Civic Intelligence

Cfa Society of Oklahoma

990EZ • Fiscal year 2024 • EIN 20-3779358

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 19, 2024

Organization Profilewww.cfasociety.org/oklahoma
PO Box 2694Oklahoma City, OK 73101

(918) 744-0553

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

87th percentile

26%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2024 filings • 501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

4.4%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$309,339

Flat from 2024

Net Assets

$309,339

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Flat

$109,108

Flat from 2024

Expenses

Flat

$80,702

Flat from 2024

Net Income

Flat

$28,406

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $309,339Net Assets 2024: $309,3392024Assets 2024: $309,339Liabilities 2024: $02024Assets 2025: $284,671Net Assets 2025: $284,6712025

Highlighted filing

2024

Assets$309,339
Liabilities-
Net Assets$309,339
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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 2024: $109,108Expenses 2024: $80,702Net Income 2024: $28,4062024Revenue 2025: $77,189Expenses 2025: $101,857Net Income 2025: -$24,6682025

Highlighted filing

2024

Revenue$109,108
Expenses$80,702
Net Income$28,406
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.1
Gross Receipts
$109,108
Mission and Program Overview

Mission

Education and Professional Development

Program Services

DescriptionGrantsExpenses
Exempt purpose achievements--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liu LiuPresident-$0--
Dan MyersVice President-$0--
James SavageTreasurer-$0--
Cory RobinsonSecretary-$0--
Olena LifsetDirector-$0--
Steve WyettDirector-$0--
Gregory BaumDirector-$0--
Steve WinklerDirector-$0--
Filing and Contact Details

Filer

Filer Name
CFA Society Oklahoma
EIN
20-3779358
Phone
9187440553
Address
PO Box 2694, Oklahoma City, OK 73101

Signing Officer

Name
James Savage
Title
Treasurer
Signed
2024-09-19
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 $64009”

Other Expenses.2

“General operating $1080”

Raw XML Appendix130 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/PersonNm0James Savage
IRS990EZ/BooksInCareOfDetail/PhoneNum09187440553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06120 S Yale Ave Ste 1900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074136
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0280933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0309339
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075781
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028406
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015402
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0309339
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0109108
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012977
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280933
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0309339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280933
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0309339
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0Liu Liu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dan Myers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Savage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cory Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Olena Lifset
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Wyett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gregory Baum
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/OtherExpensesTotalAmt065089
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and Professional Development
IRS990EZ/PrintingPublicationsPostageAmt0211
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/TotalExpensesAmt080702
IRS990EZ/TotalRevenueAmt0109108
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 $64009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General operating $1080
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Savage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society Oklahoma
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0203779358
ReturnHeader/Filer/PhoneNum09187440553
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/ReturnTs02024-10-10T13:06:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,339
Liabilities
-
Net assets
$309,339
Revenue
$109,108
Expenses
$80,702
Net income
$28,406
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
2024Detailed filing. Detailed filing data is available for this year.$3.09$3.09$1.09$0.81$0.28
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