Civic Intelligence

Cfa Societies of Texas

EIN 45-4833185 • 501(c)6 • Driftwood, TX

Profile

The cfa societies of texas is a collaborative association of texas cfa societies to further the promotion of the ethical and professional standards within the investment industry, to enhance professional development opportunities through the cfa program, and to facilitate the open exchange of information and opinions.

416 Canna Lily CircleDriftwood, TX 78619
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

31st percentile

-10%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-4.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$125,549

Down $5,390 (-4.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$125,549

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$52,614

Down $70,453 (-57%) from 2024

Expenses

Down

$58,004

Down $44,736 (-44%) from 2024

Net Income

Down

-$5,390

Down $25,717 (-127%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2015: $90,611Liabilities 2015: $02015Assets 2016: $115,819Liabilities 2016: $02016Assets 2017: $106,047Liabilities 2017: $02017Assets 2018: $106,094Net Assets 2018: $106,0942018Assets 2019: $96,086Net Assets 2019: $96,0862019Assets 2020: $109,789Net Assets 2020: $109,7892020Assets 2021: $112,036Net Assets 2021: $112,0362021Assets 2022: $93,921Net Assets 2022: $93,9212022Assets 2023: $110,612Liabilities 2023: $02023Assets 2024: $130,939Liabilities 2024: $02024Assets 2025: $125,549Net Assets 2025: $125,5492025

Highlighted filing

2025

Assets$125,549
Liabilities-
Net Assets$125,549
Open 2025 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $107,345Expenses 2015: $85,636Net Income 2015: $21,7092015Revenue 2016: $57,685Expenses 2016: $32,477Net Income 2016: $25,2082016Revenue 2017: $100,268Expenses 2017: $110,040Net Income 2017: -$9,7722017Revenue 2018: $101,947Expenses 2018: $101,900Net Income 2018: $472018Revenue 2019: $117,204Expenses 2019: $127,212Net Income 2019: -$10,0082019Revenue 2020: $58,273Expenses 2020: $44,570Net Income 2020: $13,7032020Revenue 2021: $53,972Expenses 2021: $51,725Net Income 2021: $2,2472021Revenue 2022: $47,168Expenses 2022: $65,283Net Income 2022: -$18,1152022Revenue 2023: $82,252Expenses 2023: $65,561Net Income 2023: $16,6912023Revenue 2024: $123,067Expenses 2024: $102,740Net Income 2024: $20,3272024Revenue 2025: $52,614Expenses 2025: $58,004Net Income 2025: -$5,3902025

Highlighted filing

2025

Revenue$52,614
Expenses$58,004
Net Income-$5,390
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$125,549
Liabilities
-
Net assets
$125,549
Revenue
$52,614
Expenses
$58,004
Net income
-$5,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$0.53$0.58$0.05
2024Summary only. Only limited summary data is available for this year.$1.31$0.00$1.23$1.03$0.20
2023Summary only. Only limited summary data is available for this year.$1.11$0.00$0.82$0.66$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.47$0.65$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$1.12$0.54$0.52$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$1.10$0.58$0.45$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.17$1.27$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$1.02$1.02$0.00
2017Summary only. Only limited summary data is available for this year.$1.06$0.00$1.00$1.10$0.10
2016Summary only. Only limited summary data is available for this year.$1.16$0.00$0.58$0.32$0.25
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$1.07$0.86$0.22
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.0
Gross Receipts
$47,168
Mission and Program Overview

Mission

The cfa societies of texas is a collaborative association of texas cfa societies to further the promotion of the ethical and professional standards within the investment industry, to enhance professional development opportunities through the cfa program, and to facilitate the open exchange of information and opinions.

