Civic Intelligence

Cfa Society of Salt Lake

EIN 61-1526448 • 501(c)6 • Salt Lake City, UT

Profile

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote: ethical and professional standards within the investment industry; encourage professional development through the cfa program and continuing education; facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the cfa designation and investment industry. As one of cfa institute member societies, our society connects members to a global network of investment professionals.

299 S Main St Suite 1300 Pmb 9092Salt Lake City, UT 84111

n/A

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

22nd percentile

-20%

Higher net margin than 22% 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

48th percentile

-2.5%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

92nd percentile

65%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$299,548

Down $7,680 (-2.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$299,548

Down $7,680 (-2.5%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin22nd percentile

Revenue

Up

$147,757

Up $58,034 (+65%) from 2024

Expenses

Up

$177,093

Up $100,443 (+131%) from 2024

Net Income

Down

-$29,336

Down $42,409 (-324%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2011: $50,643Liabilities 2011: $02011Assets 2012: $56,751Liabilities 2012: $1,5942012Assets 2013: $70,594Liabilities 2013: $02013Assets 2014: $74,085Liabilities 2014: $02014Assets 2015: $77,286Liabilities 2015: $02015Assets 2016: $85,239Liabilities 2016: $02016Assets 2017: $86,982Liabilities 2017: $02017Assets 2018: $82,602Net Assets 2018: $82,6022018Assets 2019: $94,294Liabilities 2019: $0Net Assets 2019: $94,2942019Assets 2020: $147,116Liabilities 2020: $0Net Assets 2020: $147,1162020Assets 2021: $218,328Liabilities 2021: $0Net Assets 2021: $218,3282021Assets 2022: $237,335Liabilities 2022: $0Net Assets 2022: $237,3352022Assets 2023: $269,068Liabilities 2023: $0Net Assets 2023: $269,0682023Assets 2024: $307,228Liabilities 2024: $0Net Assets 2024: $307,2282024Assets 2025: $299,548Liabilities 2025: $0Net Assets 2025: $299,5482025

Highlighted filing

2025

Assets$299,548
Liabilities$0
Net Assets$299,548
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2011: $52,401Expenses 2011: $43,196Net Income 2011: $9,2052011Revenue 2012: $35,973Expenses 2012: $31,788Net Income 2012: $4,1852012Revenue 2013: $41,734Expenses 2013: $30,175Net Income 2013: $11,5592013Revenue 2014: $35,280Expenses 2014: $31,789Net Income 2014: $3,4912014Revenue 2015: $36,756Expenses 2015: $31,262Net Income 2015: $5,4942015Revenue 2016: $43,767Expenses 2016: $37,291Net Income 2016: $6,4762016Revenue 2017: $56,645Expenses 2017: $59,130Net Income 2017: -$2,4852017Revenue 2018: $62,443Expenses 2018: $63,877Net Income 2018: -$1,4342018Revenue 2019: $73,003Expenses 2019: $64,456Net Income 2019: $8,5472019Revenue 2020: $120,347Expenses 2020: $69,317Net Income 2020: $51,0302020Revenue 2021: $72,678Expenses 2021: $16,990Net Income 2021: $55,6882021Revenue 2022: $75,830Expenses 2022: $42,404Net Income 2022: $33,4262022Revenue 2023: $86,277Expenses 2023: $72,267Net Income 2023: $14,0102023Revenue 2024: $89,723Expenses 2024: $76,650Net Income 2024: $13,0732024Revenue 2025: $147,757Expenses 2025: $177,093Net Income 2025: -$29,3362025

Highlighted filing

2025

Revenue$147,757
Expenses$177,093
Net Income-$29,336
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$299,548
Liabilities
$0
Net assets
$299,548
Revenue
$147,757
Expenses
$177,093
Net income
-$29,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.48$1.77$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.90$0.77$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.86$0.72$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.76$0.42$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.73$0.17$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$1.20$0.69$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.73$0.64$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.62$0.64$0.01
2017Summary only. Only limited summary data is available for this year.$0.87$0.00$0.57$0.59$0.02
2016Summary only. Only limited summary data is available for this year.$0.85$0.00$0.44$0.37$0.06
2015Summary only. Only limited summary data is available for this year.$0.77$0.00$0.37$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$0.35$0.32$0.03
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.42$0.30$0.12
2012Summary only. Only limited summary data is available for this year.$0.57$0.02$0.36$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.52$0.43$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$147,757
Mission and Program Overview

Mission

Our mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefits of society. Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote: ethical and professional standards within the investment industry; encourage professional development through the cfa program and continuing education; facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the cfa designation and investment industry. As one of cfa institute member societies, our society connects members to a global network of investment professionals.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL EVENTS: WE TYPICALLY HOST 8 LECTURES PER YEAR. SPEAKERS COME IN FROM ALL OVER THE COUNTRY AND ARE EXPERTS IN A CERTAIN FACET OF INVESTING. BOARD MEMBERS USE PROFESSIONAL CONTACTS TO ATTRACT THE SPEAKERS. WE OCCASIONALLY REIMBURSE TRAVEL EXPENSES. CONTINUING EDUCATION: CFAI HAS INSTITUTED A VOLUNTARY CE PROGRAM AS A FRAMEWORK TO IDENTIFY, TRACK, AND REPORT EDUCATIONAL ACTIVITIES. WE SUPPORT MEMBER ACTIVITIES BY REPORTING ATTENDANCE AT THE EDUCATIONAL EVENTS TO CFAI.$0$116,581
LEADERSHIP DEVELOPMENT: WITH A ROTATING BOARD, LOCAL MEMBERS OF THE INVESTMENT COMMUNITY ARE GIVEN AN OPPORTUNITY TO SERVE AS EITHER A BOARD OR COMMITTEE MEMBER. CFAI OFFERS VARIOUS LEADERSHIP TRAINING CONFERENCES THAT ARE TYPICALLY FREE OF CHARGE TO VOLUNTEER AND OFTEN TO THE SOCIETY. CFA TEST PREP: WE OFFER A MOCK EXAM FOR CANDIDATES IN CONJUNCTION WITH KAPLAN, ON OF THE LEADING EXAM PREP COMPANIES. JOB BOARD: WE ENCOURAGE LOCAL EMPLOYERS TO INFORM US OF JOB OPPORTUNITIES. THEY ARE POSTED ON OUR WEBSITE AND INCLUDED IN E-MAILS TO MEMBERS.$0$46,100
COLLEGE RESEARCH CHALLENGE: THE CFAI RESEARCH CHALLENGE IS AN ANNUAL, GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS. THE SOCIETY PARTICIPATES EACH YEAR BY SPONSORING A COMPETITION WITH AROUND EIGHT LOCAL UNIVERSITIES. THE SOCIETY SELECTS A LOCAL, PUBLIC COMPANY, ARRANGES A MANAGEMENT MEETING, PROVIDES INVESTMENT INDUSTRY MENTORS, WORKS WITH UNIVERSITIES TO ORGANIZE TEAMS, PROVIDES GRADERS, COMPETITION JUDGES, AN AWARDS DINNER AND PRIZES.$0$14,112
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYANT KRONGARDPresidentPT$0--
KIRSTEN KELLERVice PresidentPT$0--
BROCK ADAMSTreasurer/SecretaryPT$0--
JOSH FLADEProgramming ChairPT$0--
BOBBI IVANOVAMembership ChairPT$0--
WILL HENSHAWResearch Challenege ChairPT$0--
STEVE KINDREDPast President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Salt Lake
EIN
61-1526448
Phone
8015026520
Address
299 S MAIN ST SUITE 1300 PMB 9092, SALT LAKE CITY, UT 84111

Signing Officer

Name
Bryant Krongard
Title
President
Phone
8015026520
Signed
2025-12-02

Preparer

Firm
Schafer Tschopp Whitcomb Mitchell & S
Address
541 S ORLANDO AVE SUITE 312, MAITLAND, FL 32751
Preparer
Thomas V Whitcomb
Phone
4078752760
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 7,980.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: candidate education. Amount: 61.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: educational events. Amount: 148. Description: conferences conventions, and meetings. Amount: 846. Description: staff costs. Amount: 5,064. Description: investment research competition. Amount: 7,752. Description: programming and events. Amount: 162,591. Description: general operating and office expenses. Amount: 75. Description: other expenses. Amount: 483. Description: net realized loss on investments. Amount: 133. Description: rouding error. Amount: 1. Total to form 990-ez, line 16: 177,093.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: net change in unrealized income on investments. Amount: 21,656.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments at fair market value. Beg. Of year amount: 255,011. End of year amount: 269,301.”

