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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations CFA Society Kansas City

CFA Society Kansas City

Fiscal year ending 2023. Filed on October 19, 2023.

PO Box 26285
Overland Park, Kansas 66225

CFA Society Kansas City (EIN: 82-0560661) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2023 IRS Form 990 filing, CFA Society Kansas City, a 501(c)(6) business league, reported compensation for 12 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$89,904

Expenses

$123,628

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Daniel Trgovich
Director
$0
Mark Dennis
Director
$0
Jeff Smith
Director
$0
Brooke Garcia
Director
$0
James Braunsdorf
Treasurer and Secretary
$0
Matt Dennis
Director
$0
Jason Harrison
Vice President
$0
Scott Ward
Director
$0
Justin Richter
Director
$0
Michelle Trouve
President
$0
Jenna Rose
Director
$0
Michael Orndorff
Director
$0

Benchmark Employee Compensation

Non-Employee Board Members

No board members were reported during this fiscal year.

Mission Statement

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.

Revisions to this organization profile

September 24, 2025:
2025 CFA Society Kansas City 990 filed
October 21, 2024:
2024 CFA Society Kansas City 990 filed
October 19, 2023:
2023 CFA Society Kansas City 990 filed

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