EIN 20-3779358

CFA Society Oklahoma

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
Year formed
2014
Most recent tax filings
2024-06-01
NTEE code, primary
Description
Educational programming for Oklahoma City and Tulsa CFA members as well as an annual dinner. Education and Professional Development. Exempt purpose achievements.
Also known as...
Cfa Society of Oklahoma
Total revenues
$109,108
2024
Total expenses
$80,702
2024
Total assets
$309,339
2024
Num. employees
n/a

Personnel at CFA Society Oklahoma

NameTitleCompensation
James SavageTreasurer$0
Dan MyersVice President$0
Liu LiuPresident$0

Financials for CFA Society Oklahoma

RevenuesFYE 06/2024
Total grants, contributions, etc.$96,131
Program services$0
Membership dues$20,350
Investment income and dividends$12,977
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$109,108

Form 990s for CFA Society Oklahoma

Fiscal year endingDate received by IRSFormPDF link
2024-062024-10-10990EZView PDF
2023-062023-08-17990EZView PDF
2022-062022-11-09990EZView PDF
2019-062020-06-01990EOView PDF
Data update history
December 3, 2024
Posted financials
Added Form 990EZ for fiscal year 2024
November 27, 2024
Updated personnel
Identified 1 new personnel
October 8, 2023
Updated personnel
Identified 1 new personnel
October 7, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
September 28, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationHuman servicesChildrenBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 2694
Oklahoma City, OK 73101
Metro area
Oklahoma City, OK
County
Oklahoma County, OK
Website URL
cfasociety.org/oklahoma/pages/default.aspx 
Phone
(918) 744-0553
IRS details
EIN
20-3779358
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2014
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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