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· Public charity
Cfa society iowa seeks to lead the investment profession in the state of iowa by promoting ethical and professional standards, encourages and facilitates professional development, and works towards broader community understanding of the cfa designation.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 100% of CFA SOCIETY OF IOWA INC’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
Your grants by size, and where they go.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Each org by its size and your share of it — top-left is where you’re load-bearing
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
Warm introductions · Powered by PlinthPro
Find your warmest path to Cfa Society of Iowa Inc through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.