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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
2024-06-01
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
$197,763
2024
Total expenses
$250,659
2024
Total assets
$471,553
2024
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.

Personnel at Cfa Society of Austin

NameTitleCompensation
Fraser Armstrong-WattersTreasurer$0
Jennie SandersDirector$0
Courtney DunnPresident$0
Griffin WatkinsSecretary$0
Maddie MinnagantiVice President$0
...and 2 more key personnel

Financials for Cfa Society of Austin

RevenuesFYE 06/2024
Total grants, contributions, etc.$143,383
Program services$41,300
Membership dues$91,700
Investment income and dividends$13,080
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$197,763

Form 990s for Cfa Society of Austin

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-14990EZView PDF
2023-062023-11-27990View PDF
2022-062022-11-11990View PDF
2021-062021-11-12990EZView PDF
2020-062021-06-08990View PDF
...and 10 more Form 990s
Data update history
January 15, 2025
Updated personnel
Identified 1 new personnel
February 4, 2024
Posted financials
Added Form 990 for fiscal year 2023
February 4, 2024
Updated personnel
Identified 5 new personnel
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $51,098 from CFA Institute
July 7, 2023
Updated personnel
Identified 7 new personnel
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-EZ
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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