Iowa · Nonprofit
CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA
CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA (Iowa) receives grants from 1 organization whose IRS filings report $454,323 to it, the largest being CFA INSTITUTE ($454,323). 1 of them have funded it in more than one year.
- Revenue FY2025
- $233k
- Funders on record
- 1
- Grants received
- $454k
- Net assets
- $248k
What Cfa Society of Iowa Inc Dba Cfa Society Iowa does
Mission
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.
As stated on its FY2025 Form 990.
Programs
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.
$129,904 spent$95,285 earned by the program62% of program spendingHosted 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.
$50,648 spent$8,084 earned by the program24% of program spendingHosted 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.
$29,950 spentof which $8,000 as grants$4,500 earned by the program14% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $210,502.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $303k to $248k (−18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $47k → $45k.
From the IRS filings of CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA draws 100% of its grant income from funders outside Iowa, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Iowa
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
73% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA?
- CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA (Iowa) receives grants from 1 organization whose IRS filings report $454,323 to it, the largest being CFA INSTITUTE ($454,323). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA have?
- IRS filings report 1 organization giving $454,323 in grants to CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA?
- CFA INSTITUTE is the largest funder on record, with $454,323 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Iowa. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2021–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing