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THE CFA SOCIETY OF LOUISVILLE, INC.

Company Details

Name: THE CFA SOCIETY OF LOUISVILLE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 02 Oct 1996 (29 years ago)
Organization Date: 02 Oct 1996 (29 years ago)
Last Annual Report: 25 Apr 2024 (a year ago)
Organization Number: 0422189
Industry: Membership Organizations
Number of Employees: Small (0-19)
ZIP code: 40232
City: Louisville
Primary County: Jefferson County
Principal Office: Keith Blakely, PO Box 32890, LOUISVILLE, KY 40232
Place of Formation: KENTUCKY

Treasurer

Name Role
Joseph Mayfield Treasurer

Secretary

Name Role
Rob Robertson Secretary

Vice President

Name Role
R Christopher Meng Vice President

President

Name Role
Keith Blakely President

Director

Name Role
TODD PARKER LOWE Director
Rob Robertson Director
Joseph Mayfield Director
Spencer Joyce Director
Donald Hunter Director
Zachary Taylor Director
Keith Blakely Director
R Christopher Meng Director
WALLACE H DUNBAR JR Director
J TODD TAYLOR Director

Incorporator

Name Role
R CRAIG WALKER Incorporator
WALLACE H DUNBAR JR Incorporator
MICK O'NEIL Incorporator
CHRIS TOBE Incorporator
J TODD TAYLOR Incorporator
TODD PARKER LOWE Incorporator

Registered Agent

Name Role
Rob Robertson Registered Agent

Former Company Names

Name Action
LOUISVILLE SOCIETY OF FINANCIAL ANALYSTS, INC. Old Name

Assumed Names

Name Status Expiration Date
CFA SOCIETY LOUISVILLE Inactive 2018-11-22

Filings

Name File Date
Annual Report 2024-04-25
Principal Office Address Change 2024-04-25
Annual Report 2023-06-15
Annual Report 2023-06-15
Registered Agent name/address change 2023-06-15
Registered Agent name/address change 2023-06-15
Principal Office Address Change 2023-06-15
Principal Office Address Change 2023-06-15
Annual Report 2022-06-28
Annual Report 2021-06-03

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
90-0838184 Corporation Unconditional Exemption PO BOX 5502, LOUISVILLE, KY, 40255-0502 2014-09
In Care of Name % ROB ROBERTSON
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-08
Asset 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Aug
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities -
Sort Name -

Determination Letter

Final Letter(s) FinalLetter_90-0838184_CFASOCIETYOFLOUISVILLE_02222014.tif

Form 990-N (e-Postcard)

Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Year 2022
Beginning of tax period 2022-09-01
End of tax period 2023-08-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO Box 5502, Louisville, KY, 40255, US
Principal Officer's Name Joseph Ross Mayfield
Principal Officer's Address 7603 Norbourne Avenue, Louisville, KY, 40222, US
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Year 2011
Beginning of tax period 2011-09-01
End of tax period 2012-08-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 312 Sage Road, Louisville, KY, 40207, US
Principal Officer's Name Andrew McIntosh
Principal Officer's Address 462 South Fourth Street Suite 1600, Louisville, KY, 40202, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 202208
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 202108
Filing Type E
Return Type 990EO
File View File
Organization Name C F A SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 202008
Filing Type P
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 201908
Filing Type P
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 201808
Filing Type P
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 201708
Filing Type P
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF LOUISVILLE
EIN 90-0838184
Tax Period 201608
Filing Type P
Return Type 990EO
File View File

Sources: Kentucky Secretary of State