Nonprofit · EIN 23-7078748
CFA SOCIETY OF DALLAS-FT WORTH
Tax-exempt · IRVING, TX 75039
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $684,990 | $575,280 | $109,710 | $798,575 | $0 | $798,575 |
| June 30, 2024 | 990 | $494,434 | $518,471 | -$24,037 | $675,546 | $0 | $675,546 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $650
- Program service revenue
- $651,887
- Investment income
- $32,453
- Net gain from sales of assets
- $1,201
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $213,329
- Salaries, compensation and benefits (total)
- $226,797
- Professional fundraising fees
- $0
- Accounting fees
- $14,806
- Travel
- $2,004
- Depreciation
- $438
- Program services (functional)
- $189,908
- Management and general (functional)
- $282,620
- Fundraising (functional)
- $102,752
Balance sheet and other
- Total assets, start of year
- $675,546
- Total assets, end of year
- $798,575
- Total liabilities, end of year
- $0
- Net assets, end of year
- $798,575
- Land, buildings and equipment
- $1,387
- Publicly traded securities
- $417,271
- Net assets with donor restrictions
- $798,575
- Gross receipts
- $684,990
- Employees
- 1
- Volunteers
- 30
- Year formed
- 1951
- 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 | Other / benefits |
|---|---|---|---|---|
| Lauren Minch | CEO | 40 | $203,500 | $9,829 |
| Kelly Hohertz | President Trustee or director, Officer | 2 | $0 | $0 |
| Brandon Troegle | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Kim Abmeyer | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Dan Drabinski | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Thomas Griswold | Director Trustee or director | 1 | $0 | $0 |
| Steven Hooser | Director Trustee or director | 1 | $0 | $0 |
| Rashi Poddar | Director Trustee or director | 1 | $0 | $0 |
| Lisa McDaniel | Director Trustee or director | 1 | $0 | $0 |
| Bill Thompson | Director Trustee or director | 1 | $0 | $0 |
| Phil Kendall | Director Trustee or director | 1 | $0 | $0 |
| Grant Jackson | Director Trustee or director | 1 | $0 | $0 |
| Brian Humenesky | Director Trustee or director | 1 | $0 | $0 |
| Alan Ives | Director Trustee or director | 1 | $0 | $0 |
| Jacob Spigelman | Director Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roxanna Islam | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Minch | CEO | 40 | $106,731 |
| Chris Terry | President Trustee or director, Officer | 2 | $0 |
| Paul Olschwanger | Vice President Trustee or director, Officer | 2 | $0 |
| Shashin Shah | Treasurer/Sec Trustee or director, Officer | 1 | $0 |
| Kim Abmeyer | Director Trustee or director | 1 | $0 |
| Dan Drabinski | Director Trustee or director | 1 | $0 |
| Rashi Poddar | Director Trustee or director | 1 | $0 |
| Luis Lemus | Director Trustee or director | 1 | $0 |
| Lisa McDaniel | Director Trustee or director | 1 | $0 |
| Brandon Troegle | Director Trustee or director | 1 | $0 |
| Steven Hooser | Director Trustee or director | 1 | $0 |
| Tyler Young | Director Trustee or director | 1 | $0 |
| Todd Truitt | Director Trustee or director | 1 | $0 |
| Kelly Hohertz | Director Trustee or director | 1 | $0 |
| Thomas Griswold | Director Trustee or director | 1 | $0 |
| David Lewis | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 909 LAKE CAROLYN PKWY, IRVING, TX 75039-3908
- In care of
- % J CUNNINGHAM
- Signed the 990
- Dan Drabinski, Treasurer
- Phone
- (972) 717-7107
- Website
- WWW.CFADFW.ORG
- Return prepared by
- Patrick R Winter PC
Mission
PROMOTION OF ETHICAL PRACTICES
Program accomplishments
- The organization supports numerous fund raising events during the year to promote the CFA designation and to raise monies for organization use to expand educational programs. Eight educational events and five networking events were held during the fiscal year ended June 30, 2025. Attendance ranged from 18 to 340 individuals at these events.Expenses $170,777 · revenue $369,747
- THE ORGANIZATION PROMOTES LEADERSHIP DEVELOPMENT AND STRATEGIC PLANNING OPPORTUNITIES FOR ITS MEMBERS THROUGH ITS CONFERENCES AND MEETINGS.Expenses $16,696 · revenue $18,511
- The organization publishes a podcast, maintains a web site for members providing information on upcoming events, speakers, jobs, etc., and operated a social media campaign during the year.Expenses $2,435
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
- 23-7078748
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $798,575
- Income (IRS master file)
- $684,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $684,990 | $575,280 | $798,575 | XML |
| 990 | June 2024 | $494,434 | $518,471 | $675,546 | XML |
| 990 | June 2023 | $372,752 | $409,821 | $699,583 | IRS |
| 990 | June 2022 | $362,686 | $384,497 | $736,652 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 23-7078748).
Questions about CFA SOCIETY OF DALLAS-FT WORTH
- What is the EIN of CFA SOCIETY OF DALLAS-FT WORTH?
- The employer identification number (EIN) of CFA SOCIETY OF DALLAS-FT WORTH is 23-7078748.
- Is CFA SOCIETY OF DALLAS-FT WORTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
- Are donations to CFA SOCIETY OF DALLAS-FT WORTH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF DALLAS-FT WORTH 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 DALLAS-FT WORTH 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 DALLAS-FT WORTH 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 DALLAS-FT WORTH?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $203,500 (Lauren Minch, CEO).
- How much revenue does CFA SOCIETY OF DALLAS-FT WORTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $684,990, expenses of $575,280 and total assets of $798,575 at year end.
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