Mission
THE ASSOCIATION SERVES ITS MEMBERS BY PROVIDING A REGIONAL FORUM FOR THE DISCUSSION OF INVESTMENTS, ECONOMIC AND FINANCE. THE ORGANIZATION PROMOTES HIGH STANDARDS OF EXPERTISE AND CONDUCT AMONG INVESTMENT MANAGERS AND ANALYSTS.
Public Charity
CFA SOCIETY KANSAS CITY
Based in OVERLAND PARK, KS, CFA SOCIETY KANSAS CITY operates as a Public Charity. The organization reported $129K in revenue, $101K in expenses, $506K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $385K.
EIN: 820560661
OVERLAND PARK, KS
Latest filing: 2025
Total Revenue$129K
Total Expenses$101K
Total Assets$506K
Grant Records8
Funding Total$385K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$45,892
GEN SUPPORT
$24,948
GEN SUPPORT
$43,734
GEN SUPPORT
$37,275
GEN SUPPORT
$59,973
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Brooke Garcia
Director
Curt Bower
Director
Houston Mcconnell
President
James Braunsdorf
ADMINISTRATOR
Julie Froneberger
Director
Mark Dennis
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $129K | $101K | $506K |
| 2024 | $139K | $130K | $447K |
| 2023 | $90K | $124K | $413K |
| 2021 | $139K | $32K | $420K |
| 2020 | $120K | $97K | $313K |
Between 2020 and 2025, reported annual revenue grew from $120K to $129K (+7%), with total assets most recently reported at $506K.
Interactive year-over-year charts and full filing details available with membership.