Cfa Society of Iowa Inc
Public records raise at least one point you should look into before giving.
What it says it does
CFA SOCIETY IOWA SEEKS TO LEAD THE INVESTMENT PROFESSION IN THE STATE OF IOWA BY PROMOTING ETHICAL AND PROFESSIONAL STANDARS, ENCOURAGES AND FACILITATES PROFESSIONAL DEVELOPMENT, AND WORKS TOWARDS BROADER COMMUNITY UNDERSTANDING OF THE CFA DESIGNATION.
- Income
- $232,842
- Spending
- $287,677
- Employees
- 0
- Volunteers
- 9
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)
- $129,904 spent. HOSTED ONE LARGE INVESTMENT EVENT IN MAY WITH APPROXIMATELY 200 ATTENDEES. HOSTED IN-PERSON AND VIRTUAL (HYBRID) WEBINARS MONTHLY FEATURING INDUSTRY SPEAKERS WHO DISCUSSED RELEVANT TOPICS FOR INVESTMENTS. AVERAGE ATTENDANCE WAS APPROXIMATELY 40 PEOPLE PER EVENT.
- $50,648 spent. HOSTED SEVERAL NETWORKING EVENTS FOR MEMBERS AND STUDENTS SO THEY ARE ABLE TO INTERACT WITH OTHERS IN THEIR PROFESSION OR COURSE OF STUDY. ATTENDANCE RANGED FROM APPROXIMATELY 15-30 PEOPLE PER EVENT. HOSTED TWO LARGE NETWORKING GOLF OUTINGS IN JUNE WITH APPROXIMATELY 130 ATTENDEES IN TOTAL.
- $29,950 spent. HOSTED THE CFA GLOBAL INVESTMENT RESEARCH CHALLENGE FOR UNIVERSITIES IN THE REGION WITH 50 ATTENDEES. STUDENTS WERE ABLE TO PRESENT RESEARCH ON A COMPANY TO COMPETE FOR SCHOLARSHIPS AND A CHANCE AT THE GLOBAL COMPETITION.
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 February 1981.
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.