Cfa Society Of Dallas-Ft Worth
- Assets
- $758.5k
- Revenue
- $344.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 09/1997
- Data as of
- 06/2021
- EIN
- 23-7078748
Organization Overview
Cfa Society Of Dallas-Ft Worth is located in Dallas, TX. The organization was established in 1997. According to its NTEE Classification (S46) the organization is classified as: Boards of Trade, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Dallas-Ft Worth 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 Dallas-Ft Worth generated $344.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.4%) each year. All expenses for the organization totaled $201.0k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (11.6%) per year over the past 7 years. 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
PROMOTION OF ETHICAL PRACTICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION CONDUCTS A REVIEW AND STUDY COURSE FOR THE CHARTERED FINANCIAL ANALYST EXAM
THE ORGANIZATION USUALLY SUPPORTS NUMEROUS FUND RAISING EVENTS DURING THE YEAR TO PROMOTE THE CFA DESIGNATION AND TO RAISE MONIES FOR ORGANIZATION USE TO EXPAND EDUCATIONAL PROGRAMS. DUE TO COVID ISSUES DURING THE FISCAL YEAR ENDED JUNE 30, 2021, THE NUMBER AND TYPES OF EVENTS WERE LESS THAN PRIOR YEARS. TWO PRIMARY EVENTS WERE HELD INCLUDING THE (1) PYTHON WEBINAR AND (2) SOUTHWEST U.S. RESEARCH CHALLENGE. SEVENTEEN EVENTS WERE HELD WITH ATTENDANCE RANGING FROM 23 TO 114 PERSONS PER EVENT. IN TOTAL, 894 PERSONS ATTENDED THE SEVENTEEN EVENTS.
THE ORGANIZATION PUBLISHES A NEWSLETTER, MAINTAINS A WEB SITE FOR MEMBERS PROVIDING INFORMATION ON UPCOMING EVENTS, SPEAKERS, JOBS, ETC., AND OPERATED A SOCIAL MEDIA CAMPAIGN DURING THE YEAR
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lauren Minch President | OfficerTrustee | 1 | $0 |
Tyler Young Treasurer | OfficerTrustee | 1 | $0 |
Steven Hooser Vice President | OfficerTrustee | 1 | $0 |
Robert Mcdonald Secretary | OfficerTrustee | 1 | $0 |
Wendy Messmann Vice President | OfficerTrustee | 1 | $0 |
Paul Olschwanger Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $344,329 |
| Statement of Expenses | |
|---|---|
| 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 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 | $54,000 |
| Fees for services: Legal | $1,632 |
| Fees for services: Accounting | $6,840 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $24,000 |
| Advertising and promotion | $0 |
| Office expenses | $942 |
| Information technology | $0 |
| 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 | $106,695 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $500 |
| All other expenses | $0 |
| Total functional expenses | $201,017 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $642,466 |
| Savings and temporary cash investments | $110,597 |
| 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 | $5,400 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $758,463 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
| Net assets without donor restrictions | $0 |
| 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 |
| Total liabilities and net assets/fund balances | $758,463 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Dallas-Ft Worth has recieved totaling $100,447.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $100,447 |
Peer Organizations
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|---|---|---|
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Dairy Max Inc Grand Prairie, TX | $14,366,264 | $22,130,509 |
Dallas Momentum Inc Dallas, TX | $990,867 | $3,018,552 |
Louisiana Mid-Continent Oil And Gas Association Baton Rouge, LA | $3,182,596 | $2,634,958 |
Texas Self Storage Association Inc Round Rock, TX | $3,415,091 | $2,201,126 |
Southwest Reined Cow Horse Association Dallas, TX | $217,151 | $1,477,047 |
Usfn North Richland Hills, TX | $531,218 | $1,148,309 |
Busacc Houston, TX | $857,585 | $679,258 |
Consumer Service Alliance Of Texas Austin, TX | $32,345 | $755,252 |
New Orleans Board Of Trade Limited New Orleans, LA | $3,252,081 | $843,994 |
Corporation Of The Sun Country Section Rio Rancho, NM | $709,582 | $854,745 |
Construction Law Foundation Of Texas Austin, TX | $1,216,218 | $702,891 |