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EIN 72-1621543

Cfa Society of Austin

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Austin
State
Texas
Year formed
1970
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Planned and sponsored ten educational programs of interest to financial investment management professionals to broaden their knowledge and to interact with speakers and members regarding such issues.
Total revenues
$179,033
2023
Total expenses
$175,632
2023
Total assets
$512,541
2023
Num. employees
0
2023

Program areas at Cfa Society of Austin

Planned and sponsored various 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.

Who funds Cfa Society of Austin

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$51,098

Personnel at Cfa Society of Austin

NameTitleCompensation
Jennie SandersTreasurer$0
Gabe ThornhillPresident / Treasurer / Secretary / Director$0
Courtney DunnVice President / Secretary / Director$0
Anca IonSecretary / Treasurer / Director$0
John DashtaraVice President / Treasurer$0

Financials for Cfa Society of Austin

RevenuesFYE 06/2023
Total grants, contributions, etc.$54,585
Program services$121,852
Investment income and dividends$2,596
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$179,033

Form 990s for Cfa Society of Austin

Fiscal year endingDate received by IRSFormPDF link
2022-062022-11-11990View PDF
2021-062021-11-12990EZView PDF
2020-062021-06-08990View PDF
2019-062020-01-13990EZView PDF
2018-062019-02-21990EZView PDF
...and 8 more Form 990s
Data update history
July 7, 2023
Updated personnel
Identified 7 new personnel
June 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 21, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
October 4, 2021
Posted financials
Added Form 990 for fiscal year 2020
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $55,249 from CFA Institute
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Science and technologyEducationBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
3267 Bee Cave Rd Ste 107-273
Austin, TX 78746
Metro area
Austin-Round Rock-Georgetown, TX
County
Travis County, TX
Website URL
cfasociety.org/austin/home 
Phone
(512) 784-8215
IRS details
EIN
72-1621543
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1970
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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