Public Charity

CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA

Based in DES MOINES, IA, CFA SOCIETY OF IOWA INC DBA CFA SOCIETY IOWA operates as a Public Charity. The organization reported $233K in revenue, $288K in expenses, $248K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $454K.

EIN: 421152989 DES MOINES, IA Latest filing: 2025
Total Revenue$233K
Total Expenses$288K
Total Assets$248K
Grant Records8
Funding Total$454K
Filing Years2021–2025

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.

Officers & Directors

DIRECTOR AT LARGE Amanda Wilson
PRESIDENT Ashley Arellano
DIRECTOR AT LARGE Cass Page
DIRECTOR AT LARGE Jacob Schulte
DIRECTOR AT LARGE Madison Lawless
TREASURER Margaret Clark

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$454,323 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $233K $288K $248K
2024 $204K $211K $303K
2023 $202K $200K $309K
2021 $131K $69K $302K

Between 2021 and 2025, reported annual revenue grew from $131K to $233K (+78%), with total assets most recently reported at $248K.

Interactive year-over-year charts and full filing details available with membership.

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