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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 63-1064381

CFA SOCIETY OF ALABAMA INC

Also known as CFA

Tax-exempt · BIRMINGHAM, AL 35209

Financials

$94K$89K2023$70K$64K2024
Revenue Expenses · by fiscal year end
Financials of CFA SOCIETY OF ALABAMA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$70,445$64,239$6,206$86,373$0$86,373
June 30, 2024990-EZ$93,865$89,199$4,666$80,167$0$80,167
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$46,859
Program service revenue
$23,586

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$8,875
Professional fees and payments to contractors
$825
Other expenses
$54,539
Program services (functional)
$64,239

Balance sheet and other

Total assets, start of year
$80,167
Total assets, end of year
$86,373
Total liabilities, end of year
$0
Net assets, end of year
$86,373
Cash, savings and investments
$86,373
Gross receipts
$70,445

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.

NameTitleHours / weekCompensation
VALLERY N BROWN CFAPRESIDENT3$0
IVAN TRUSS CFAVICE PRESIDENT1$0
ADRIAN HUGHES CFASECRETARY1$0
STEVEN ELSEROAD CFATREASURER1$0
MICHAEL D ANDERSON CFADIRECTOR1$0
SANTOSH SINGH CFADIRECTOR1$0
TREY CARTLEDGE CFADIRECTOR1$0
JUSTIN MAYFIELD CFADIRECTOR1$0
STEPHEN DANIELS CFADIRECTOR1$0
JUSTIN T OGLETREE CFADIRECTOR1$0
DR ROBERT BROOKS CFADIRECTOR1$0
990-EZ for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
VALLERY N BROWN CFAPRESIDENT3$0
IVAN TRUSS CFAVICE PRESIDENT1$0
ADRIAN HUGHES CFASECRETARY1$0
STEVEN ELSEROAD CFATREASURER1$0
MICHAEL D ANDERSON CFADIRECTOR1$0
SANTOSH SINGH CFADIRECTOR1$0
TREY CARTLEDGE CFADIRECTOR1$0
JUSTIN MAYFIELD CFADIRECTOR1$0
STEPHEN DANIELS CFADIRECTOR1$0
JUSTIN T OGLETREE CFADIRECTOR1$0
DR ROBERT BROOKS CFADIRECTOR1$0

Address and contacts

Address (IRS master file)
2712 18TH PLACE SOUTH, BIRMINGHAM, AL 35209-1910
Signed the 990-EZ
IVAN TRUSS CFA, PRESIDENT
Phone
(800) 247-8132
Return prepared by
ML GRIFFITH CPA LLC

Mission

THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE PROFESSIONAL GOALS AND PROFESSIONAL DEVELOPMENT OF PERSONS IN THE STATE OF ALABAMA WHO ARE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS, TEACHING THE PRACTICE OF FINANCIAL ANALYSIS, OR SUPERVISING THOSE ENGAGED IN THE PRACTICE OF FINANCIAL ANALYSIS AND PROVIDE EDUCATION ABOUT, ENCOURAGE ADHERENCE TO, AND ENFORCE COMPLIANCE WITH THE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT OF THE ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL AND NETWORKING EVENTS FOR LOCAL INVESTMENT PROFESSIONALS
    Expenses $60,874
  • TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES
    Expenses $3,365

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for CFA SOCIETY OF ALABAMA INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
63-1064381
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$86,373
Income (IRS master file)
$70,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$70,445$64,239$86,373XML
990-EZJune 2024$93,865$89,199$80,167XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 63-1064381).

Questions about CFA SOCIETY OF ALABAMA INC

What is the EIN of CFA SOCIETY OF ALABAMA INC?
The employer identification number (EIN) of CFA SOCIETY OF ALABAMA INC is 63-1064381.
Is CFA SOCIETY OF ALABAMA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2018.
Are donations to CFA SOCIETY OF ALABAMA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA SOCIETY OF ALABAMA INC 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 ALABAMA INC 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 ALABAMA INC 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 ALABAMA INC?
The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does CFA SOCIETY OF ALABAMA INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $70,445, expenses of $64,239 and total assets of $86,373 at year end.

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