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

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

35th percentile

-2.9%

Higher net margin than 35% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE S41 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

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
Liabilities / RevenueScore unavailableNet Margin35th percentile

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

Asset GrowthScore unavailable

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 GrowthScore unavailable

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
Top Officer Pay83rd percentile

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/PhoneNum02104202504
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078249
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0218927
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IRS990EZ/ExcessOrDeficitForYearAmt0-1435
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IRS990EZ/GrossReceiptsAmt049745
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02830
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025150
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0218927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217492
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10002.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Donna Baggerly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Brell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Bunting
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Olivier Dardant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lela Dunlap
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Arnold Espe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Douglas Magill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Molloy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michael McClenny
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Juan Leon Pinzon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10David Tankin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041593
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A member of the CFA Institute.
IRS990EZ/PrintingPublicationsPostageAmt075
IRS990EZ/ProgramServiceRevenueAmt01765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037203
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051180
IRS990EZ/TotalProgramServiceExpensesAmt037203
IRS990EZ/TotalRevenueAmt049745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.cfasociety.org/sanantonio/home
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events 37,203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous 141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board Expenses 339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Information Technology 2,284
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Olivier Dardant
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02104202504
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society of San Antonio
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0741660459
ReturnHeader/Filer/PhoneNum02104202504
ReturnHeader/Filer/USAddress/AddressLine1Txt013139 Willowthorn Ln
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078249
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne EA
ReturnHeader/ReturnTs02024-11-11T08:31:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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