Nonprofit · EIN 47-0860883
CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND
Also known as H S F A SCHOLARSHIP FUND
Tax-exempt · HOUSTON, TX 77055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $7,128 | $9,175 | -$2,047 | $214,500 | – | $214,500 |
| June 30, 2024 | 990-EZ | $2,369 | $10,450 | -$8,081 | $198,247 | – | $198,247 |
| June 30, 2023 | 990-EZ | $1,909 | $9,150 | -$7,241 | $184,520 | – | $184,520 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Investment income
- $1,264
- Net gain from sales of assets
- $4,864
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $800
- Other expenses
- $8,375
- Program services (functional)
- $8,375
Balance sheet and other
- Total assets, start of year
- $198,247
- Total assets, end of year
- $214,500
- Total liabilities, end of year
- –
- Net assets, end of year
- $214,500
- Cash, savings and investments
- $214,500
- Gross receipts
- $12,200
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 |
|---|---|---|---|
| TODD CENTURINO | PAST PRESIDENT | 2 | $0 |
| JUN GU | Director | 2 | $0 |
| LEE PARTFIDGE | Director | 2 | $0 |
| JASON LEDER | Director | 2 | $0 |
| BRIAN SHARPE | Director | 2 | $0 |
| JESSICA SEFF | Vice President | 2 | $0 |
| THOMAS SARTOR | SEC.\TREASURER | 2 | $0 |
| GIOVANNA CARTER | Director | 2 | $0 |
| STEVEN SHELDON | Director | 2 | $0 |
| JANKO TRENKOSKI | President | 2 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD CENTURINO | President | 2 | $0 |
| JUN GU | Director | 2 | $0 |
| LEE PARTFIDGE | Director | 2 | $0 |
| JASON LEDER | Director | 2 | $0 |
| BRIAN SHARPE | Director | 2 | $0 |
| JESSICA SEFF | SEC/TREASURER | 2 | $0 |
| GIOVANNA CARTER | PAST PRESIDENT | 2 | $0 |
| STEVEN SHELDON | Director | 2 | $0 |
| JANKO TRENKOSKI | Vice President | 2 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD CENTURINO | Vice President | 2 | $0 |
| JUN GU | Director | 2 | $0 |
| LEE PARTFIDGE | Director | 2 | $0 |
| JASON LEDER | Director | 2 | $0 |
| BRIAN SHARPE | Director | 2 | $0 |
| GIOVANNA CARTER | President | 2 | $0 |
| STEVEN SHELDON | SEC/TREASURER | 2 | $0 |
| JANKO TRENKOSKI | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1321 ANTOINE DR, HOUSTON, TX 77055-6942
- In care of
- % JAMES H JORDON
- Signed the 990-EZ
- JANKO TRENKOSKI, President
- Phone
- (713) 839-0808
- Website
- CFAHOUSTON.ORG
- Return prepared by
- Bruce A Sostak PC
Mission
THE ACTIVITIES CURRENTLY INCLUDE AWARDING SCHOLARSHIPS TO LOCAL UNIVERSITY STUDENTS EXPRESSING INTEREST IN A CAREER IN THE INVESTMENT DECISION-MAKING PROFESSION.
Program accomplishments
- SCHOLARSHIPS - ENHANCES THE RELATIONSHIP WITH THE ACADEMIC COMMUNITY AT TWO LOCAL UNIVERSITIES AND AWARDS SCHOLASTIC SCHOLARSHIPS TO ATTENDING STUDENTS.Expenses $8,375
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 47-0860883
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $214,500
- Income (IRS master file)
- $12,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $7,128 | $9,175 | $214,500 | IRS |
| 990-EZ | June 2024 | $2,369 | $10,450 | $198,247 | IRS |
| 990-EZ | June 2023 | $1,909 | $9,150 | $184,520 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 47-0860883).
Questions about CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND
- What is the EIN of CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND?
- The employer identification number (EIN) of CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND is 47-0860883.
- Is CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND 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 SCHOLARSHIP FUND 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 SOCIETY OF HOUSTON SCHOLARSHIP FUND?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $7,128, expenses of $9,175 and total assets of $214,500 at year end.
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