Civic Intelligence

Cfa Society of Milwaukee Inc

EIN 23-7072850 • 501(c)6 • Waunakee, WI

Revoked

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.

Revocation date: Nov 15, 2010

1702 Ashlawn LaneWaunakee, WI 53597

www.cfamilwaukee.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

93rd percentile

42%

Higher net margin than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

3.0%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $146,894Liabilities 2018: $0Net Assets 2018: $146,8942018Assets 2019: $176,559Liabilities 2019: $2,825Net Assets 2019: $173,7342019Assets 2020: $194,145Liabilities 2020: $1,765Net Assets 2020: $192,3802020Assets 2021: $305,789Liabilities 2021: $0Net Assets 2021: $305,7892021Assets 2022: $329,960Liabilities 2022: $825Net Assets 2022: $329,1352022Assets 2023: $377,750Liabilities 2023: $1,448Net Assets 2023: $376,3022023Assets 2024: $409,953Liabilities 2024: $1,629Net Assets 2024: $408,3242024Assets 2025: $483,752Liabilities 2025: $1,612Net Assets 2025: $482,1402025

Highlighted filing

2025

Assets$483,752
Liabilities$1,612
Net Assets$482,140

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2018: $153,372Expenses 2018: $140,306Net Income 2018: $13,0662018Revenue 2019: $150,147Expenses 2019: $123,307Net Income 2019: $26,8402019Revenue 2020: $135,763Expenses 2020: $117,117Net Income 2020: $18,6462020Revenue 2021: $163,867Expenses 2021: $50,458Net Income 2021: $113,4092021Revenue 2022: $144,713Expenses 2022: $106,057Net Income 2022: $38,6562022Revenue 2023: $145,491Expenses 2023: $102,209Net Income 2023: $43,2822023Revenue 2024: $173,636Expenses 2024: $148,187Net Income 2024: $25,4492024Revenue 2025: $178,873Expenses 2025: $103,206Net Income 2025: $75,6672025

Highlighted filing

2025

Revenue$178,873
Expenses$103,206
Net Income$75,667

Filings