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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 Community Improvement & Capacity Building CFA Society of Salt Lake

CFA Society of Salt Lake

Fiscal year ending 2025. Filed on December 2, 2025.

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

CFA Society of Salt Lake (EIN: 61-1526448) has filed an IRS Form 990 since fiscal year 2018. In its fiscal year 2025 IRS Form 990 filing, CFA Society of Salt Lake, a 501(c)(6) business league, reported compensation for 7 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$147,757

Expenses

$177,093

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Brock Adams
Treasurer and Secretary
$0
Kirsten Keller
Vice President
$0
Steve Kindred
Former President
$0
Bryant Krongard
President
$0
Josh Flade
Programming Chair
$0
Bobbi Ivanova
Membership Chair
$0
Will Henshaw
Research Challenege Chair
$0

Benchmark Employee Compensation

Mission Statement

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.

Revisions to this organization profile

December 2, 2025:
2025 CFA Society of Salt Lake 990 filed
November 6, 2024:
2024 CFA Society of Salt Lake 990 filed
November 9, 2023:
2023 CFA Society of Salt Lake 990 filed

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