CFA SOCIETY OF DALLAS-FT WORTH

As filed

Subsection

06

Classification

1000

Street

909 LAKE CAROLYN PKWY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• THE ORGANIZATION SUPPORTS NUMEROUS FUND RAISING EVENTS DURING THE YEAR TO PROMOTE THE CFA DESIGNATION AND TO RAISE MONIES FOR ORGANIZATION USE TO EXPAND EDUCATIONALPROGRAMS. TEN EDUCATIONAL EVENTS AND NINE NETWORKING EVENTS WERE HELD DURINGTHE FISCAL YEAR ENDED JUNE 30, 2024. ATTENDANCE RANGED FROM 13 TO 300 INDIVIDUALS AT THESE EVENTS.

  Expenses $108,672 · Revenue $200,067

• THE ORGANIZATION PROMOTES LEADERSHIP DEVELOPMENT AND STRATEGIC PLANNING OPPORTUNITIES FOR ITS MEMBERS THROUGH ITS CONFERENCES AND MEETINGS.

  Expenses $19,776 · Revenue $18,589

• THE ORGANIZATION PUBLISHES A NEWSLETTER, MAINTAINS A WEB SITE FOR MEMBERS PROVIDINGINFORMATION ON UPCOMING EVENTS, SPEAKERS, JOBS, ETC., AND OPERATED A SOCIAL MEDIACAMPAIGN DURING THE YEAR

  Expenses $4,096

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $494,434

  Expenses

  $518,471

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $372,752

  Expenses

  $409,821

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $362,686

  Expenses

  $384,497

  Assets (EOY)

  $736,652

• 2020 · 990

  Revenue

  $344,329

  Expenses

  $201,017

  Assets (EOY)

  $758,463

• 2019 · 990

  Revenue

  $458,580

  Expenses

  $391,184

  Assets (EOY)

  $615,151

• 2018 · 990

  Revenue

  $558,521

  Expenses

  $424,771

  Assets (EOY)

  $547,755

• 2017 · 990

  Revenue

  $528,130

  Expenses

  $467,283

  Assets (EOY)

  $414,005

• 2016 · 990

  Revenue

  $471,790

  Expenses

  $420,446

  Assets (EOY)

  $353,158

• 2015 · 990

  Revenue

  $545,495

  Expenses

  $478,269

  Assets (EOY)

  $301,814

• 2014 · 990

  Revenue

  $459,102

  Expenses

  $449,040

  Assets (EOY)

  $234,588

• 2013 · 990

  Revenue

  $509,132

  Expenses

  $445,001

  Assets (EOY)

  $224,526

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $479,964

  Assets (EOY)

  $160,395

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• CFA INSTITUTE

  $105,795

  2024 · GEN SUPPORT

• CFA INSTITUTE

  $101,964

  2023 · GEN SUPPORT

• CFA INSTITUTE

  $82,028

  2022 · GEN SUPPORT

Other IRS files