Civic Intelligence

Cfa Society of Nebraska Inc

EIN 47-0667513 • 501(c)6 • Lincoln, NE

Profile

To formulate and promote high standards of professional ethics in the practice of financial analysis; to educate and inform financial analysts as to techniques and standards; to hold conferences to disseminate information; and to engage in other activities proper for educational purposes.

PO Box 80685Lincoln, NE 68501

www.cfanebraska.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

57th percentile

4.0%

Higher net margin than 57% 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

59th percentile

3.2%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

54th percentile

1.5%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$149,106

Up $4,595 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$149,106

Up $4,595 (+3.2%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

Up

$114,238

Up $1,691 (+1.5%) from 2024

Expenses

Up

$109,643

Up $4,861 (+4.6%) from 2024

Net Income

Down

$4,595

Down $3,170 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2012: $63,235Liabilities 2012: $02012Assets 2013: $80,926Liabilities 2013: $02013Assets 2014: $90,420Liabilities 2014: $02014Assets 2015: $102,104Liabilities 2015: $02015Assets 2016: $129,695Liabilities 2016: $02016Assets 2017: $127,423Liabilities 2017: $02017Assets 2018: $110,578Liabilities 2018: $02018Assets 2019: $116,111Liabilities 2019: $02019Assets 2020: $113,354Liabilities 2020: $02020Assets 2021: $131,130Liabilities 2021: $02021Assets 2022: $118,502Liabilities 2022: $0Net Assets 2022: $118,5022022Assets 2023: $136,746Liabilities 2023: $0Net Assets 2023: $136,7462023Assets 2024: $144,511Liabilities 2024: $0Net Assets 2024: $144,5112024Assets 2025: $149,106Liabilities 2025: $0Net Assets 2025: $149,1062025

Highlighted filing

2025

Assets$149,106
Liabilities$0
Net Assets$149,106
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $51,080Expenses 2012: $49,245Net Income 2012: $1,8352012Revenue 2013: $73,387Expenses 2013: $55,696Net Income 2013: $17,6912013Revenue 2014: $75,050Expenses 2014: $65,556Net Income 2014: $9,4942014Revenue 2015: $61,580Expenses 2015: $49,896Net Income 2015: $11,6842015Revenue 2016: $89,512Expenses 2016: $61,921Net Income 2016: $27,5912016Revenue 2017: $77,166Expenses 2017: $79,438Net Income 2017: -$2,2722017Revenue 2018: $83,571Expenses 2018: $100,416Net Income 2018: -$16,8452018Revenue 2019: $121,687Expenses 2019: $116,154Net Income 2019: $5,5332019Revenue 2020: $90,341Expenses 2020: $93,098Net Income 2020: -$2,7572020Revenue 2021: $68,995Expenses 2021: $51,219Net Income 2021: $17,7762021Revenue 2022: $92,537Expenses 2022: $105,165Net Income 2022: -$12,6282022Revenue 2023: $110,977Expenses 2023: $92,733Net Income 2023: $18,2442023Revenue 2024: $112,547Expenses 2024: $104,782Net Income 2024: $7,7652024Revenue 2025: $114,238Expenses 2025: $109,643Net Income 2025: $4,5952025

Highlighted filing

2025

Revenue$114,238
Expenses$109,643
Net Income$4,595
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$149,106
Liabilities
$0
Net assets
$149,106
Revenue
$114,238
Expenses
$109,643
Net income
$4,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.14$1.10$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$1.13$1.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.11$0.93$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.93$1.05$0.13
2021Summary only. Only limited summary data is available for this year.$1.31$0.00$0.69$0.51$0.18
2020Summary only. Only limited summary data is available for this year.$1.13$0.00$0.90$0.93$0.03
2019Summary only. Only limited summary data is available for this year.$1.16$0.00$1.22$1.16$0.06
2018Summary only. Only limited summary data is available for this year.$1.11$0.00$0.84$1.00$0.17
2017Summary only. Only limited summary data is available for this year.$1.27$0.00$0.77$0.79$0.02
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$0.90$0.62$0.28
2015Summary only. Only limited summary data is available for this year.$1.02$0.00$0.62$0.50$0.12
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.75$0.66$0.09
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.73$0.56$0.18
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.51$0.49$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.0
Gross Receipts
$114,238
Mission and Program Overview

Mission

To formulate and promote high standards of professional ethics in the practice of financial analysis; to educate and inform financial analysts as to techniques and standards; to hold conferences to disseminate information; and to engage in other activities proper for educational purposes.

Program Services

DescriptionGrantsExpenses
CFA Society of Nebraska was formed to promote high ethical standards in the field of financial analysis, disseminate information of mutual interest, promote a program of mutual education in the field of financial analysis, and maintain an ongoing relationship with other organizations directly or indirectly involved in financial analysis. We organized or supported fourteen meetings/conferences/events during the year, to provide education to our approximately 330 members and others in the field.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reem RawashdehPresident-$0--
Lee R MartinVice President-$0--
Sarah F MurraySecretary-$0--
Jessie GoodwinTreasurer-$0--
Susan HorstDirector-$0--
Randy D JorgensenDirector-$0--
Casey KerrDirector-$0--
Amanda S WilsonDirector-$0--
Nicholas J NevolePast President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Nebraska Inc
EIN
47-0667513
Phone
4027962505
Address
PO Box 80685, Lincoln, NE 68501

Signing Officer

Name
Casey Kerr
Title
Treasurer
Phone
4026711767
Signed
2025-10-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Functions and Meetings;43580^Total;43580^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Functions and Meetings;64783|Office Expense and Supplies;1422|Public Awareness;7995|Taxes Fees License and Misc;69^Total;74269^”

Raw XML Appendix159 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Mary Buckley
IRS990EZ/BooksInCareOfDetail/PhoneNum04027962505
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07300 NW 112th St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincoln
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0685248820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0144511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0149106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt034020
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04595
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034764
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0144511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149106
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0114238
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06489
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt030092
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149106
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149106
IRS990EZ/OccupancyRentUtltsAndMaintAmt0192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Reem Rawashdeh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lee R Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah F Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessie Goodwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Horst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Randy D Jorgensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Casey Kerr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Amanda S Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Nicholas J Nevole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Past President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt074269
IRS990EZ/OtherRevenueTotalAmt043580
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To formulate and promote high standards of professional ethics in the practice of financial analysis; to educate and inform financial analysts as to techniques and standards; to hold conferences to disseminate information; and to engage in other activities proper for educational purposes.
IRS990EZ/PrintingPublicationsPostageAmt0418
IRS990EZ/ProgramServiceRevenueAmt057
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CFA Society of Nebraska was formed to promote high ethical standards in the field of financial analysis, disseminate information of mutual interest, promote a program of mutual education in the field of financial analysis, and maintain an ongoing relationship with other organizations directly or indirectly involved in financial analysis. We organized or supported fourteen meetings/conferences/events during the year, to provide education to our approximately 330 members and others in the field.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0109643
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0114238
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cfanebraska.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Functions and Meetings;43580^Total;43580^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Functions and Meetings;64783|Office Expense and Supplies;1422|Public Awareness;7995|Taxes Fees License and Misc;69^Total;74269^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Casey Kerr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04026711767
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF NEBRASKA INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0470667513
ReturnHeader/Filer/PhoneNum04027962505
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 80685
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-01T12:12:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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