Indianapolis Society of Financial Analysts Inc
Public records raise at least one point you should look into before giving.
What it says it does
To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public.
- Income
- $324,891
- Spending
- $311,279
- Employees
- 0
- Volunteers
- 30
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $76,450 spent. The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members sponsors and other guests. The full-day event had speakers representing government employees investment managers and other organizational leaders.
- $43,820 spent. At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. their
- $32,790 spent. Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $14,000 to La Plaza an organization focused on the Indianapolis Latino community; the donation is for their financial literacy program.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 1971.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.