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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 64-0716591

CFA SOCIETY OF MISSISSIPPI

Tax-exempt · JACKSON, MS 39211

Financials

$50K$28K2023$47K$23K2024
Revenue Expenses · by fiscal year end
Financials of CFA SOCIETY OF MISSISSIPPI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$46,653$23,324$23,329$335,623$0$335,623
June 30, 2024990-EZ$49,804$28,376$21,428$298,209$0$298,209
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$12,000
Membership dues
$5,650
Investment income
$569
Net income from fundraising events
$28,434

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$745
Other expenses
$22,579
Program services (functional)
$9,214

Balance sheet and other

Total assets, start of year
$298,209
Total assets, end of year
$335,623
Total liabilities, end of year
$0
Net assets, end of year
$335,623
Cash, savings and investments
$335,623
Gross receipts
$111,819

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.

NameTitleHours / weekCompensation
PAULA NIELSENPRESIDENT2$0
ANDREW HOENIGESTREASURER1$0
STEPHEN GRIRNERVICE PRESIDENT1$0
RYDER TAFFSECRETARY1$0
JONATHAN PACEDIRECTOR1$0
WALTER P NEELYDIRECTOR1$0
SEPENCER PIPITONEDIRECTOR1$0
JERRY HOENIGESDIRECTOR1$0
KEN QIUDIRECTOR1$0
JOSH NORRISDIRECTOR1$0
990-EZ for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
PAULA NIELSENPRESIDENT2$0
TONY EDWARDSTREASURER1$0

Address and contacts

Address (IRS master file)
1200 EASTOVER DR STE 300, JACKSON, MS 39211-6325
Signed the 990-EZ
ANDREW HOENIGES, TREASURER
Phone
(601) 607-4296
Return prepared by
CRI ADVISORS LLC

Mission

TO ADVANCE THE INVESTMENT AND FINANCIAL COMMUNITIES THROUGH EDUCATION, PROFESSIONALISM, AND ETHICS IN OUR REGION.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • CONTINUING EDUCATION PROGRAMS FOR MEMBERS AND OTHER PROFESSIONALS DURING THE FISCAL YEAR
    Expenses $1,340
  • STUDENT AWARDS AND CFA CHARTER RECOGNITION CEREMONY
    Expenses $3,000
  • CFA ETHICS CHALLENGE
    Expenses $4,874

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for CFA SOCIETY OF MISSISSIPPI

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
64-0716591
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2020
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$335,623
Income (IRS master file)
$111,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$46,653$23,324$335,623IRS
990-EZJune 2024$49,804$28,376$298,209XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 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 64-0716591).

Questions about CFA SOCIETY OF MISSISSIPPI

What is the EIN of CFA SOCIETY OF MISSISSIPPI?
The employer identification number (EIN) of CFA SOCIETY OF MISSISSIPPI is 64-0716591.
Is CFA SOCIETY OF MISSISSIPPI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2020.
Are donations to CFA SOCIETY OF MISSISSIPPI tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA SOCIETY OF MISSISSIPPI 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 MISSISSIPPI 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 MISSISSIPPI 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 MISSISSIPPI?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CFA SOCIETY OF MISSISSIPPI have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $46,653, expenses of $23,324 and total assets of $335,623 at year end.

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