Civic Intelligence

Cfa Society of Houston Scholarship Fund

EIN 47-0860883 • 501(c)3 • Houston, TX

Profile

The activities currently include awarding scholarships to local university students expressing interest in a career in the investment decision-making profession.

1321 Antoine DriveHouston, TX 77055

cfahouston.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

5th percentile

-341%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$198,247

Up $13,727 (+7.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$198,247

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$2,369

Up $460 (+24%) from 2023

Expenses

Up

$10,450

Up $1,300 (+14%) from 2023

Net Income

Down

-$8,081

Down $840 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2011: $116,076Liabilities 2011: $02011Assets 2012: $105,764Liabilities 2012: $02012Assets 2013: $124,882Liabilities 2013: $02013Assets 2014: $138,971Net Assets 2014: $138,9712014Assets 2015: $132,907Net Assets 2015: $132,9072015Assets 2016: $129,722Net Assets 2016: $129,7222016Assets 2017: $145,382Net Assets 2017: $145,3822017Assets 2018: $147,796Net Assets 2018: $147,7962018Assets 2019: $179,701Net Assets 2019: $179,7012019Assets 2020: $157,073Net Assets 2020: $157,0732020Assets 2021: $185,860Net Assets 2021: $185,8602021Assets 2022: $174,994Net Assets 2022: $174,9942022Assets 2023: $184,520Liabilities 2023: $02023Assets 2024: $198,247Net Assets 2024: $198,2472024

Highlighted filing

2024

Assets$198,247
Liabilities-
Net Assets$198,247
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$40K$20K$0-$20KRevenue 2011: $3,893Expenses 2011: $11,800Net Income 2011: -$7,9072011Revenue 2012: $105Expenses 2012: $10,417Net Income 2012: -$10,3122012Revenue 2013: $17,608Expenses 2013: $52Net Income 2013: $17,5562013Revenue 2014: $5,284Expenses 2014: $10,501Net Income 2014: -$5,2172014Revenue 2015: $6,442Expenses 2015: $15,552Net Income 2015: -$9,1102015Revenue 2016: $11,584Expenses 2016: $11,102Net Income 2016: $4822016Revenue 2017: $2,530Expenses 2017: $5,520Net Income 2017: -$2,9902017Revenue 2018: $17,904Expenses 2018: $15,490Net Income 2018: $2,4142018Revenue 2019: $20,823Expenses 2019: $15,272Net Income 2019: $5,5512019Revenue 2020: $821Expenses 2020: $5,400Net Income 2020: -$4,5792020Revenue 2021: $2,034Expenses 2021: $10,000Net Income 2021: -$7,9662021Revenue 2022: $33,260Expenses 2022: $10,442Net Income 2022: $22,8182022Revenue 2023: $1,909Expenses 2023: $9,150Net Income 2023: -$7,2412023Revenue 2024: $2,369Expenses 2024: $10,450Net Income 2024: -$8,0812024

Highlighted filing

2024

Revenue$2,369
Expenses$10,450
Net Income-$8,081
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$198,247
Liabilities
-
Net assets
$198,247
Revenue
$2,369
Expenses
$10,450
Net income
-$8,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.02$0.10$0.08
2023Summary only. Only limited summary data is available for this year.$1.85$0.00$0.02$0.09$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.75$0.33$0.10$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$1.86$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.57$1.57$0.01$0.05$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$1.80$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.18$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.03$0.06$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.30$0.12$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.06$0.16$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.05$0.11$0.05
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.18$0.00$0.18
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$0.00$0.10$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.04$0.12$0.08
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
$2,369
Mission and Program Overview

Mission

The activities currently include awarding scholarships to local university students expressing interest in a career in the investment decision-making profession.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS - ENHANCES THE RELATIONSHIP WITH THE ACADEMIC COMMUNITY AT TWO LOCAL UNIVERSITIES AND AWARDS SCHOLASTIC SCHOLARSHIPS TO ATTENDING STUDENTS.-$10,050
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD CENTURINOPresident-$0--
JUN GUDirector-$0--
LEE PARTFIDGEDirector-$0--
JASON LEDERDirector-$0--
BRIAN SHARPEDirector-$0--
JESSICA SEFFSec/Treasurer-$0--
GIOVANNA CARTERPast President-$0--
STEVEN SHELDONDirector-$0--
JANKO TRENKOSKIVice President-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Houston Scholarship Fund
EIN
47-0860883
Phone
7138390808
Address
1321 ANTOINE DRIVE, HOUSTON, TX 77055

Signing Officer

Name
Giovanna Carter
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Sostak PC
Address
3309 SANTANA LANE, Plano, TX 75023
Preparer
Bruce a Sostak
Phone
9725670260
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SCHOLARSHIPS $10050”

Scholarship Amounts Given, Page 1, Line 10

“Donee:rice university $7,500university of houston $7,500”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LORI WILKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum07138390808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01321 ANTOINE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077055
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184520
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01164
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8081
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184520
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0198247
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02369
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01205
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184520
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0198247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184520
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0198247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD CENTURINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUN GU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEE PARTFIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON LEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN SHARPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA SEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GIOVANNA CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVEN SHELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANKO TRENKOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SEC/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt021808
IRS990EZ/OtherExpensesTotalAmt010050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ACTIVITIES CURRENTLY INCLUDE AWARDING SCHOLARSHIPS TO LOCAL UNIVERSITY STUDENTS EXPRESSING INTEREST IN A CAREER IN THE INVESTMENT DECISION-MAKING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS - ENHANCES THE RELATIONSHIP WITH THE ACADEMIC COMMUNITY AT TWO LOCAL UNIVERSITIES AND AWARDS SCHOLASTIC SCHOLARSHIPS TO ATTENDING STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010450
IRS990EZ/TotalProgramServiceExpensesAmt010050
IRS990EZ/TotalRevenueAmt02369
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CFAHOUSTON.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025135
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0821
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013920
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64360
IRS990ScheduleA/PublicSupportPY170Pct00.41840
IRS990ScheduleA/PublicSupportTotal170Amt025135
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025135
IRS990ScheduleA/TotalSupportAmt039055
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS $10050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONEE:RICE UNIVERSITY $7,500UNIVERSITY OF HOUSTON $7,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHOLARSHIP AMOUNTS GIVEN, PAGE 1, LINE 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GIOVANNA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF HOUSTON SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0470860883
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/ReturnTs02025-05-13T20:39:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits