Nonprofit · EIN 90-0838184
CFA SOCIETY OF LOUISVILLE
Tax-exempt · LOUISVILLE, KY 40255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $56,905 | $58,555 | -$1,650 | $346,745 | $0 | $346,745 |
| August 31, 2024 | 990-EZ | $55,996 | $41,617 | $14,379 | $348,395 | $0 | $348,395 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Membership dues
- $23,469
- Program service revenue
- $16,000
- Investment income
- $9,936
- Other revenue
- $7,500
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,239
- Other expenses
- $56,316
Balance sheet and other
- Total assets, start of year
- $348,395
- Total assets, end of year
- $346,745
- Total liabilities, end of year
- $0
- Net assets, end of year
- $346,745
- Cash, savings and investments
- $56,107
- Gross receipts
- $56,905
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keith Blakely | President | 0 | $0 |
| Chris Meng | Vice President | 0 | $0 |
| Rob Robertson | Secretary | 0 | $0 |
| Donald Hunter | Treasurer | 0 | $0 |
| Zachary Taylor | At Large Director | 0 | $0 |
| Ramsey Helson | Society Exec Director | 0 | $0 |
| Alex Ozier | At Large Director | 0 | $0 |
990-EZ for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keith Blakely | President | 0 | $0 |
| Chris Meng | Vice President | 0 | $0 |
| Rob Robertson | Secretary | 0 | $0 |
| Ross Mayfield | Treasurer | 0 | $0 |
| Donald Hunter | Org. Outreach | 0 | $0 |
| Spencer Joyce | Institute Liason | 0 | $0 |
| Zachary Taylor | Univ/Candidate Outreach | 0 | $0 |
| Ramsey Helson | Society Exec Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5502, LOUISVILLE, KY 40255-0502
- In care of
- % ROB ROBERTSON
- Mailing address (990-N for 2022)
- PO Box 5502, Louisville KY 40255
- Principal officer (990-N for 2022)
- Joseph Ross Mayfield, 7603 Norbourne Avenue, Louisville KY 40222
- Signed the 990-EZ
- Keith Blakely, President
- Phone
- (502) 558-1835
- Return prepared by
- Meyerowitz & King PLLC
Mission
CFA Society of Louisville promotes ethical and professional standards within the investment industry and encourages professional development through the CFA program and facilitates the open exchange of information and opinions.
Program accomplishments
- Presented 10 in-person engagement opportunities to 200+ members
- Offered over 50 virtual events and study sessions to membership
- Expanded Society presence, name recognition, and networking opportunities by co-hosting enhanced events with other local professional organizations
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 90-0838184
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W036)
- Assets (IRS master file)
- $346,745
- Income (IRS master file)
- $56,905
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $56,905 | $58,555 | $346,745 | XML |
| 990-EZ | August 2024 | $55,996 | $41,617 | $348,395 | XML |
| 990-N for 2022 Officer: Joseph Ross Mayfield | August 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-N for 2011 Officer: Andrew McIntosh | August 31, 2012 | ≤ $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 90-0838184).
Questions about CFA SOCIETY OF LOUISVILLE
- What is the EIN of CFA SOCIETY OF LOUISVILLE?
- The employer identification number (EIN) of CFA SOCIETY OF LOUISVILLE is 90-0838184.
- Is CFA SOCIETY OF LOUISVILLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2014.
- Are donations to CFA SOCIETY OF LOUISVILLE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF LOUISVILLE 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 LOUISVILLE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF LOUISVILLE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who is the principal officer of CFA SOCIETY OF LOUISVILLE?
- The 990-N for 2022 names Joseph Ross Mayfield.
- Who are the officers and directors of CFA SOCIETY OF LOUISVILLE?
- The 990-EZ for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF LOUISVILLE have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $56,905, expenses of $58,555 and total assets of $346,745 at year end.
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All nonprofits in LOUISVILLE · Kentucky · Public and societal benefit