Indiana · Nonprofit
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC (Indiana) receives grants from 1 organization whose IRS filings report $340,584 to it, the largest being CFA INSTITUTE ($340,584). 1 of them have funded it in more than one year.
- Revenue FY2025
- $325k
- Funders on record
- 1
- Grants received
- $341k
- Net assets
- $265k
What Indianapolis Society of Financial Analysts Inc does
Mission
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.
As stated on its FY2025 Form 990.
Programs
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.
$76,450 spent$79,120 earned by the program50% of program spendingAt 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
$43,820 spent$29,950 earned by the program29% of program spendingOver 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.
$32,790 spent$25,120 earned by the program21% of program spendingOther program services, not described on the e-filed return.
$0 spent0% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $153,060.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 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 2021 to 2022, from $227k to $154k (−32%).
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. 1 of the last 6 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 rose $26k → $42k.
From the IRS filings of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC’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
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC draws 100% of its grant income from funders outside Indiana, 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 INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
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 Indiana
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
71% 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 INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC: 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 INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC?
- INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC (Indiana) receives grants from 1 organization whose IRS filings report $340,584 to it, the largest being CFA INSTITUTE ($340,584). 1 of them have funded it in more than one year.
- How many funders does INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC have?
- IRS filings report 1 organization giving $340,584 in grants to INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC, 1 of which have funded it in more than one year.
- Who is the largest funder of INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC?
- CFA INSTITUTE is the largest funder on record, with $340,584 in grants. The full list of funders is on this page.
- How can an organization like INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Indiana. 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 2020–2025), 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