Civic Intelligence

Cfa Society Kansas City

EIN 82-0560661 • 501(c)6 • Overland Park, KS

Profile

Educational and informational services provided to members

10851 Mastin 1000Overland Park, KS 66210

www.cfasociety.org/KANSASCITY

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

84th percentile

22%

Higher net margin than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$3,720

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-7.0%

Faster revenue growth than 21% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$505,811

Up $59,194 (+13%) from 2024

Liabilities

Down

$0

Down $29 (-100%) from 2024

Net Assets

Up

$505,811

Up $59,223 (+13%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin84th percentile

Revenue

Down

$129,376

Down $9,718 (-7.0%) from 2024

Expenses

Down

$100,797

Down $29,446 (-23%) from 2024

Net Income

Up

$28,579

Up $19,728 (+223%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2013: $291,831Liabilities 2013: $0Net Assets 2013: $291,8312013Assets 2014: $285,949Liabilities 2014: $3,368Net Assets 2014: $282,5812014Assets 2015: $295,716Liabilities 2015: $2,014Net Assets 2015: $293,7022015Assets 2016: $302,779Liabilities 2016: $1,567Net Assets 2016: $301,2122016Assets 2017: $305,986Liabilities 2017: $8,442Net Assets 2017: $297,5442017Assets 2018: $262,434Liabilities 2018: $1,768Net Assets 2018: $260,6662018Assets 2019: $278,929Liabilities 2019: $22Net Assets 2019: $278,9072019Assets 2020: $313,181Liabilities 2020: $253Net Assets 2020: $312,9282020Assets 2021: $420,100Liabilities 2021: $21Net Assets 2021: $420,0792021Assets 2022: $425,169Liabilities 2022: $70Net Assets 2022: $425,0992022Assets 2023: $412,689Liabilities 2023: $0Net Assets 2023: $412,6892023Assets 2024: $446,617Liabilities 2024: $29Net Assets 2024: $446,5882024Assets 2025: $505,811Liabilities 2025: $0Net Assets 2025: $505,8112025

Highlighted filing

2025

Assets$505,811
Liabilities$0
Net Assets$505,811
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $132,686Expenses 2013: $99,417Net Income 2013: $33,2692013Revenue 2014: $119,672Expenses 2014: $128,922Net Income 2014: -$9,2502014Revenue 2015: $127,202Expenses 2015: $116,081Net Income 2015: $11,1212015Revenue 2016: $136,916Expenses 2016: $129,406Net Income 2016: $7,5102016Revenue 2017: $125,152Expenses 2017: $128,820Net Income 2017: -$3,6682017Revenue 2018: $102,503Expenses 2018: $139,381Net Income 2018: -$36,8782018Revenue 2019: $130,200Expenses 2019: $111,959Net Income 2019: $18,2412019Revenue 2020: $120,468Expenses 2020: $97,056Net Income 2020: $23,4122020Revenue 2021: $138,982Expenses 2021: $31,831Net Income 2021: $107,1512021Revenue 2022: $102,517Expenses 2022: $58,028Net Income 2022: $44,4892022Revenue 2023: $89,904Expenses 2023: $123,628Net Income 2023: -$33,7242023Revenue 2024: $139,094Expenses 2024: $130,243Net Income 2024: $8,8512024Revenue 2025: $129,376Expenses 2025: $100,797Net Income 2025: $28,5792025

Highlighted filing

2025

Revenue$129,376
Expenses$100,797
Net Income$28,579
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$505,811
Liabilities
$0
Net assets
$505,811
Revenue
$129,376
Expenses
$100,797
Net income
$28,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.00$5.06$1.29$1.01$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$0.00$4.47$1.39$1.30$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.90$1.24$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$1.03$0.58$0.44
2021Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$1.39$0.32$1.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$1.20$0.97$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$1.30$1.12$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.61$1.03$1.39$0.37
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.08$2.98$1.25$1.29$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.02$3.01$1.37$1.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.02$2.94$1.27$1.16$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.03$2.83$1.20$1.29$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.00$2.92$1.33$0.99$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$129,376
Mission and Program Overview

