CFA Society of Madison Inc
Revenue
$105k
year to 30 June 2025
Expenses
$91k
year to 30 June 2025
Total assets
$321k
$5k liabilities
Net assets
$316k
assets less liabilities
Directors and trustees
12
5.2 years on average
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
Activity
T70
Philanthropy, voluntary services and grantmaking
CFA Society of Madison Inc's network
12 people1 organisationi12 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Charles Saunders | Board Member | 2025 | 1 yr |
| Chelsey Bishop | Vice President | 2023 | 3 yrs |
| Chirag Gandhi | Treasurer | 2025 | 1 yr |
| Chris Reed | Board Member | 2018 | 8 yrs |
| Hillary Holstein | Board Member | 2024 | 2 yrs |
| Jason Mirr | Board Member | 2018 | 8 yrs |
| Joshua Stirling | President | 2023 | 3 yrs |
| Mark Prusha | Company secretary | 2018 | 8 yrs |
| Michele Bernius | Board Member | 2021 | 5 yrs |
| Phil Hannifan | Board Member | 2018 | 8 yrs |
| Richard Baumgart | Board Member | 2024 | 2 yrs |
| Robert Beggs (also filed as Bob Beggs) | Board Member | 2018 | 8 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brenda Matthias | Executive Director | since 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Chirag Gandhi | Treasurer | 1 | $0 | ||
| Joshua Stirling | President | 1 | $0 | ||
| Chelsey Bishop | Vice President | 1 | $0 | ||
| Mark Prusha | Secretary | 1 | $0 | ||
| Phil Hannifan | Board Member | 1 | $0 | ||
| Richard Baumgart | Board Member | 1 | $0 | ||
| Bob Beggs | Board Member | 1 | $0 | ||
| Michele Bernius | Board Member | 1 | $0 | ||
| Hillary Holstein | Board Member | 1 | $0 | ||
| Jason Mirr | Board Member | 1 | $0 | ||
| Chris Reed | Board Member | 1 | $0 | ||
| Charles Saunders | Board Member | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cfa Society of Madison Inc
- EIN
- 391929703
- Address
- 3049 Bosshard Dr, Fitchburg, WI, 53711-5861
- State
- Wisconsin
- Activity (NTEE)
- T70 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 October 1999
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsChris Reed
≥8years on the filingsJason Mirr
≥8years on the filingsMark Prusha
≥8years on the filingsPhil Hannifan
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $321k
- Total liabilities
- $5k
- Net assets or fund balances
- $316k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $105k | $91k | $15k |
As filed on the IRS Form 990. US dollars.