Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
EIN 23-7072850 • 501(c)6 • Waunakee, WI
Profile
Cfa society of milwaukee was formed as a not-for-profit business league to (a) advance educational standards in the professional practices of financial analysis, investment management, securities analysis and other similar professions, (b) instruct and train members and the general public in the sound and trustworthy principles, practices, and conduct with regard to the investment decision-making process, (c) carry on, sponsor, aid, and encourage research, education, and information activities to further these purposes, (d) promote good relations between the general public and professionals engaged in the investment decision-making process, and (e) promote the welfare of members and other engaged professionally in the investment decision-making process.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Assets
Up$483,752
Up $73,799 (+18%) from 2024
Liabilities
Down$1,612
Down $17 (-1.0%) from 2024
Net Assets
Up$482,140
Up $73,816 (+18%) from 2024
Revenue
Up$178,873
Up $5,237 (+3.0%) from 2024
Expenses
Down$103,206
Down $44,981 (-30%) from 2024
Net Income
Up$75,667
Up $50,218 (+197%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.