Nonprofit · EIN 20-3779358
CFA SOCIETY OF OKLAHOMA
Tax-exempt (reinstated) · OKLAHOMA CITY, OK 73101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $112,484 | $101,226 | $11,258 | $295,929 | – | $295,929 |
| June 30, 2025 | 990-EZ | $77,189 | $101,857 | -$24,668 | $284,671 | – | $284,671 |
| June 30, 2024 | 990-EZ | $109,108 | $80,702 | $28,406 | $309,339 | – | $309,339 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $74,779
- Membership dues
- $27,779
- Investment income
- $9,926
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $17,731
- Other expenses
- $83,495
Balance sheet and other
- Total assets, start of year
- $284,671
- Total assets, end of year
- $295,929
- Total liabilities, end of year
- –
- Net assets, end of year
- $295,929
- Cash, savings and investments
- $295,929
- Gross receipts
- $112,484
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Savage | President | 2 | $0 |
| Cory Robinson | Vice President | 2 | $0 |
| Clint Dishman | Treasurer | 2 | $0 |
| TingTing Jia | Secretary | 2 | $0 |
| Dan Myers | Director | 1 | $0 |
| Liu Liu | Director | 1 | $0 |
| Olena Lifset | Director | 1 | $0 |
990-EZ for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Myers | President | 2 | $0 |
| James Savage | Vice President | 2 | $0 |
| Cory Robinson | Treasurer | 2 | $0 |
| Clint Dishman | Secretary | 2 | $0 |
| Steve Wyett | Director | 1 | $0 |
| Olena Lifset | Director | 1 | $0 |
| Liu Liu | Director | 1 | $0 |
| Steve Winkler | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Liu Liu | President | 2 | $0 |
| Dan Myers | Vice President | 2 | $0 |
| James Savage | Treasurer | 2 | $0 |
| Cory Robinson | Secretary | 1 | $0 |
| Olena Lifset | Director | 1 | $0 |
| Steve Wyett | Director | 1 | $0 |
| Gregory Baum | Director | 1 | $0 |
| Steve Winkler | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2694, OKLAHOMA CITY, OK 73101-2694
- In care of
- % MARK DAGGETT
- Mailing address (990-N for 2017)
- PO Box 3627, Tulsa OK 74101
- Principal officer (990-N for 2017)
- Chas Craig, PO Box 3627, Tulsa OK 74101
- Signed the 990-EZ
- Clint Dishman, Treasurer
- Phone
- (316) 461-0849
- Return prepared by
- Lindly Tax & Bookkeeping
Mission
Education and Professional Development
Program accomplishments
- Exempt purpose achievements
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-3779358
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O52)
- Assets (IRS master file)
- $295,929
- Income (IRS master file)
- $112,484
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- February 22, 2012
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $112,484 | $101,226 | $295,929 | XML |
| 990-EZ | June 2025 | $77,189 | $101,857 | $284,671 | XML |
| 990-EZ | June 2024 | $109,108 | $80,702 | $309,339 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2017 Officer: Chas Craig | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3779358).
Questions about CFA SOCIETY OF OKLAHOMA
- What is the EIN of CFA SOCIETY OF OKLAHOMA?
- The employer identification number (EIN) of CFA SOCIETY OF OKLAHOMA is 20-3779358.
- Is CFA SOCIETY OF OKLAHOMA tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to CFA SOCIETY OF OKLAHOMA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF OKLAHOMA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF OKLAHOMA due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF OKLAHOMA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of CFA SOCIETY OF OKLAHOMA?
- The 990-N for 2017 names Chas Craig.
- Who are the officers and directors of CFA SOCIETY OF OKLAHOMA?
- The 990-EZ for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF OKLAHOMA have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $112,484, expenses of $101,226 and total assets of $295,929 at year end.
Other nonprofits in OKLAHOMA CITY
- OKLAHOMA ALLIANCE OF YMCAS INC EIN 82-0930893 · last filed 990 for 2025
- BOYS & GIRLS CLUB OF OKLAHOMA COUNTY INC EIN 73-1472202 · last filed 990 for 2025
- OKLAHOMA YOUTH EXPOSITION INC EIN 73-1620710 · last filed 990 for 2025
- POSITIVE TOMORROWS INC EIN 73-1393438 · last filed 990 for 2025
- GIRL SCOUTS WESTERN OKLAHOMA INC EIN 73-0677849 · last filed 990 for 2025
- BOY SCOUTS OF AMERICA EIN 73-0580263 · last filed 990 for 2024
- URBAN BRIDGE EIN 47-3939582 · last filed 990 for 2024
- RED RIVER COMMUNITY CORPS INC EIN 46-3341733 · last filed 990 for 2024
All nonprofits in OKLAHOMA CITY · Oklahoma · Youth development