Civic Intelligence

Cfa Society of Madison Inc

EIN 39-1929703 • 501(c)6 • Madison, WI

Profile

Cfa society of madison 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 relateions 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.

3049 Bosshard DrMadison, WI 53711

www.cfamadison.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.02x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

73rd percentile

14%

Higher net margin than 73% 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

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

66th percentile

9.2%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$321,313

Up $37,945 (+13%) from 2024

Liabilities

Up

$5,260

Up $1,584 (+43%) from 2024

Net Assets

Up

$316,053

Up $36,361 (+13%) from 2024

Operations
Liabilities / Revenue72nd percentileNet Margin73rd percentile

Revenue

Up

$105,276

Up $8,864 (+9.2%) from 2024

Expenses

Up

$90,743

Up $12,379 (+16%) from 2024

Net Income

Down

$14,533

Down $3,515 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$400K$300K$200K$100K$0Assets 2012: $80,012Liabilities 2012: $3,4402012Assets 2013: $78,354Liabilities 2013: $2,0882013Assets 2014: $102,157Liabilities 2014: $2,6292014Assets 2015: $97,903Liabilities 2015: $1,8732015Assets 2016: $102,711Liabilities 2016: $2,1222016Assets 2017: $119,567Liabilities 2017: $10,1452017Assets 2018: $140,256Liabilities 2018: $18,480Net Assets 2018: $121,7762018Assets 2019: $151,281Liabilities 2019: $18,458Net Assets 2019: $132,8232019Assets 2020: $187,173Liabilities 2020: $2,257Net Assets 2020: $184,9162020Assets 2021: $246,370Liabilities 2021: $5,357Net Assets 2021: $241,0132021Assets 2022: $233,450Liabilities 2022: $8,776Net Assets 2022: $224,6742022Assets 2023: $257,569Liabilities 2023: $19,907Net Assets 2023: $237,6622023Assets 2024: $283,368Liabilities 2024: $3,676Net Assets 2024: $279,6922024Assets 2025: $321,313Liabilities 2025: $5,260Net Assets 2025: $316,0532025

Highlighted filing

2025

Assets$321,313
Liabilities$5,260
Net Assets$316,053
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $110,389Expenses 2012: $78,423Net Income 2012: $31,9662012Revenue 2013: $70,336Expenses 2013: $70,642Net Income 2013: -$3062013Revenue 2014: $109,608Expenses 2014: $86,346Net Income 2014: $23,2622014Revenue 2015: $91,935Expenses 2015: $95,433Net Income 2015: -$3,4982015Revenue 2016: $87,455Expenses 2016: $82,896Net Income 2016: $4,5592016Revenue 2017: $116,539Expenses 2017: $107,706Net Income 2017: $8,8332017Revenue 2018: $119,527Expenses 2018: $107,173Net Income 2018: $12,3542018Revenue 2019: $137,985Expenses 2019: $126,938Net Income 2019: $11,0472019Revenue 2020: $118,875Expenses 2020: $66,782Net Income 2020: $52,0932020Revenue 2021: $106,643Expenses 2021: $50,546Net Income 2021: $56,0972021Revenue 2022: $90,904Expenses 2022: $72,172Net Income 2022: $18,7322022Revenue 2023: $102,773Expenses 2023: $104,587Net Income 2023: -$1,8142023Revenue 2024: $96,412Expenses 2024: $78,364Net Income 2024: $18,0482024Revenue 2025: $105,276Expenses 2025: $90,743Net Income 2025: $14,5332025

Highlighted filing

2025

Revenue$105,276
Expenses$90,743
Net Income$14,533
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,313
Liabilities
$5,260
Net assets
$316,053
Revenue
$105,276
Expenses
$90,743
Net income
$14,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.21$0.05$3.16$1.05$0.91$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.04$2.80$0.96$0.78$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.20$2.38$1.03$1.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.09$2.25$0.91$0.72$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.05$2.41$1.07$0.51$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.02$1.85$1.19$0.67$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.18$1.33$1.38$1.27$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.18$1.22$1.20$1.07$0.12
2017Summary only. Only limited summary data is available for this year.$1.20$0.10$1.17$1.08$0.09
2016Summary only. Only limited summary data is available for this year.$1.03$0.02$0.87$0.83$0.05
2015Summary only. Only limited summary data is available for this year.$0.98$0.02$0.92$0.95$0.03
2014Summary only. Only limited summary data is available for this year.$1.02$0.03$1.10$0.86$0.23
2013Summary only. Only limited summary data is available for this year.$0.78$0.02$0.70$0.71$0.00
2012Summary only. Only limited summary data is available for this year.$0.80$0.03$1.10$0.78$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$105,276
Mission and Program Overview

Mission

Cfa society of madison 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.

SEE SCHEDULE 0

Program Services

DescriptionGrantsExpenses
HELD LUNCHEONS AND NETWORKING EVENTS WITH GUEST SPEAKERS-$0
CO-SPONSORED LOCAL INVESTMENT RESEARCH CHALLENGES-$0
PRESENTED SCHOLARSHIPS-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHIRAG GANDHITreasurer-$0--
JOSHUA STIRLINGPresident-$0--
CHELSEY BISHOPVice President-$0--
MARK PRUSHASecretary-$0--
PHIL HANNIFANBoard Member-$0--
RICHARD BAUMGARTBoard Member-$0--
BOB BEGGSBoard Member-$0--
MICHELE BERNIUSBoard Member-$0--
HILLARY HOLSTEINBoard Member-$0--
JASON MIRRBoard Member-$0--
CHRIS REEDBoard Member-$0--
CHARLES SAUNDERSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
C F a Society of Madison
EIN
39-1929703
In Care Of
% PHIL HANNIFAN
Phone
6082135898
Address
3049 BOSSHARD DR, MADISON, WI 53711

Signing Officer

Name
Phil Hannifan
Title
Board Member
Phone
6082135898
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Mason Tax and Financial Inc
Address
PO Box 930065, Verona, WI 53593
Preparer
Bonnie Lee Bailey-lane
Phone
6088458161
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOUTREACH AND AWARENESS 7,323ADMINISTRATION 23,352CONFERENCES AND MEETINGS 36,689SCHOLARSHIPS 2,700NETWORKING EXPENSE 12,030GOVERNANCE EXPENSE 6,016”

Other changes in net assets or fund balances Part I line 20

“Description AmountUNREALIZED GAIN ON INVESTMENTS 21,828”

Description of other assets Part II line 24

“Category Beginning of Year End of YearSCHWAB ACOUNT 264,937 313,474”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCREDIT CARDS 2,540 3,742ACCOUNTS PAYABLE 1,136 1,518”

Raw XML Appendix177 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0279692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0316053
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHIRAG GANDHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA STIRLING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHARLES SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0264937
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0313474
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IRS990EZ/OtherExpensesTotalAmt088110
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE 0
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOUTREACH AND AWARENESS 7,323ADMINISTRATION 23,352CONFERENCES AND MEETINGS 36,689SCHOLARSHIPS 2,700NETWORKING EXPENSE 12,030GOVERNANCE EXPENSE 6,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountUNREALIZED GAIN ON INVESTMENTS 21,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSCHWAB ACOUNT 264,937 313,474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearCREDIT CARDS 2,540 3,742ACCOUNTS PAYABLE 1,136 1,518
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0391929703
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ReturnHeader/Filer/PhoneNum06082135898
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ReturnHeader/PreparerPersonGrp/PhoneNum06088458161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BONNIE LEE BAILEY-LANE
ReturnHeader/ReturnTs02025-10-14T18:09:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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