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.
Public Charity
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC
INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC, of CARMEL, IN, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $325K in revenue, $311K in expenses, $265K in total assets. 8 publicly reported grants to this organization, totaling roughly $341K, appear in IRS filings.
EIN: 237119206
CARMEL, IN
Latest filing: 2025
Total Revenue$325K
Total Expenses$311K
Total Assets$265K
Grant Records8
Funding Total$341K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$39,258
GEN SUPPORT
$42,177
GEN SUPPORT
$46,849
GEN SUPPORT
$47,833
GEN SUPPORT
$58,896
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Board Member
Adam Shaffer
Vice-President
Andrew Renz
Board Member
Chris Reckley
Board Member
Craig Maschmeyer
Board Member
David Brennan
Treasurer
David Goldberg
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $325K | $311K | $265K |
| 2024 | $300K | $246K | $245K |
| 2023 | $243K | $218K | $199K |
| 2021 | $102K | $77K | $227K |
| 2020 | $114K | $106K | $192K |
Between 2020 and 2025, reported annual revenue grew from $114K to $325K (+184%), with total assets most recently reported at $265K.
Interactive year-over-year charts and full filing details available with membership.