Indianapolis Society Of Financial Analysts Inc
- Assets
- $153.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Carmel, IN
- Founding
- 09/1971
- Data as of
- 06/2022
- EIN
- 23-7119206
Organization Overview
Indianapolis Society Of Financial Analysts Inc is located in Carmel, IN. The organization was established in 1971. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Indianapolis Society Of Financial Analysts Inc is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Indianapolis Society Of Financial Analysts Inc generated $167.8k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.2% each year . All expenses for the organization totaled $232.4k during the year ending 06/2022. While expenses have increased by 25.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ashley Merder Executive Director | 10 | $40,590 | |
Jared Luegers Vice-President | 5 | $0 | |
Austin Crites Board Of Directors | 0 | $0 | |
Daniel Moudy Treasurer | 3 | $0 | |
Thomas Kaiser Treasurer | 1 | $0 | |
Sarah Schutzman Board Of Directors | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $46,211 |
| Total Program Service Revenue | $85,203 |
| Membership dues | $30,033 |
| Investment income | $628 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $5,750 |
| Total Revenue | $167,825 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $42,164 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $180,206 |
| Total expenses | $232,370 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $153,834 |
| Other assets | $0 |
| Total assets | $153,834 |
| Total liabilities | $0 |
| Net assets or fund balances | $153,834 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Indianapolis Society Of Financial Analysts Inc has recieved totaling $47,833.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $47,833 |
Peer Organizations
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|---|---|---|
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Julie Inc Joliet, IL | $17,181,914 | $10,586,687 |
International Accreditation Service Inc Country Club Hills, IL | $30,369,423 | $13,023,651 |
Better Business Bureau Of Chicago And Northern Illinois Inc Chicago, IL | $9,345,951 | $7,242,725 |
Somercor 504 Inc Chicago, IL | $3,029,721 | $5,498,037 |
Chicago Minority Supplier Development Council Inc Chicago, IL | $1,146,742 | $3,861,380 |
Sdco 2121 Belmont Inc Chicago, IL | $50,394,223 | $3,094,881 |
American Academy Of Emergency Medicine Inc Milwaukee, WI | $5,226,963 | $3,404,237 |
Better Business Bureau Of Wisconsin Inc Milwaukee, WI | $5,171,220 | $3,579,852 |
Financial & Insurance Conference Professionals Chicago, IL | $5,858,048 | $2,460,356 |
Surplus Line Association Of Illinois Chicago, IL | $9,048,277 | $3,089,072 |