Mission

Educational and informational services provided to members

The association serves its members by providing a regional forum for the discussion of investments, economic and finance. The organization promotes high standards of expertise and conduct among investment managers and analysts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$332,746$372,568▲ $39,822
Savings and Temporary Cash Investments$96,261$100,581▲ $4,320
Cash and Non-Interest-Bearing Accounts$17,610$32,662▲ $15,052
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$446,617$505,811▲ $59,194
Other Assets Total-$0-
Liabilities
Other Liabilities$29--
Total Liabilities$29$0▼ $29
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$446,588$505,811▲ $59,223
Total Net Assets Fund Balance$446,588$505,811▲ $59,223
Total Liabilities and Net Assets / Fund Balance$446,617$505,811▲ $59,194
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Julie FronebergerAdministratorPT$3,720$3,720

Board Members and Trustees

NameTitle
James BraunsdorfPresident
Matt DennisVice President
Brooke GarciaDirector
Curt BowerDirector
Houston McConnellDirector
Mark DennisDirector
Matthew WeberDirector
Steve Cox SrDirector
Susan EscherDirector
Shannon BerrySecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$39,758
Program Service Revenue
$76,120
Investment Income
$13,498
Other Revenue
$0
All Other Contributions
$39,758
Change in Net Assets
$28,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,857
Grants and Similar Amounts Paid$4,220
Salaries, Compensation, and Employee Benefits$3,720
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$5,979
All Other Expenses---$4,874
Grants to Domestic Individuals---$4,220
Current Officers, Directors, Trustees, and Key Employees---$3,720
Fees for Services Accounting---$1,200
Total Functional Expenses$0$0$0$100,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Julie FronebergerOfficerManagement FeesNo$3,720

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the organization's administrator and board president for review. The administrator and board president review the return for proper presentation and disclosure; they suggest any changes or obtain any necessary explanations. The return is then presented to the board president for his signature and e-file authorization by signing form 8879-eo.”

Form 990, Part VI, Section C, Line 19

“Information including the organization's bylaws and policies are available upon request. Upon request a copy of the organization's tax return (form 990 and attachments) will be made available for inspection for a period of three years from the due date it is required to be filed.”

FORM 990, PART VI, SECTION A, LINE 3:

“The society delegates control over management duties to julie froneberger the association's administrator. Management fees are paid to executive services plus, llc of which julie froneberger is a owner/member.”

Filing and Contact Details

Filer

Filer Name
Cfa Society Kansas City
EIN
82-0560661
Phone
8004105408
Address
10851 Mastin 1000, OVERLAND PARK, KS 66210

Signing Officer

Name
James Braunsdorf
Title
President
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Morice List & Associates LLC
Address
8700 MANCHESTER RD, ST LOUIS, MO 63144
Preparer
Robert B Offerman
Phone
3146473005
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E - Other Expense

“Society development $4,874”