Program Services

DescriptionGrantsExpenses
TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES.-$35,189
AN IMPORTANT PURPOSE OF THE ORGANIZATION IS TO HOLD RELEVANT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE LARGER INVESTMENT COMMUNITY ON CURRENT TOPICS OF INTEREST. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) 7TH ANNUAL TEXAS INVESTMENT SUMMIT - A VIRTUAL SYMPOSIUM ATTENDED BY 459 MEMBERS, FINANCE STUDENTS, AND FINANCIAL EXECUTIVES2) SOUTHWEST US INVESTMENT RESEARCH CHALLENGE - A VIRTUAL EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICALLY TRADED COMPANY. NINETY-FIVE STUDENTS COMPETED IN THIS CHALLENGE. EIGHT TEAMS PARTICIPATED IN THE FINALS. THE FINALS, HELD VIRTUALLY, WERE ATTENDED BY 51 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES.-$21,901
TO SUPPORT THE CFA SOCIETIES IN TEXAS AND THEIR TOTAL COMBINED MEMBERSHIP WITH SYNERGISTIC ACTIVITIES IN THE AREAS OF PROGRAMMING, CAREER DEVELOPMENT, PUBLIC AWARENESS AND ADMINISTRATION.-$6,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN LINCOLNDirector-$0--
RYANN MAROTTAChairman-$0--
KIM ABMEYERDirector-$0--
LEE PARTRIDGETreasurer-$0--
MIKE BRELLDirector-$0--
TODD TRUITTDirector-$0--
JUN GUSecretary-$0--
MICHAEL MCCLENNYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Societies of Texas
EIN
45-4833185
Phone
2106267499
Address
416 CANNA LILY CIRCLE, DRIFTWOOD, TX 78619

Signing Officer

Name
Lee Partridge
Title
Treasurer
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
W A Vandiver & Company
Address
16475 Dallas Parkway Ste 218, Addison, TX 75001
Preparer
Wendall a Vandiver
Phone
9724600096
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $301”

Other Expenses.1002

“Office Expenses $917”

Other Expenses.1007

“Conferences, Conventions, and Meetings $21707”

Other Expenses.2

“BOD APPRECIATION $109”

Other Expenses.3

“BANK CHARGES $60”

Raw XML Appendix138 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/PersonNm0LEE PARTRIDGE
IRS990EZ/BooksInCareOfDetail/PhoneNum02106267499
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01643 WOODVINE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770553633
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093921
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18115
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt041795
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0112036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093921
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt047168
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093921
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0KEVIN LINCOLN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYANN MAROTTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM ABMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE PARTRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE BRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD TRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUN GU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL MCCLENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
IRS990EZ/PrintingPublicationsPostageAmt0394
IRS990EZ/ProgramServiceRevenueAmt047168
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AN IMPORTANT PURPOSE OF THE ORGANIZATION IS TO HOLD RELEVANT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE LARGER INVESTMENT COMMUNITY ON CURRENT TOPICS OF INTEREST. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) 7TH ANNUAL TEXAS INVESTMENT SUMMIT - A VIRTUAL SYMPOSIUM ATTENDED BY 459 MEMBERS, FINANCE STUDENTS, AND FINANCIAL EXECUTIVES2) SOUTHWEST US INVESTMENT RESEARCH CHALLENGE - A VIRTUAL EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICALLY TRADED COMPANY. NINETY-FIVE STUDENTS COMPETED IN THIS CHALLENGE. EIGHT TEAMS PARTICIPATED IN THE FINALS. THE FINALS, HELD VIRTUALLY, WERE ATTENDED BY 51 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT THE CFA SOCIETIES IN TEXAS AND THEIR TOTAL COMBINED MEMBERSHIP WITH SYNERGISTIC ACTIVITIES IN THE AREAS OF PROGRAMMING, CAREER DEVELOPMENT, PUBLIC AWARENESS AND ADMINISTRATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021901
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt235189
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065283
IRS990EZ/TotalProgramServiceExpensesAmt063090
IRS990EZ/TotalRevenueAmt047168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $21707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOD APPRECIATION $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE PARTRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETIES OF TEXAS
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0454833185
ReturnHeader/Filer/PhoneNum02106267499
ReturnHeader/Filer/USAddress/AddressLine1Txt0416 CANNA LILY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DRIFTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078619
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383742061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W A Vandiver & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016475 Dallas Parkway Ste 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Addison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum09724600096
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDALL A VANDIVER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-03T05:10:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARTRIDGE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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