Nonprofit · EIN 72-1621543
CFA SOCIETY OF AUSTIN
Tax-exempt · AUSTIN, TX 78746
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $265,350 | $283,138 | -$17,788 | $459,110 | $17,367 | $441,743 |
| June 30, 2024 | 990-EZ | $197,763 | $250,659 | -$52,896 | $471,553 | $12,022 | $459,531 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $38,936
- Program service revenue
- $208,042
- Investment income
- $18,372
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $69,407
- Salaries, compensation and benefits (total)
- $69,407
- Professional fundraising fees
- $0
- Travel
- $204
- Program services (functional)
- $184,468
- Management and general (functional)
- $98,670
Balance sheet and other
- Total assets, start of year
- $471,553
- Total assets, end of year
- $459,110
- Total liabilities, end of year
- $17,367
- Net assets, end of year
- $441,743
- Publicly traded securities
- $414,476
- Net assets without donor restrictions
- $441,743
- Gross receipts
- $265,350
- 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 |
|---|---|---|---|
| MADDIE MINNAGANTI | President Trustee or director, Officer | 1 | $0 |
| GABE THORNHILL | Director Trustee or director | 0.25 | $0 |
| KEVIN LINCOLN | Director Trustee or director | 0.25 | $0 |
| PANAYIOTIS LAMBROPOULOS | Director Trustee or director | 0.25 | $0 |
| JACK MCDOWELL | Vice President Trustee or director, Officer | 0.25 | $0 |
| COURTNEY DUNN | Director Trustee or director | 0.25 | $0 |
| ANDREW MOORE | Director Trustee or director | 0.25 | $0 |
| NICK BALLARD | Secretary Trustee or director, Officer | 0.25 | $0 |
| THOMAS VILLALTA | Director Trustee or director | 0.25 | $0 |
| GRIFFIN WATKINS | Director Trustee or director | 0.25 | $0 |
| FRASER ARMSTRONG-WATTERS | Treasurer Trustee or director, Officer | 1 | $0 |
| IAN OLDHAM | Director Trustee or director | 0.25 | $0 |
| DANIEL JUDD | Director Trustee or director | 0.25 | $0 |
| JEFF DEKLOTZ | Director Trustee or director | 0.25 | $0 |
990-EZ for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYANN MAROTTA | Director | 0.25 | $0 |
| MADDIE MINNAGANTI | Vice President | 0.25 | $0 |
| GABE THORNHILL | Director | 1 | $0 |
| KEVIN LINCOLN | Director | 0.25 | $0 |
| PANAYIOTIS LAMBROPOULOS | Director | 0.25 | $0 |
| JACK MCDOWELL | Director | 0.25 | $0 |
| COURTNEY DUNN | President | 1 | $0 |
| ANDREW MOORE | Director | 1 | $0 |
| NICK BALLARD | Director | 0.25 | $0 |
| THOMAS VILLALTA | Director | 0.25 | $0 |
| JENNIE SANDERS | Director | 0.25 | $0 |
| GRIFFIN WATKINS | Secretary | 0.25 | $0 |
| FRASER ARMSTRONG-WATTERS | Treasurer | 1 | $0 |
| KENNETH PRICE | Director | 0.25 | $0 |
| IAN OLDHAM | Director | 0.25 | $0 |
| DANIEL JUDD | Director | 0.25 | $0 |
| JEFF DEKLOTZ | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 3267 BEE CAVES RD STE 107 PMB 273, AUSTIN, TX 78746-6773
- In care of
- % KEVIN LINCOLN CFA
- Signed the 990
- FRASER ARMSTRONG-WATTERS, Treasurer
- Phone
- (512) 784-8215
- Website
- www.cfaaustin.org
- Return prepared by
- W A Vandiver & Company
Mission
THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Program accomplishments
- ANNUAL DINNER WITH INSPIRATIONAL SPEAKER AND 316 IN ATTENDANCEExpenses $67,236 · revenue $74,240
- PLANNED AND SPONSORED TEN MONTHLY LUNCHEONS WITH EDUCATIONAL PROGRAMS OF INTEREST TO FINANCIAL INVESTMENT MANAGEMENT PROFESSIONALS TO BROADEN THEIR KNOWLEDGE AND TO INTERACT WITH SPEAKERS AND MEMBERS REGARDING SUCH ISSUES. TOPICS INCLUDED INVESTING, FINANCIAL MARKETS AND FACTORS AFFECTING THE ECONOMY. ATTENDANCE AT SUCH FUNCTIONS RANGED FROM 20 TO 70 PERSONS.Expenses $53,580
- THE CHARTERHOLDER DINNER WITH INSPIRATIONAL SPEAKER WAS HELD DECEMBER 5, 2024Expenses $12,629
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-EZ on file |
IRS record
- EIN
- 72-1621543
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $459,110
- Income (IRS master file)
- $265,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $265,350 | $283,138 | $459,110 | XML |
| 990-EZ | June 2024 | $197,763 | $250,659 | $471,553 | XML |
| 990 | June 2023 | $179,033 | $175,632 | $512,541 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 72-1621543).
Questions about CFA SOCIETY OF AUSTIN
- What is the EIN of CFA SOCIETY OF AUSTIN?
- The employer identification number (EIN) of CFA SOCIETY OF AUSTIN is 72-1621543.
- Is CFA SOCIETY OF AUSTIN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2007.
- Are donations to CFA SOCIETY OF AUSTIN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF AUSTIN 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 AUSTIN 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 AUSTIN 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 AUSTIN?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF AUSTIN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $265,350, expenses of $283,138 and total assets of $459,110 at year end.
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All nonprofits in AUSTIN · Texas · Community improvement and capacity building