $0 |
| Ralph Birchmeier | Director | 0 | $0 |
| Scott Krauthammer | Director | 0 | $0 |
| Nathan Grant | Director | 0 | $0 |
| Sahar Ahmad | Director | 0 | $0 |
| Mauricio Cortes Resendiz | Director | 0 | $0 |
| Bhavna Khurana | Director | 0 | $0 |
990-EZ for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann Taylor Knotts | President | 15 | $0 |
| Johnny Garrison | Vice President | 15 | $0 |
| Austin Branstetter | Treasurer | 15 | $0 |
| Grace Bennett | Director | 5 | $0 |
| Benjamin Flox | Director | 5 | $0 |
| David Harkins | Director | 5 | $0 |
| Samuel Carden | Secretary | 15 | $0 |
| Michell Bosch | Director | 5 | $0 |
| Elliott Brewer | Director | 5 | $0 |
| Beth Johnson | Director | 5 | $0 |
| Alice Campbell | Director | 5 | $0 |
| Mark Griffin | Director | 5 | $0 |
| Russ Barnard | Director | 5 | $0 |
| David Windley | Director | 5 | $0 |
990-EZ for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ann Taylor Knotts | President | 15 | $0 |
| Johnny Garrison | Vice President | 15 | $0 |
| John Crawford | Secretary | 10 | $0 |
| Austin Branstetter | Treasurer | 10 | $0 |
| Grace Bennett | Director | 5 | $0 |
| Benjamin Flox | Director | 5 | $0 |
| David Harkins | Director | 5 | $0 |
| Samuel Carden | Director | 5 | $0 |
| Micehll Bosch | Director | 5 | $0 |
| Carey Peek | Director | 5 | $0 |
| Beth Johnson | Director | 5 | $0 |
| Taylor Hollis | Director | 5 | $0 |
| Mark Griffin | Director | 5 | $0 |
| Russ Barnard | Director | 5 | $0 |
| David Windley | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1718 CHURCH ST UNIT 330352, NASHVILLE, TN 37203-3073
- In care of
- % JRS INVESMENTS INCORPORATED
- Signed the 990-EZ
- Samuel Carden, Treasurer
- Phone
- (865) 607-7185
- Website
- www.cfanashville.org
Mission
To promote professional standards in financial markets and equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee.
Program accomplishments
- Annual Forecast Dinner is a yearly event featuring speakers who provide their views and perspectives the upcoming year in financial markets. Benefits entire membership base.
- Virtual and in-person events featuring speakers discussing various subjects of interest to the society's members, providing networking opportunities and continuing education.
- Research Challenge is a yearly event hosting student teams from regional colleges who present investment recommendations to a panel of judges. A winning team is selected to present in a national competition sponsored by the CFA Institute.
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
- 62-1181717
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $127,220
- Income (IRS master file)
- $182,963
Revocation and reinstatement
- Exemption revoked
- November 15, 2014
- Posted by the IRS
- March 9, 2015
- Reinstated
- Effective November 15, 2014
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 | $198,903 | $221,640 | $140,744 | XML |
| 990-EZ | June 2024 | $136,751 | $165,275 | $163,582 | XML |
| 990-EZ | June 2023 | $108,713 | $124,372 | $192,106 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 62-1181717).
Questions about CFA SOCIETY OF NASHVILLE
- What is the EIN of CFA SOCIETY OF NASHVILLE?
- The employer identification number (EIN) of CFA SOCIETY OF NASHVILLE is 62-1181717.
- Is CFA SOCIETY OF NASHVILLE tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2014 and reinstated it effective November 15, 2014.
- Are donations to CFA SOCIETY OF NASHVILLE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF NASHVILLE 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 NASHVILLE 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 NASHVILLE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETY OF NASHVILLE?
- The 990-EZ for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF NASHVILLE have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $198,903, expenses of $221,640 and total assets of $140,744 at year end.
Other nonprofits in NASHVILLE
- NASHVILLE CONVENTION & VISITORS BUREAU EIN 02-0700616 · last filed 990 for 2025
- WOODBINE COMMUNITY ORGANIZATION WCO INC EIN 62-1280006 · last filed 990 for 2024
- GOODWILL FOUNDATION OF MIDDLE TN EIN 88-3090268 · last filed 990 for 2025
- NASHVILLE DOWNTOWN PARTNERSHIP INC EIN 62-1774641 · last filed 990 for 2024
- TENNESSEE TECHNOLOGY DEVELOPMENT CORPORATION EIN 62-1765738 · last filed 990 for 2025
- NASHVILLE DISTRICT MANAGEMENT CORPORATION INC EIN 62-1747009 · last filed 990 for 2024
- OASIS CENTER INC EIN 62-0968273 · last filed 990 for 2025
- WELL COFFEEHOUSE EIN 45-4036301 · last filed 990 for 2025
All nonprofits in NASHVILLE · Tennessee · Community improvement and capacity building