Small Public Charity

CFA SOCIETY OF NEBRASKA INC

CFA SOCIETY OF NEBRASKA INC is a Small Public Charity headquartered in Lincoln, NE. Financial data from the 2025 filing: $114K revenue, $110K expenses, $149K total assets. 8 publicly reported grants to this organization, totaling roughly $347K, appear in IRS filings.

EIN: 470667513 Lincoln, NE Latest filing: 2025
Total Revenue$114K
Total Expenses$110K
Total Assets$149K
Grant Records8
Funding Total$347K
Filing Years2023–2025

Mission

To formulate and promote high standards of professional ethics in the practice of financial analysis; to educate and inform financial analysts as to techniques and standards; to hold conferences to disseminate information; and to engage in other activities proper for educational purposes.

Officers & Directors

Director Amanda S Wilson
Director Casey Kerr
Treasurer Jessie Goodwin
Vice President Lee R Martin
Past President Nicholas J Nevole
Director Randy D Jorgensen

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$346,513 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $114K $110K $149K
2024 $113K $105K $145K
2023 $111K $93K $137K

Between 2023 and 2025, reported annual revenue grew from $111K to $114K (+3%), with total assets most recently reported at $149K.

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

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