Civic Intelligence

Cfa Society Oklahoma

EIN 20-3779358 • 501(c)6 • Oklahoma City, OK

Profile

Education and Professional Development

PO Box 2694Oklahoma City, OK 73101

www.cfasociety.org/oklahoma

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

16th percentile

-32%

Higher net margin than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-8.0%

Faster asset growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$284,671

Down $24,668 (-8.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$284,671

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$77,189

Down $31,919 (-29%) from 2024

Expenses

Up

$101,857

Up $21,155 (+26%) from 2024

Net Income

Down

-$24,668

Down $53,074 (-187%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2019: $105,365Liabilities 2019: $02019Assets 2021: $242,732Liabilities 2021: $02021Assets 2022: $282,788Liabilities 2022: $0Net Assets 2022: $282,7882022Assets 2023: $280,933Net Assets 2023: $280,9332023Assets 2024: $309,339Liabilities 2024: $02024Assets 2025: $284,671Net Assets 2025: $284,6712025

Highlighted filing

2025

Assets$284,671
Liabilities-
Net Assets$284,671
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $99,218Expenses 2019: $52,581Net Income 2019: $46,6372019Revenue 2021: $78,689Expenses 2021: $17,846Net Income 2021: $60,8432021Revenue 2022: $94,257Expenses 2022: $54,202Net Income 2022: $40,0552022Revenue 2023: $104,480Expenses 2023: $106,335Net Income 2023: -$1,8552023Revenue 2024: $109,108Expenses 2024: $80,702Net Income 2024: $28,4062024Revenue 2025: $77,189Expenses 2025: $101,857Net Income 2025: -$24,6682025

Highlighted filing

2025

Revenue$77,189
Expenses$101,857
Net Income-$24,668
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,671
Liabilities
-
Net assets
$284,671
Revenue
$77,189
Expenses
$101,857
Net income
-$24,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.85$2.85$0.77$1.02$0.25
2024Summary only. Only limited summary data is available for this year.$3.09$0.00$1.09$0.81$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.81$2.81$1.04$1.06$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.94$0.54$0.40
2021Summary only. Only limited summary data is available for this year.$2.43$0.00$0.79$0.18$0.61
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$0.99$0.53$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$77,189
Mission and Program Overview

Mission

Education and Professional Development

Program Services

DescriptionGrantsExpenses
Exempt purpose achievements--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan MyersPresident-$0--
James SavageVice President-$0--
Cory RobinsonTreasurer-$0--
Clint DishmanSecretary-$0--
Steve WyettDirector-$0--
Olena LifsetDirector-$0--
Liu LiuDirector-$0--
Steve WinklerDirector-$0--
Filing and Contact Details

Filer

Filer Name
CFA Society Oklahoma
EIN
20-3779358
Phone
4052362111
Address
PO Box 2694, Oklahoma City, OK 73101

Signing Officer

Name
Cory Robinson
Title
Treasurer
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Lindly Tax & Bookkeeping
Address
201 E Mosier st, Norman, OK 73069
Preparer
Lane Lindly
Phone
4052246069
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Programming $79901”

Other Expenses.2

“Research challenge $2608”

Raw XML Appendix129 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cory Robinson
IRS990EZ/BooksInCareOfDetail/PhoneNum04052362111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 Robert S Kerr Ste 510
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0309339
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0284671
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037032
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24668
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019348
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0309339
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0284671
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt077189
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012084
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt028073
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0309339
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0284671
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0309339
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0284671
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dan Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Savage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cory Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Clint Dishman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Steve Wyett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Olena Lifset
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Liu Liu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Steve Winkler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and Professional Development
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Exempt purpose achievements
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0101857
IRS990EZ/TotalRevenueAmt077189
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Non-profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.cfasociety.org/oklahoma/
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programming $79901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Research challenge $2608
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cory Robinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society Oklahoma
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0203779358
ReturnHeader/Filer/PhoneNum04052362111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2694
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lindly Tax & Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E Mosier st
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04052246069
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lane Lindly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-11T11:15:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits