Civic Intelligence

Cfa Society of San Antonio

EIN 74-1660459 • 501(c)6 • San Antonio, TX

990-N CoverageNTEE S41

Profile

A member of the CFA Institute.

13139 Willowthorn LnSan Antonio, TX 78249

https//www.cfasociety.org/sanantonio/home

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$217,492

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$217,492

No earlier filing loaded for comparison.

Operations

Revenue

$49,745

No earlier filing loaded for comparison.

Expenses

$51,180

No earlier filing loaded for comparison.

Net Income

-$1,435

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2024: $217,492Net Assets 2024: $217,4922024

Highlighted filing

2024

Assets$217,492
Liabilities-
Net Assets$217,492
Open 2024 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2024: $49,745Expenses 2024: $51,180Net Income 2024: -$1,4352024

Highlighted filing

2024

Revenue$49,745
Expenses$51,180
Net Income-$1,435
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$217,492
Liabilities
-
Net assets
$217,492
Revenue
$49,745
Expenses
$51,180
Net income
-$1,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$2.17$0.50$0.51$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$49,745
Mission and Program Overview

Mission

A member of the CFA Institute.

Program Services

DescriptionGrantsExpenses
Promote ethics, education, and profession excellence in the investment industry provide value to existing CFA members through networking and education and raise awareness about the CFA program.-$37,203
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna BaggerlySecretary-$0--
Mike BrellDirector-$0--
Michael BuntingDirector-$0--
Olivier DardantTreasurer-$0--
Lela DunlapDirector-$0--
Arnold EspeVice President-$0--
Douglas MagillMembership-$0--
John MolloyDirector-$0--
Michael McClennyPresident-$0--
Juan Leon PinzonDirector-$0--
David TankinDirector-$0--
Filing and Contact Details

Filer

Filer Name
CFA Society of San Antonio
EIN
74-1660459
Phone
2104202504
Address
13139 Willowthorn Ln, San Antonio, TX 78249

Signing Officer

Name
Olivier Dardant
Title
Treasurer
Phone
2104202504
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
Supplemental Narrative

Additional Explanations

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

“Travel 694”

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

“Conferences, conventions, and meetings 932”

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

“Events 37,203”

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

“Miscellaneous 141”

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

“Board Expenses 339”

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

“Information Technology 2,284”

Raw XML Appendix141 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Bunting
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Olivier Dardant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lela Dunlap
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/OtherExpensesTotalAmt041593
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt075
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt051180
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.cfasociety.org/sanantonio/home
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ReturnHeader/Filer/PhoneNum02104202504
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
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ReturnHeader/ReturnTs02024-11-11T08:31:51-00:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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