Raw XML Appendix144 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BROCK ADAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum08015026520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0299 S MAIN ST SUITE 1300 PMB 90922
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-29336
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0307228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0299548
IRS990EZ/GrossReceiptsAmt0147757
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07980
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071981
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0307228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0299548
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0307228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0299548
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYANT KRONGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIRSTEN KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROCK ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH FLADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOBBI IVANOVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILL HENSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVE KINDRED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAMMING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RESEARCH CHALLENEGE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0255011
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0269301
IRS990EZ/OtherChangesInNetAssetsAmt021656
IRS990EZ/OtherExpensesTotalAmt0177093
IRS990EZ/OtherRevenueTotalAmt061
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFITS OF SOCIETY. OUR SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS. CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS, WE PROMOTE: ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY; ENCOURAGE PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM AND CONTINUING EDUCATION; FACILITATE THE EXCHANGE OF INFORMATION AND OPINIONS AMONG PEOPLE WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND; WORK TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ONE OF CFA INSTITUTE MEMBER SOCIETIES, OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
IRS990EZ/ProgramServiceRevenueAmt067735
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL EVENTS: WE TYPICALLY HOST 8 LECTURES PER YEAR. SPEAKERS COME IN FROM ALL OVER THE COUNTRY AND ARE EXPERTS IN A CERTAIN FACET OF INVESTING. BOARD MEMBERS USE PROFESSIONAL CONTACTS TO ATTRACT THE SPEAKERS. WE OCCASIONALLY REIMBURSE TRAVEL EXPENSES. CONTINUING EDUCATION: CFAI HAS INSTITUTED A VOLUNTARY CE PROGRAM AS A FRAMEWORK TO IDENTIFY, TRACK, AND REPORT EDUCATIONAL ACTIVITIES. WE SUPPORT MEMBER ACTIVITIES BY REPORTING ATTENDANCE AT THE EDUCATIONAL EVENTS TO CFAI.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COLLEGE RESEARCH CHALLENGE: THE CFAI RESEARCH CHALLENGE IS AN ANNUAL, GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS. THE SOCIETY PARTICIPATES EACH YEAR BY SPONSORING A COMPETITION WITH AROUND EIGHT LOCAL UNIVERSITIES. THE SOCIETY SELECTS A LOCAL, PUBLIC COMPANY, ARRANGES A MANAGEMENT MEETING, PROVIDES INVESTMENT INDUSTRY MENTORS, WORKS WITH UNIVERSITIES TO ORGANIZE TEAMS, PROVIDES GRADERS, COMPETITION JUDGES, AN AWARDS DINNER AND PRIZES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LEADERSHIP DEVELOPMENT: WITH A ROTATING BOARD, LOCAL MEMBERS OF THE INVESTMENT COMMUNITY ARE GIVEN AN OPPORTUNITY TO SERVE AS EITHER A BOARD OR COMMITTEE MEMBER. CFAI OFFERS VARIOUS LEADERSHIP TRAINING CONFERENCES THAT ARE TYPICALLY FREE OF CHARGE TO VOLUNTEER AND OFTEN TO THE SOCIETY. CFA TEST PREP: WE OFFER A MOCK EXAM FOR CANDIDATES IN CONJUNCTION WITH KAPLAN, ON OF THE LEADING EXAM PREP COMPANIES. JOB BOARD: WE ENCOURAGE LOCAL EMPLOYERS TO INFORM US OF JOB OPPORTUNITIES. THEY ARE POSTED ON OUR WEBSITE AND INCLUDED IN E-MAILS TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114112
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt246100
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0177093
IRS990EZ/TotalProgramServiceExpensesAmt0176793
IRS990EZ/TotalRevenueAmt0147757
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 7,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CANDIDATE EDUCATION. AMOUNT: 61.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EDUCATIONAL EVENTS. AMOUNT: 148. DESCRIPTION: CONFERENCES CONVENTIONS, AND MEETINGS. AMOUNT: 846. DESCRIPTION: STAFF COSTS. AMOUNT: 5,064. DESCRIPTION: INVESTMENT RESEARCH COMPETITION. AMOUNT: 7,752. DESCRIPTION: PROGRAMMING AND EVENTS. AMOUNT: 162,591. DESCRIPTION: GENERAL OPERATING AND OFFICE EXPENSES. AMOUNT: 75. DESCRIPTION: OTHER EXPENSES. AMOUNT: 483. DESCRIPTION: NET REALIZED LOSS ON INVESTMENTS. AMOUNT: 133. DESCRIPTION: ROUDING ERROR. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 16: 177,093.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET CHANGE IN UNREALIZED INCOME ON INVESTMENTS. AMOUNT: 21,656.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS AT FAIR MARKET VALUE. BEG. OF YEAR AMOUNT: 255,011. END OF YEAR AMOUNT: 269,301.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYANT KRONGARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08015026520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF SALT LAKE
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0611526448
ReturnHeader/Filer/PhoneNum08015026520
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 S MAIN ST SUITE 1300 PMB 9092
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261472386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAFER TSCHOPP WHITCOMB MITCHELL & S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0541 S ORLANDO AVE SUITE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS V WHITCOMB
ReturnHeader/ReturnTs02025-12-02T10:10:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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