Nonprofit · EIN 23-7004744
CFA SOCIETY OF HOUSTON
Tax-exempt · HOUSTON, TX 77055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $303,228 | $307,139 | -$3,911 | $662,632 | $551 | $662,081 |
| June 30, 2024 | 990 | $294,759 | $270,180 | $24,579 | $665,990 | $0 | $665,990 |
| June 30, 2023 | 990 | $253,332 | $319,835 | -$66,503 | $641,411 | $0 | $641,411 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $268,149
- Membership dues
- $189,849
- Program service revenue
- $0
- Investment income
- $31,096
- Net income from fundraising events
- -$48,467
- Other revenue
- $3,983
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Travel
- $11,463
- Program services (functional)
- $262,056
- Management and general (functional)
- $45,083
Balance sheet and other
- Total assets, start of year
- $665,990
- Total assets, end of year
- $662,632
- Total liabilities, end of year
- $551
- Net assets, end of year
- $662,081
- Net assets without donor restrictions
- $662,081
- Gross receipts
- $364,242
- Employees
- 0
- Year formed
- 1970
- State of legal domicile
- TX
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS SARTOR | SEC./TREASURER Trustee or director | 3 | $0 |
| GIOVANNA CARTER | Director Trustee or director, Officer | 3 | $0 |
| JESSICA SEFF | Vice President Trustee or director | 3 | $0 |
| TODD CENTURINO | PAST PRESIDENT Trustee or director | 3 | $0 |
| BRIAN SHARPE | Director Trustee or director | 3 | $0 |
| STEVEN SHELDON | Director Trustee or director, Officer | 3 | $0 |
| JASON LEDER | Director Trustee or director | 3 | $0 |
| LEE PARTRIDGE | Director Trustee or director | 3 | $0 |
| JUN GU | Director Trustee or director | 3 | $0 |
| JANKO TRENKOSKI | President Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GIOVANNA CARTER | PAST PRESIDENT Trustee or director, Officer | 3 | $0 |
| JESSICA SEFF | SEC/TREASURER Trustee or director | 3 | $0 |
| TODD CENTURINO | President Trustee or director | 3 | $0 |
| BRIAN SHARPE | Director Trustee or director | 3 | $0 |
| STEVEN SHELDON | Director Trustee or director, Officer | 3 | $0 |
| JASON LEDER | Director Trustee or director | 3 | $0 |
| LEE PARTRIDGE | Director Trustee or director | 3 | $0 |
| JUN GU | Director Trustee or director | 3 | $0 |
| JANKO TRENKOSKI | SEC/TREASURER Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GIOVANNA CARTER | President Trustee or director, Officer | 3 | $0 |
| CLARK BLACKMAN II | Director Trustee or director | 3 | $0 |
| TODD CENTURINO | Vice President Trustee or director | 3 | $0 |
| BRIAN SHARPE | Director Trustee or director | 3 | $0 |
| JORDAN O'DONNELL | Director Trustee or director | 3 | $0 |
| STEVEN SHELDON | Director Trustee or director, Officer | 3 | $0 |
| JASON LEDER | Director Trustee or director | 3 | $0 |
| LEE PARTRIDGE | Director Trustee or director | 3 | $0 |
| JUN GU | Director Trustee or director | 3 | $0 |
| JANKO TRENKOSKI | SEC/TREASURER Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1321 ANTOINE DR, HOUSTON, TX 77055-6942
- In care of
- % RON STAPLETON CFA
- Signed the 990
- JANKO TRENKOSKI, President
- Phone
- (713) 839-0808
- Website
- cfasociety.org/houston
- Return prepared by
- Bruce A Sostak PC
Mission
LEADING INVESTMENT PROFESSIONALS AND SERVING THE COMMUNITY BY PROVIDING EDUCATION AND PROMOTING OBJECTIVE AND INDEPENDENT THOUGHT CONSISTENT WITH THE HIGHEST ETHICAL STANDARDS.
Program accomplishments
- CONDUCTING EDUCATION SEMINARS AND COURSES FOR THE DEVLOPMENT OF THE MEMBERS PROFESSIONAL SKILLS
- COLLEGE SCHOLARSHIPS & DONATIONS
- BUSINESS NETWORKING ACTIVITIES
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7004744
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $662,632
- Income (IRS master file)
- $364,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $303,228 | $307,139 | $662,632 | XML |
| 990 | June 2024 | $294,759 | $270,180 | $665,990 | IRS |
| 990 | June 2023 | $253,332 | $319,835 | $641,411 | XML |
| 990 | June 2022 | $269,663 | $250,295 | $709,984 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 23-7004744).
Questions about CFA SOCIETY OF HOUSTON
- What is the EIN of CFA SOCIETY OF HOUSTON?
- The employer identification number (EIN) of CFA SOCIETY OF HOUSTON is 23-7004744.
- Is CFA SOCIETY OF HOUSTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to CFA SOCIETY OF HOUSTON tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF HOUSTON 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 HOUSTON due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF HOUSTON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETY OF HOUSTON?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF HOUSTON have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $303,228, expenses of $307,139 and total assets of $662,632 at year end.
Other nonprofits in HOUSTON
- MEMORIAL HERMANN HEALTH SYSTEM EIN 74-1152597 · last filed 990 for 2025
- METHODIST HOSPITAL GROUP EIN 35-2410801 · last filed 990 for 2024
- THE METHODIST HOSPITAL EIN 74-1180155 · last filed 990 for 2024
- BAYLOR COLLEGE OF MEDICINE EIN 74-1613878 · last filed 990 for 2025
- COMMUNITY HEALTH CHOICE TEXAS INC EIN 81-4077507 · last filed 990 for 2022
- WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 · last filed 990 for 2025
- COMMUNITY HEALTH CHOICE INC EIN 76-0495152 · last filed 990 for 2022
- BAKERRIPLEY EIN 23-7062976 · last filed 990 for 2024