Fiscal year ending 2025. Filed on October 13, 2025.
1702 Ashlawn Lane
Waunakee, Wisconsin 53597
CFA Society of Milwaukee Inc. (EIN: 23-7072850) has filed an IRS Form 990 since fiscal year 2018. In its fiscal year 2025 IRS Form 990 filing, CFA Society of Milwaukee Inc., a 501(c)(6) business league, reported compensation for 12 employees. Among the employees shown here, the average compensation is $0.
Revenue
Expenses
Employee compensation
CFA SOCIETY OF MILWAUKEE 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.
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