Civic Intelligence

Cfa Society of Austin

EIN 72-1621543 • 501(c)6 • Austin, TX

Profile

The cfa society of austin promotes ethical and professional standards within the investments industry, encourages professional development through the cfa program, and facilitates the open exchange of information and opinions.

3267 Bee Cave Road Ste 107-273Austin, TX 78746

www.cfaaustin.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

36th percentile

-6.7%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

47th percentile

-2.6%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$459,110

Down $12,443 (-2.6%) from 2024

Liabilities

Up

$17,367

Up $5,345 (+44%) from 2024

Net Assets

$441,743

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue74th percentileNet Margin36th percentile

Revenue

Up

$265,350

Up $67,587 (+34%) from 2024

Expenses

Up

$283,138

Up $32,479 (+13%) from 2024

Net Income

Up

-$17,788

Up $35,108 (+66%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $58,128Liabilities 2011: $02011Assets 2012: $69,939Liabilities 2012: $02012Assets 2013: $96,437Liabilities 2013: $02013Assets 2014: $99,658Liabilities 2014: $02014Assets 2015: $139,596Liabilities 2015: $02015Assets 2016: $171,614Liabilities 2016: $02016Assets 2017: $197,387Liabilities 2017: $0Net Assets 2017: $197,3872017Assets 2018: $248,561Liabilities 2018: $0Net Assets 2018: $248,5612018Assets 2019: $268,918Liabilities 2019: $25,1252019Assets 2020: $308,547Liabilities 2020: $0Net Assets 2020: $308,5472020Assets 2021: $399,576Net Assets 2021: $399,5762021Assets 2022: $509,026Liabilities 2022: $0Net Assets 2022: $509,0262022Assets 2023: $512,541Liabilities 2023: $114Net Assets 2023: $512,4272023Assets 2024: $471,553Liabilities 2024: $12,0222024Assets 2025: $459,110Liabilities 2025: $17,367Net Assets 2025: $441,7432025

Highlighted filing

2025

Assets$459,110
Liabilities$17,367
Net Assets$441,743
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $83,547Expenses 2011: $60,233Net Income 2011: $23,3142011Revenue 2012: $89,837Expenses 2012: $78,027Net Income 2012: $11,8102012Revenue 2013: $105,211Expenses 2013: $78,713Net Income 2013: $26,4982013Revenue 2014: $107,221Expenses 2014: $104,000Net Income 2014: $3,2212014Revenue 2015: $134,035Expenses 2015: $94,097Net Income 2015: $39,9382015Revenue 2016: $147,573Expenses 2016: $115,555Net Income 2016: $32,0182016Revenue 2017: $171,344Expenses 2017: $145,571Net Income 2017: $25,7732017Revenue 2018: $190,973Expenses 2018: $139,799Net Income 2018: $51,1742018Revenue 2019: $170,657Expenses 2019: $175,425Net Income 2019: -$4,7682019Revenue 2020: $208,256Expenses 2020: $143,502Net Income 2020: $64,7542020Revenue 2021: $140,642Expenses 2021: $49,613Net Income 2021: $91,0292021Revenue 2022: $192,880Expenses 2022: $83,430Net Income 2022: $109,4502022Revenue 2023: $179,033Expenses 2023: $175,632Net Income 2023: $3,4012023Revenue 2024: $197,763Expenses 2024: $250,659Net Income 2024: -$52,8962024Revenue 2025: $265,350Expenses 2025: $283,138Net Income 2025: -$17,7882025

Highlighted filing

2025

Revenue$265,350
Expenses$283,138
Net Income-$17,788
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$459,110
Liabilities
$17,367
Net assets
$441,743
Revenue
$265,350
Expenses
$283,138
Net income
-$17,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.17$4.42$2.65$2.83$0.18
2024Summary only. Only limited summary data is available for this year.$4.72$0.12$1.98$2.51$0.53
2023Summary only. Only limited summary data is available for this year.$5.13$0.00$5.12$1.79$1.76$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.00$5.09$1.93$0.83$1.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$4.00$1.41$0.50$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$2.08$1.44$0.65
2019Summary only. Only limited summary data is available for this year.$2.69$0.25$1.71$1.75$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$1.91$1.40$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$1.71$1.46$0.26
2016Summary only. Only limited summary data is available for this year.$1.72$0.00$1.48$1.16$0.32
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$1.34$0.94$0.40
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$1.07$1.04$0.03
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$1.05$0.79$0.26
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.90$0.78$0.12
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.84$0.60$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$265,350
Mission and Program Overview

