Nonprofit · EIN 45-4833185
CFA SOCIETIES OF TEXAS
Tax-exempt (reinstated) · DRIFTWOOD, TX 78619
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $52,614 | $58,004 | -$5,390 | $125,549 | – | $125,549 |
| June 30, 2024 | 990-EZ | $123,067 | $102,740 | $20,327 | $130,939 | – | $130,939 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Program service revenue
- $47,723
- Investment income
- $4,891
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $35,200
- Printing, publications and postage
- $190
- Other expenses
- $22,614
- Program services (functional)
- $27,755
Balance sheet and other
- Total assets, start of year
- $130,939
- Total assets, end of year
- $125,549
- Total liabilities, end of year
- –
- Net assets, end of year
- $125,549
- Cash, savings and investments
- $125,549
- Gross receipts
- $52,614
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN LINCOLN | Treasurer | 1 | $0 |
| GIOVANNA CARTER | Chairman | 1 | $0 |
| GABE THORNHILL | Director | 1 | $0 |
| LISA MCDANIEL | Director | 1 | $0 |
| BRANDON TROEGLE | Director | 1 | $0 |
| TODD CENTURINO | Director | 1 | $0 |
| LELA DUNLAP | Director | 1 | $0 |
| CHRISTOPHER LOOP | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN LINCOLN | Treasurer | 1 | $0 |
| GIOVANNA CARTER | Chairman | 1 | $0 |
| GABE THORNHILL | Director | 1 | $0 |
| STEVEN SHELDON | Director | 1 | $0 |
| MICHAEL BRELL | Director | 1 | $0 |
| TODD TRUITT | Director | 1 | $0 |
| KIM ABMEYER | Director | 1 | $0 |
| MICHAEL MCCLENNY | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 416 CANNA LILY CIR, DRIFTWOOD, TX 78619-5761
- Signed the 990-EZ
- KEVIN LINCOLN, Treasurer
- Phone
- (210) 626-7499
- Website
- WWW.CFASOCIETY.ORG
- Return prepared by
- W A Vandiver & Company
Mission
THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Program accomplishments
- AN IMPORTANT PURPOSE OF THE ORGANIZATION IS TO HOLD RELEVANT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE LARGER INVESTMENT COMMUNITY ON CURRENT TOPICS OF INTEREST. DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) NORTH AND SOUTH TEXAS CFA INVESTMENT RESEARCH CHALLENGE - AN EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICLY TRADED COMPANY. NINETY STUDENTS COMPETED IN THIS CHALLENGE. TEN TEAMS PARTICIPATED IN THE FINAL ROUND OF THE CHALLENGE. THESE FINALS WERE ATTENDED BY 72 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES.2) CFA SOCIETIES TEXAS LEADERSHIP CONFERENCE - A 2 DAY CONFERENCE ATTENDED BY MORE THAN 50 SOCIETY BOARD AND COMMITTEE MEMBERS FROM THE FOUR TEXAS CFA SOCIETIES (AUSTIN, DALLAS-FORT WORTH, HOUSTON, AND SAN ANTONIO) TO SHARE BEST PRACTICES, DISCUSS STRATEGIES, GOALS, GOVERNANCE, AND COLLABORATE ON EDUCATIONAL PROGRAMMING, IN ORDER TO DELIVER HIGH QUALITY PROGRAMS FOCUSED ON KEY TOPICS OF INTEREST TO THEIR MEMBERS, FINANCIAL AND INVESTMENT MANAGEMENT PROFESSIONALS THROUGHOUT TEXAS.Expenses $17,945
- TO SUPPORT THE CFA SOCIETIES IN TEXAS AND THEIR TOTAL COMBINED MEMBERSHIP WITH SYNERGISTIC ACTIVITIES IN THE AREAS OF PROGRAMMING, CAREER DEVELOPMENT, PUBLIC AWARENESS AND ADMINISTRATION.Expenses $6,900
- TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES.Expenses $2,910
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-4833185
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S40)
- Assets (IRS master file)
- $125,549
- Income (IRS master file)
- $52,614
Revocation and reinstatement
- Exemption revoked
- November 15, 2013
- Posted by the IRS
- March 14, 2016
- Reinstated
- Effective November 15, 2014
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 2025 | $52,614 | $58,004 | $125,549 | IRS |
| 990-EZ | June 2024 | $123,067 | $102,740 | $130,939 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | 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 45-4833185).
Questions about CFA SOCIETIES OF TEXAS
- What is the EIN of CFA SOCIETIES OF TEXAS?
- The employer identification number (EIN) of CFA SOCIETIES OF TEXAS is 45-4833185.
- Is CFA SOCIETIES OF TEXAS tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2013 and reinstated it effective November 15, 2014.
- Are donations to CFA SOCIETIES OF TEXAS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETIES OF TEXAS 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 SOCIETIES OF TEXAS 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 SOCIETIES OF TEXAS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETIES OF TEXAS?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETIES OF TEXAS have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $52,614, expenses of $58,004 and total assets of $125,549 at year end.
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All nonprofits in DRIFTWOOD · Texas · Community improvement and capacity building