Cfa Society Of Austin
- Assets
- $509.0k
- Revenue
- $192.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Austin, TX
- Founding
- 11/2007
- Data as of
- 06/2022
- EIN
- 72-1621543
Organization Overview
Cfa Society Of Austin is located in Austin, TX. The organization was established in 2007. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, 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 Austin 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 06/2022, Cfa Society Of Austin generated $192.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $83.4k during the year ending 06/2022. 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PLANNED AND SPONSORED TWELVE 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, HIRING AND RECRUITING, CRYPTO MARKETS AND BLOCKCHAIN DISCUSSIONS,INVESTING IN NON-CORRELATED ASSETS,INVESTING IN FIXED-INCOME ASSETS,INVESTING AMID UNCERTAIN INFLATION, THE ECONOMIC OUTLOOK FOR AUSTIN, TX, AND SEMI-CONDUCTOR SUPPLY CHAIN ISSUES. ATTENDANCE AT SUCH MEETINGS (INCLUDING VIRTUAL ATTENDEES) RANGED FROM 42 TO 194.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gabe Thornhill President | OfficerTrustee | 1 | $0 |
Anca Ion Secretary | OfficerTrustee | 1 | $0 |
Courtney Dunn Vice President | OfficerTrustee | 1 | $0 |
Jennie Sanders Treasurer | OfficerTrustee | 1 | $0 |
Ryann Marotta Director | Trustee | 0.25 | $0 |
Maddie Minnaganti Director | Trustee | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $50,447 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $50,447 |
| Total Program Service Revenue | $142,002 |
| Investment income | $431 |
| 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 | $192,880 |
| 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 | $24,235 |
| 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 | $4,824 |
| Office expenses | $0 |
| Information technology | $6,502 |
| 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 | $44,701 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $48 |
| Total functional expenses | $83,430 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $398,073 |
| Savings and temporary cash investments | $105,874 |
| 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 | $5,079 |
| 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 | $509,026 |
| 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 | $509,026 |
| 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 | $509,026 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society Of Austin has recieved totaling $55,231.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $55,231 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Brazos Pilots Association Freeport, TX | $5,263,034 | $10,473,577 |
American Agape Foundation Inc San Antonio, TX | $56,717,465 | $7,832,495 |
Salesmanship Club Of Dallas Dallas, TX | $14,081,869 | $8,485,267 |
United Brotherhood Of Carpenters And Joiners Of America Metairie, LA | $27,400,853 | $8,587,017 |
Texas Oil And Gas Association Inc Austin, TX | $10,912,231 | $6,947,737 |
American Agape Foundation Inc San Antonio, TX | $30,797,369 | $7,152,363 |
American Payroll Institute Inc San Antonio, TX | $40,803,179 | $11,952,321 |
American Concrete Pipe Association Irving, TX | $3,273,798 | $7,015,409 |
Texas Society Of Certified Public Accountants Addison, TX | $14,362,977 | $7,206,756 |
Salesmanship Club Foundation Dallas, TX | $158,358,007 | $4,239,483 |
American Fire Sprinkler Association Inc Dallas, TX | $8,235,179 | $6,322,612 |
Professional Retail Store Maintenance Association Irving, TX | $6,167,916 | $5,149,487 |