Civic Intelligence

Cfa Society Memphis

EIN 62-1636928 • 501(c)6 • Germantown, TN

Profile

Serve and lead financial professionals by promoting ethical standards and professional development benefitting our community.

PO Box 382282Germantown, TN 38183

www.cfasociety.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

17th percentile

-29%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$19,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

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

Asset Growth

41st percentile

-6.7%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

33rd percentile

-12%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$168,991

Down $12,125 (-6.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$168,991

Down $12,125 (-6.7%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin17th percentile

Revenue

Down

$41,450

Down $5,415 (-12%) from 2024

Expenses

Up

$53,575

Up $5,901 (+12%) from 2024

Net Income

Down

-$12,125

Down $11,316 (-1399%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0Assets 2012: $55,392Liabilities 2012: $02012Assets 2013: $58,067Liabilities 2013: $02013Assets 2014: $55,590Liabilities 2014: $02014Assets 2015: $65,498Liabilities 2015: $02015Assets 2016: $80,229Liabilities 2016: $02016Assets 2017: $99,205Liabilities 2017: $02017Assets 2018: $108,847Liabilities 2018: $02018Assets 2019: $129,915Liabilities 2019: $02019Assets 2020: $145,551Liabilities 2020: $02020Assets 2021: $169,427Liabilities 2021: $0Net Assets 2021: $169,4272021Assets 2022: $185,380Liabilities 2022: $0Net Assets 2022: $185,3802022Assets 2023: $181,925Liabilities 2023: $0Net Assets 2023: $181,9252023Assets 2024: $181,116Liabilities 2024: $0Net Assets 2024: $181,1162024Assets 2025: $168,991Liabilities 2025: $0Net Assets 2025: $168,9912025

Highlighted filing

2025

Assets$168,991
Liabilities$0
Net Assets$168,991
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$100K$50K$0-$50KRevenue 2012: $60,278Expenses 2012: $42,469Net Income 2012: $17,8092012Revenue 2013: $48,212Expenses 2013: $45,537Net Income 2013: $2,6752013Revenue 2014: $44,731Expenses 2014: $47,208Net Income 2014: -$2,4772014Revenue 2015: $43,322Expenses 2015: $33,414Net Income 2015: $9,9082015Revenue 2016: $57,034Expenses 2016: $42,303Net Income 2016: $14,7312016Revenue 2017: $60,289Expenses 2017: $41,313Net Income 2017: $18,9762017Revenue 2018: $51,574Expenses 2018: $41,932Net Income 2018: $9,6422018Revenue 2019: $78,044Expenses 2019: $56,976Net Income 2019: $21,0682019Revenue 2020: $73,936Expenses 2020: $58,300Net Income 2020: $15,6362020Revenue 2021: $61,092Expenses 2021: $37,216Net Income 2021: $23,8762021Revenue 2022: $56,516Expenses 2022: $40,563Net Income 2022: $15,9532022Revenue 2023: $50,214Expenses 2023: $53,669Net Income 2023: -$3,4552023Revenue 2024: $46,865Expenses 2024: $47,674Net Income 2024: -$8092024Revenue 2025: $41,450Expenses 2025: $53,575Net Income 2025: -$12,1252025

Highlighted filing

2025

Revenue$41,450
Expenses$53,575
Net Income-$12,125
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,991
Liabilities
$0
Net assets
$168,991
Revenue
$41,450
Expenses
$53,575
Net income
-$12,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.41$0.54$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.47$0.48$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.50$0.54$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.57$0.41$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.61$0.37$0.24
2020Summary only. Only limited summary data is available for this year.$1.46$0.00$0.74$0.58$0.16
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.78$0.57$0.21
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$0.52$0.42$0.10
2017Summary only. Only limited summary data is available for this year.$0.99$0.00$0.60$0.41$0.19
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$0.57$0.42$0.15
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.43$0.33$0.10
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.45$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.48$0.46$0.03
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.60$0.42$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$41,450
Mission and Program Overview

Mission

Serve and lead financial professionals by promoting ethical standards and professional development benefitting our community.

Program Services

DescriptionGrantsExpenses
SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.$0$53,574
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ABBY SPANNExecutive DirectorPT$19,500-$19,500
EUGENE GARD CFAPresident-$0--
NAPOLEON OVERTON CFAVice President-$0--
PAUL SHIFFLET CFASecretary-$0--
LUCAS PARRIS CFATreasurer-$0--
JEFF LEWIS CFAPast President-$0--
ANURAG PANDIT CFAPast President-$0--
BRITTANY CLARK CFABoard Member-$0--
NICOLA DAROZA CFABoard Member-$0--
SREENI MEKA CFABoard Member-$0--
WILL TOBERMANN CFABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Memphis
EIN
62-1636928
Phone
9014136256
Address
PO BOX 382282, GERMANTOWN, TN 38183

Signing Officer

Name
Eugene Gard
Title
Current President
Phone
9014136256
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Bryan D Grissom Jr
Phone
9017612720
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 190.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting. Amount: 2,000. Description: administration and travel. Amount: 2,454. Description: miscellaneous. Amount: 906. Description: programming and events. Amount: 28,715. Total to form 990-ez, line 16: 34,075.”

Raw XML Appendix210 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LUCAS PARRIS CFA
IRS990EZ/BooksInCareOfDetail/PhoneNum09014136256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 382282
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038183
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181116
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016495
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12125
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181116
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168991
IRS990EZ/GrossReceiptsAmt041450
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0190
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt023765
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181116
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181116
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt019500
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ABBY SPANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EUGENE GARD CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NAPOLEON OVERTON CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL SHIFFLET CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUCAS PARRIS CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF LEWIS CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANURAG PANDIT CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRITTANY CLARK CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICOLA DAROZA CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SREENI MEKA CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10WILL TOBERMANN CFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034075
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVE AND LEAD FINANCIAL PROFESSIONALS BY PROMOTING ETHICAL STANDARDS AND PROFESSIONAL DEVELOPMENT BENEFITTING OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053574
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt019500
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt053575
IRS990EZ/TotalProgramServiceExpensesAmt053574
IRS990EZ/TotalRevenueAmt041450
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0190
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0639
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0161
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt042953
IRS990ScheduleA/OtherIncome509Grp/TotalAmt046114
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81750
IRS990ScheduleA/PublicSupportPY509Pct00.64080
IRS990ScheduleA/PublicSupportTotal509Amt0209384
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018109
IRS990ScheduleA/Total509Grp/TotalAmt0209384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256137
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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 190.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTING. AMOUNT: 2,000. DESCRIPTION: ADMINISTRATION AND TRAVEL. AMOUNT: 2,454. DESCRIPTION: MISCELLANEOUS. AMOUNT: 906. DESCRIPTION: PROGRAMMING AND EVENTS. AMOUNT: 28,715. TOTAL TO FORM 990-EZ, LINE 16: 34,075.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE GARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09014136256
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY MEMPHIS
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0621636928
ReturnHeader/Filer/PhoneNum09014136256
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 382282
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038183
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D GRISSOM JR
ReturnHeader/ReturnTs02025-11-12T10:11:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.