Civic Intelligence

Cfa Society of Dallasfort Worth

990 • Fiscal year 2014 • EIN 23-7078748

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileWWW.CFADFW.ORG
PO Box 82051675382

(214) 363-3284

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

78th percentile

13%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$224,526

Up $64,131 (+40%) from 2013

Net Assets

Up

$224,526

Up $64,131 (+40%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin78th percentile

Revenue

$509,132

No earlier filing loaded for comparison.

Expenses

Down

$445,001

Down $34,963 (-7.3%) from 2013

Net Income

$64,131

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2011: $176,586Liabilities 2011: $0Net Assets 2011: $176,5862011Assets 2012: $169,616Liabilities 2012: $450Net Assets 2012: $169,1662012Assets 2013: $160,395Liabilities 2013: $0Net Assets 2013: $160,3952013Assets 2014: $224,526Liabilities 2014: $0Net Assets 2014: $224,5262014Assets 2015: $234,588Liabilities 2015: $0Net Assets 2015: $234,5882015Assets 2016: $301,814Liabilities 2016: $0Net Assets 2016: $301,8142016Assets 2017: $353,158Liabilities 2017: $0Net Assets 2017: $353,1582017Assets 2018: $414,005Liabilities 2018: $0Net Assets 2018: $414,0052018Assets 2019: $547,755Liabilities 2019: $0Net Assets 2019: $547,7552019Assets 2020: $615,151Liabilities 2020: $0Net Assets 2020: $615,1512020Assets 2021: $758,463Liabilities 2021: $0Net Assets 2021: $758,4632021Assets 2022: $736,652Liabilities 2022: $0Net Assets 2022: $736,6522022Assets 2023: $699,583Liabilities 2023: $0Net Assets 2023: $699,5832023Assets 2024: $675,546Liabilities 2024: $0Net Assets 2024: $675,5462024Assets 2025: $798,575Liabilities 2025: $0Net Assets 2025: $798,5752025

Highlighted filing

2014

Assets$224,526
Liabilities$0
Net Assets$224,526
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $435,4822011Expenses 2012: $479,5502012Expenses 2013: $479,9642013Revenue 2014: $509,132Expenses 2014: $445,001Net Income 2014: $64,1312014Revenue 2015: $459,102Expenses 2015: $449,040Net Income 2015: $10,0622015Revenue 2016: $545,495Expenses 2016: $478,269Net Income 2016: $67,2262016Revenue 2017: $471,790Expenses 2017: $420,446Net Income 2017: $51,3442017Revenue 2018: $528,130Expenses 2018: $467,283Net Income 2018: $60,8472018Revenue 2019: $558,521Expenses 2019: $424,771Net Income 2019: $133,7502019Revenue 2020: $458,580Expenses 2020: $391,184Net Income 2020: $67,3962020Revenue 2021: $344,329Expenses 2021: $201,017Net Income 2021: $143,3122021Revenue 2022: $362,686Expenses 2022: $384,497Net Income 2022: -$21,8112022Revenue 2023: $372,752Expenses 2023: $409,821Net Income 2023: -$37,0692023Revenue 2024: $494,434Expenses 2024: $518,471Net Income 2024: -$24,0372024Revenue 2025: $684,990Expenses 2025: $575,280Net Income 2025: $109,7102025

Highlighted filing

2014

Revenue$509,132
Expenses$445,001
Net Income$64,131
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$509,132
Mission and Program Overview

Mission

Promotion of ethical practices

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$52,597$116,713▲ $64,116
Savings and Temporary Cash Investments$107,798$107,813▲ $15
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$160,395$224,526▲ $64,131
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$160,395$224,526▲ $64,131
Total Net Assets Fund Balance$160,395$224,526▲ $64,131
Total Liabilities and Net Assets / Fund Balance$160,395$224,526▲ $64,131
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Matt QuinnVolunteer Chair
Chuck GrosvenorPresident
Paul OlschwangerVice President
Lyndon WesterbergDirector
Mahesh GehaniDirector
David V LewisAdvocacy Chmn
John HarrisCFA Review
Harry WardCommunications
David W WileyEducation
Julie TolerForecast Dinner
Michael YeagerMembership
Jason R SafranOutreach
Marilyn WileyOutreach
Jeff FahrenbruchPhilanthropy
Joe MartinezPrograms
Shirley OgdenResearch Chall
Sharon L CriswellResearch Chall.
Lisa McdanielSecretary
Steven HooserSponsorship
Linda TseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$509,117
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$64,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$445,001
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
Conferences and Meetings$142,594$6,245-$148,839
Fees for Services Management-$45,000-$45,000
Information Technology$6,177--$6,177
All Other Expenses-$4,024-$4,024
Fees for Services Legal-$3,243-$3,243
Office Expenses-$3,158-$3,158
Other Expenses$4,114$2,942-$2,942
Fees for Services Accounting-$690-$690
Total Functional Expenses$367,979$77,022$0$445,001
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
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 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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Bookkeeping, banking, and other controllership functions are performed by contracted consultant.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“There is a single class of voting members in the organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is sent to an officer of the entity for review and signature.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The entity makes available its governing documents, policies, and financial statements upon request.”

Filing and Contact Details

Filer

EIN
23-7078748
Phone
2143633284

Signing Officer

Name
Linda Tse
Title
Treasurer
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1951
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
50

Preparer

Preparer
Wendall a Vandiver
Phone
9724600096
Raw XML AppendixShowing 400 of 497 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt2OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt3SPONSORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5RESEARCH CHALL
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt8PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt9VOLUNTEER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11RESEARCH CHALL.
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORECAST DINNER
IRS990/Form990PartVIISectionAGrp/TitleTxt14COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFA REVIEW
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19EDUCATION
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0509132
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt06177
IRS990/InformationTechnologyGrp/TotalAmt06177
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF ETHICAL PRACTICES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0160395
IRS990/NetAssetsOrFundBalancesEOYAmt0224526
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03158
IRS990/OfficeExpensesGrp/TotalAmt03158
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CFA REVIEW COURSE
IRS990/OtherExpensesGrp/Desc1TX STATE SOCIETY
IRS990/OtherExpensesGrp/Desc2PROGRAMS: GOLF TOURNAMENT
IRS990/OtherExpensesGrp/Desc3ADMINISTRATION-BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011720
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12942
IRS990/OtherExpensesGrp/ProgramServicesAmt0215094
IRS990/OtherExpensesGrp/ProgramServicesAmt14114
IRS990/OtherExpensesGrp/TotalAmt0215094
IRS990/OtherExpensesGrp/TotalAmt111720
IRS990/OtherExpensesGrp/TotalAmt24114
IRS990/OtherExpensesGrp/TotalAmt32942
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0CFA EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1CFA FORECAST DINNER
IRS990/ProgramServiceRevenueGrp/Desc2CFA INSTITUTE REIMB.
IRS990/ProgramServiceRevenueGrp/Desc3CFA REVIEW COURSE
IRS990/ProgramServiceRevenueGrp/Desc4Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054648
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt169556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt241877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3223448
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt485527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt169556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt241877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3223448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt485527
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION SUPPORTS VARIOUS FUND RAISING EVENTS DURING THE YEAR TO PROMOTE THE CFA DESIGNATION AND TO RAISE MONIES FOR ORGANIZATION USE. SUCH EVENTS INCLUDE (1) THE FORECAST DINNER, (2) THE INVESTOR SUMMIT, AND (3) GOLF TOURNAMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0146708
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0158265
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION PUBLISHES A NEWSLETTER AND MAINTAINS A WEB SITE FOR MEMBERS PROVIDING INFORMATION ON UPCOMING EVENTS, SPEAKERS, JOBS, ETC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06177
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0479964
IRS990/PYProgramServiceRevenueAmt0471186
IRS990/PYRevenuesLessExpensesAmt0-8771
IRS990/PYTotalExpensesAmt0479964
IRS990/PYTotalRevenueAmt0471193
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt064131
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,526
Liabilities
$0
Net assets
$224,526
Revenue
$509,132
Expenses
$445,001
Net income
$64,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.99$0.00$7.99$6.85$5.75$1.10
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$4.94$5.18$0.24
2023Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$3.73$4.10$0.37
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$3.63$3.84$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$3.44$2.01$1.43
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$4.59$3.91$0.67
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$5.59$4.25$1.34
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$5.28$4.67$0.61
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$4.72$4.20$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$5.45$4.78$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$4.59$4.49$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$5.09$4.45$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$4.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.69$4.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$4.35