Raw XML Appendix390 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ASSOCIATION SERVES ITS MEMBERS BY PROVIDING A REGIONAL FORUM FOR THE DISCUSSION OF INVESTMENTS, ECONOMIC AND FINANCE. THE ORGANIZATION PROMOTES HIGH STANDARDS OF EXPERTISE AND CONDUCT AMONG INVESTMENT MANAGERS AND ANALYSTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt039758
IRS990/AllOtherExpensesGrp/TotalAmt04874
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JULIE FRONEBERGER
IRS990/BooksInCareOfDetail/PhoneNum09136459136
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 26285
IRS990/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd066225
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt017610
IRS990/CashNonInterestBearingGrp/EOYAmt032662
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03720
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039758
IRS990/CYGrantsAndSimilarPaidAmt04220
IRS990/CYInvestmentIncomeAmt013498
IRS990/CYOtherExpensesAmt092857
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt076120
IRS990/CYRevenuesLessExpensesAmt028579
IRS990/CYSalariesCompEmpBnftPaidAmt03720
IRS990/CYTotalExpensesAmt0100797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0129376
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE MEMBERS WITH EDUCATIONAL PROGRAMS, NETWORKING OPPORTUNITIES, AND ACCESS TO INFORMATION REGARDING INVESTMENT MARKETS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE FRONEBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm1James Braunsdorf
IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Dennis
IRS990/Form990PartVIISectionAGrp/PersonNm3Shannon Berry
IRS990/Form990PartVIISectionAGrp/PersonNm4Brooke Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm5Matthew Weber
IRS990/Form990PartVIISectionAGrp/PersonNm6Curt Bower
IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Dennis
IRS990/Form990PartVIISectionAGrp/PersonNm8Steve Cox Sr
IRS990/Form990PartVIISectionAGrp/PersonNm9Houston McConnell
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Escher
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04220
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0129376
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt013498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013498
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0332746
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0372568
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ASSOCIATION SERVES ITS MEMBERS BY PROVIDING A REGIONAL FORUM FOR THE DISCUSSION OF INVESTMENTS, ECONOMIC AND FINANCE. THE ORGANIZATION PROMOTES HIGH STANDARDS OF EXPERTISE AND CONDUCT AMONG INVESTMENT MANAGERS AND ANALYSTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0446588
IRS990/NetAssetsOrFundBalancesEOYAmt0505811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030644
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0446588
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0505811
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEETING EXPENSE
IRS990/OtherExpensesGrp/Desc1SOCIAL PROGRAMS
IRS990/OtherExpensesGrp/Desc2CFA INSTITUTE EXPENSE
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt061479
IRS990/OtherExpensesGrp/TotalAmt110464
IRS990/OtherExpensesGrp/TotalAmt28861
IRS990/OtherExpensesGrp/TotalAmt35979
IRS990/OtherLiabilitiesGrp/BOYAmt029
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/Desc0CONTINUING EDUC. PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SOCIAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3SOCIETY OUTREACH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01420
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31500
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST.
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIETY DEVELOPMENT BY FOSTERING MEMBER RELATIONSHIPS, ETHICAL STANDARDS, AND PROMOTION OF THE SOCIETY TO THE GENERAL PUBLIC.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt041910
IRS990/PYGrantsAndSimilarPaidAmt07600
IRS990/PYInvestmentIncomeAmt013476
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0117663
IRS990/PYOtherRevenueAmt0861
IRS990/PYProgramServiceRevenueAmt082847
IRS990/PYRevenuesLessExpensesAmt08851
IRS990/PYSalariesCompEmpBnftPaidAmt04980
IRS990/PYTotalExpensesAmt0130243
IRS990/PYTotalRevenueAmt0139094
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028579
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096261
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100581
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JULIE FRONEBERGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03720
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: JULIE FRONEBERGER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:MORE THAN 35% OWNER OF MANAGEMENT COMPANY(D) DESCRIPTION OF TRANSACTION: MANAGEMENT FEE
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE ORGANIZATION'S ADMINISTRATOR AND BOARD PRESIDENT FOR REVIEW. THE ADMINISTRATOR AND BOARD PRESIDENT REVIEW THE RETURN FOR PROPER PRESENTATION AND DISCLOSURE; THEY SUGGEST ANY CHANGES OR OBTAIN ANY NECESSARY EXPLANATIONS. THE RETURN IS THEN PRESENTED TO THE BOARD PRESIDENT FOR HIS SIGNATURE AND E-FILE AUTHORIZATION BY SIGNING FORM 8879-EO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990 AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIETY DEVELOPMENT $4,874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SOCIETY DELEGATES CONTROL OVER MANAGEMENT DUTIES TO JULIE FRONEBERGER THE ASSOCIATION'S ADMINISTRATOR. MANAGEMENT FEES ARE PAID TO EXECUTIVE SERVICES PLUS, LLC OF WHICH JULIE FRONEBERGER IS A OWNER/MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E - OTHER EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 3:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0446617
IRS990/TotalAssetsEOYAmt0505811
IRS990/TotalAssetsGrp/BOYAmt0446617
IRS990/TotalAssetsGrp/EOYAmt0505811
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039758
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt029
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0446588
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0505811
IRS990/TotalProgramServiceRevenueAmt076120
IRS990/TotalReportableCompFromOrgAmt03720
IRS990/TotalRevenueGrp/ExclusionAmt013498
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129376
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0446617
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0505811
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010851 Mastin 1000
IRS990/USAddress/CityNm0OVERLAND PARK
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066210
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/KANSASCITY
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Braunsdorf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY KANSAS CITY
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0820560661
ReturnHeader/Filer/PhoneNum08004105408
ReturnHeader/Filer/USAddress/AddressLine1Txt010851 Mastin 1000
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821514691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORICE LIST & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08700 MANCHESTER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063144
ReturnHeader/PreparerPersonGrp/PhoneNum03146473005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT B OFFERMAN
ReturnHeader/ReturnTs02025-09-24T13:22:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.