Mission

The cfa society of austin promotes ethical and professional standards within the investments industry, encourages professional development through the cfa program, and facilitates the open exchange of information and opinions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$400,331$414,476▲ $14,145
Cash and Non-Interest-Bearing Accounts$66,137$44,634▼ $21,503
Prepaid Expenses and Deferred Charges$5,085$0▼ $5,085
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$471,553$459,110▼ $12,443
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$12,022$17,367▲ $5,345
Total Liabilities$12,022$17,367▲ $5,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,531$441,743▼ $17,788
Total Net Assets Fund Balance$459,531$441,743▼ $17,788
Total Liabilities and Net Assets / Fund Balance$471,553$459,110▼ $12,443
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Maddie MinnagantiPresident
Jack McdowellVice President
Andrew MooreDirector
Courtney DunnDirector
Daniel JuddDirector
Gabe ThornhillDirector
Griffin WatkinsDirector
Ian OldhamDirector
Jeff DeklotzDirector
Kevin LincolnDirector
Panayiotis LambropoulosDirector
Thomas VillaltaDirector
Nick BallardSecretary
Fraser Armstrong-wattersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,936
Program Service Revenue
$208,042
Investment Income
$18,372
Other Revenue
$0
Change in Net Assets
$-17,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,731
Salaries, Compensation, and Employee Benefits$69,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$180,815$9,378-$190,193
Other Salaries and Wages-$69,407-$69,407
Advertising$3,653$14,585-$18,238
Information Technology-$2,379-$2,379
Other Expenses-$800-$800
Travel-$204-$204
Office Expenses-$31-$31
Total Functional Expenses$184,468$98,670$0$283,138
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
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

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

Form 990, Part VI, Section A, Line 6

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

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

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

Form 990, Part VI, Section C, Line 18

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

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Cfa Society of Austin
EIN
72-1621543
Phone
5127848215
Address
3267 BEE CAVE ROAD STE 107-273, AUSTIN, TX 78746

Signing Officer

Name
Fraser Armstrong-watters
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
W A Vandiver & Company
Address
16475 Dallas Parkway Ste 218, Addison, TX 75001
Preparer
Wendall a Vandiver
Phone
9724600096
Raw XML AppendixShowing 400 of 417 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.

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IRS990/MissionDesc0THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PLANNED AND SPONSORED TEN MONTHLY LUNCHEONS WITH EDUCATIONAL PROGRAMS OF INTEREST TO FINANCIAL INVESTMENT MANAGEMENT PROFESSIONALS TO BROADEN THEIR KNOWLEDGE AND TO INTERACT WITH SPEAKERS AND MEMBERS REGARDING SUCH ISSUES. TOPICS INCLUDED INVESTING, FINANCIAL MARKETS AND FACTORS AFFECTING THE ECONOMY. ATTENDANCE AT SUCH FUNCTIONS RANGED FROM 20 TO 70 PERSONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE CHARTERHOLDER DINNER WITH INSPIRATIONAL SPEAKER WAS HELD DECEMBER 5, 2024
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOKKEEPING, BANKING, AND OTHER CONTROLLERSHIP FUNCTIONS ARE PERFORMED BY CONTRACTED CONSULTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS A SINGLE CLASS OF VOTING MEMBERS IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS SENT TO AN OFFICER OF THE ENTITY FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTITY MAKES AVAILABLE ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRASER ARMSTRONG-WATTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF AUSTIN
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
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ReturnHeader/Filer/USAddress/AddressLine1Txt03267 BEE CAVE ROAD STE 107-273
ReturnHeader/Filer/USAddress/CityNm0AUSTIN

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