Civic Intelligence

Cfa Society of Houston

EIN 23-7004744 • 501(c)6 • Houston, TX

Profile

Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards.

1321 Antoine DriveHouston, TX 77055

cfasociety.org/houston

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

34th percentile

-1.3%

Higher net margin than 34% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

2.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$665,990

Up $24,579 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$665,990

Up $24,579 (+3.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin34th percentile

Revenue

Up

$294,759

Up $41,427 (+16%) from 2023

Expenses

Down

$270,180

Down $49,655 (-16%) from 2023

Net Income

Up

$24,579

Up $91,082 (+137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2014: $451,619Liabilities 2014: $0Net Assets 2014: $451,6192014Assets 2016: $518,225Liabilities 2016: $0Net Assets 2016: $518,2252016Assets 2017: $523,427Liabilities 2017: $0Net Assets 2017: $523,4272017Assets 2018: $531,143Liabilities 2018: $0Net Assets 2018: $531,1432018Assets 2019: $500,086Liabilities 2019: $0Net Assets 2019: $500,0862019Assets 2020: $535,923Liabilities 2020: $0Net Assets 2020: $535,9232020Assets 2021: $693,016Liabilities 2021: $2,400Net Assets 2021: $690,6162021Assets 2022: $709,984Liabilities 2022: $0Net Assets 2022: $709,9842022Assets 2023: $641,411Liabilities 2023: $0Net Assets 2023: $641,4112023Assets 2024: $665,990Liabilities 2024: $0Net Assets 2024: $665,9902024

Highlighted filing

2024

Assets$665,990
Liabilities$0
Net Assets$665,990
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2014: $233,493Expenses 2014: $177,050Net Income 2014: $56,4432014Revenue 2016: $281,951Expenses 2016: $290,399Net Income 2016: -$8,4482016Revenue 2017: $296,601Expenses 2017: $283,827Net Income 2017: $12,7742017Revenue 2018: $304,420Expenses 2018: $296,704Net Income 2018: $7,7162018Revenue 2019: $284,420Expenses 2019: $315,457Net Income 2019: -$31,0372019Revenue 2020: $291,471Expenses 2020: $255,576Net Income 2020: $35,8952020Revenue 2021: $283,628Expenses 2021: $128,975Net Income 2021: $154,6532021Revenue 2022: $269,663Expenses 2022: $250,295Net Income 2022: $19,3682022Revenue 2023: $253,332Expenses 2023: $319,835Net Income 2023: -$66,5032023Revenue 2024: $294,759Expenses 2024: $270,180Net Income 2024: $24,5792024

Highlighted filing

2024

Revenue$294,759
Expenses$270,180
Net Income$24,579
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$665,990
Liabilities
$0
Net assets
$665,990
Revenue
$294,759
Expenses
$270,180
Net income
$24,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$2.95$2.70$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$2.53$3.20$0.67
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$2.70$2.50$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.93$0.02$6.91$2.84$1.29$1.55
2020Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$2.91$2.56$0.36
2019Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.84$3.15$0.31
2018Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$3.04$2.97$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$2.97$2.84$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$2.82$2.90$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$2.33$1.77$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$361,315
Mission and Program Overview

Mission

Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$641,411$665,990▲ $24,579
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$641,411$665,990▲ $24,579
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$641,411$665,990▲ $24,579
Total Net Assets Fund Balance$641,411$665,990▲ $24,579
Total Liabilities and Net Assets / Fund Balance$641,411$665,990▲ $24,579
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Giovanna CarterPast President
Todd CenturinoPresident
Brian SharpeDirector
Jason LederDirector
Jun GuDirector
Lee PartridgeDirector
Steven SheldonDirector
Janko TrenkoskiSec/treasurer
Jessica SeffSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,071
Program Service Revenue
$0
Investment Income
$36,326
Other Revenue
$38,362
All Other Contributions
$23,000
Change in Net Assets
$24,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$270,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$47,355$15,785-$63,140
All Other Expenses$451$6,442-$6,893
Advertising-$5,594-$5,594
Other Expenses$4,253$7,905-$4,253
Information Technology-$2,022-$2,022
Fees for Services Accounting-$500-$500
Total Functional Expenses$231,932$38,248$0$270,180
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$66,556
Fundraising Gross Income$57,016
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Forecast Dinner$50,808$50,808$66,556$-15,748
Educational Programs$6,208$6,208-$6,208
Total Events$57,016$57,016$66,556$-9,540
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews the return before filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made availible upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Cfa Society of Houston
EIN
23-7004744
Phone
7138390808
Address
1321 ANTOINE DRIVE, HOUSTON, TX 77055

Signing Officer

Name
Todd Centurino
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Bruce A Sostak PC
Address
3309 SANTANA LANE, Plano, TX 75023
Preparer
Bruce a Sostak
Phone
9725670260
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS & DONATIONS
IRS990/ProgSrvcAccomActy3Grp/Desc0BUSINESS NETWORKING ACTIVITIES
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0198374
IRS990/PYInvestmentIncomeAmt023319
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0319835
IRS990/PYOtherRevenueAmt031639
IRS990/PYRevenuesLessExpensesAmt0-66503
IRS990/PYTotalExpensesAmt0319835
IRS990/PYTotalRevenueAmt0253332
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024579
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0641411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0665990
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066556
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FORECAST DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EDUCATIONAL PROGRAMS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057016
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9540
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt066556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt066556
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILIBLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0641411
IRS990/TotalAssetsEOYAmt0665990
IRS990/TotalAssetsGrp/BOYAmt0641411
IRS990/TotalAssetsGrp/EOYAmt0665990
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0220071
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038248
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231932
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0641411
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0665990
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084228
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294759
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0641411
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0665990
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01321 ANTOINE DRIVE
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077055
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0cfasociety.org/houston
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD CENTURINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF HOUSTON
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237004744
ReturnHeader/Filer/PhoneNum07138390808
ReturnHeader/Filer/USAddress/AddressLine1Txt01321 ANTOINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077055
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752677448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Sostak PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03309 SANTANA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075023
ReturnHeader/PreparerPersonGrp/PhoneNum09725670260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A SOSTAK
ReturnHeader/ReturnTs02025-05-13T20:39:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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