Cfa Society Of Houston
- Assets
- $693.0k
- Revenue
- $283.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Houston, TX
- Founding
- 07/1969
- Data as of
- 06/2021
- EIN
- 23-7004744
Organization Overview
Cfa Society Of Houston is located in Houston, TX. The organization was established in 1969. According to its NTEE Classification (J01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Employment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Houston is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2021, Cfa Society Of Houston generated $283.6k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $129.0k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
LEADING INVESTMENT PROFESSIONALS AND SERVING THE COMMUNITY BY PROVIDING EDUCATION AND PROMOTING OBJECTIVE AND INDEPENDENT THOUGHT CONSISTENT WITH THE HIGHEST ETHICAL STANDARDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BUSINESS NETWORKING ACTIVITIES
CONDUCTING EDUCATION SEMINARS AND COURSES FOR THE DEVLOPMENT OF THE MEMBERS PROFESSIONAL SKILLS
COLLEGE SCHOLARSHIPS & DONATIONS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven Sheldon Vice President | OfficerTrustee | 5 | $0 |
Giovanna Carter Secretary/treas | OfficerTrustee | 3 | $0 |
Jun Gu President | OfficerTrustee | 7 | $0 |
Lee Partridge Director | Trustee | 3 | $0 |
Jason Leder Director | Trustee | 3 | $0 |
Mahesh Desai Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $198,895 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $250 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $199,145 |
| Total Program Service Revenue | $0 |
| Investment income | $68 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $7,910 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $283,628 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $57,400 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $974 |
| Office expenses | $934 |
| Information technology | $4,306 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $2,767 |
| Total functional expenses | $128,975 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $693,016 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $693,016 |
| Accounts payable and accrued expenses | $2,400 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,400 |
| Net assets without donor restrictions | $690,616 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $693,016 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Houston has recieved totaling $77,305.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $77,305 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
New Mexico Oil & Gas Association Santa Fe, NM | $3,654,232 | $5,267,137 |
Texas International Produce Association Inc Mission, TX | $1,605,651 | $2,337,033 |
Texas Telephone Association Austin, TX | $559,709 | $833,075 |
Texas Propane Gas Association Austin, TX | $1,362,831 | $947,289 |
Association For Responsible Alternatives To Workers Compensati Austin, TX | $368,493 | $434,500 |
Cfa Society Of Houston Houston, TX | $693,016 | $283,628 |
Social Ecological Economic Development Corporation Duncan, OK | $9,980 | $0 |
South Texas Geological Society San Antonio, TX | $158,045 | $0 |
New Mexico Press Association Inc Albuquerque, NM | $164,305 | $0 |
Louisiana Flagship Coalition Baton Rouge, LA | $19,160 | $0 |