Cfa Societies of Texas
Public records raise at least one point you should look into before giving.
What it says it does
THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
- Income
- $52,614
- Spending
- $58,004
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $17,945 spent. AN IMPORTANT PURPOSE OF THE ORGANIZATION IS TO HOLD RELEVANT EDUCATIONAL PROGRAMS FOR MEMBERS AND THE LARGER INVESTMENT COMMUNITY ON CURRENT TOPICS OF INTEREST. DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION HELD TWO EDUCATIONAL CONFERENCES TO PROMOTE THE SOCIETY AS FOLLOWS: 1) NORTH AND SOUTH TEXAS CFA INVESTMENT RESEARCH CHALLENGE - AN EVENT FOR INVESTMENT PROFESSIONALS, ACADEMICS, AND FINANCE STUDENTS WHERE STUDENT TEAMS COMPETE BY WRITING AN ANALYSIS / RESEARCH REPORT OF A PUBLICLY TRADED COMPANY. NINETY STUDENTS COMPETED IN THIS CHALLENGE. TEN TEAMS PARTICIPATED IN THE FINAL ROUND OF THE CHALLENGE. THESE FINALS WERE ATTENDED BY 72 FINANCE STUDENTS, PROFESSORS, AND FINANCIAL EXECUTIVES.2) CFA SOCIETIES TEXAS LEADERSHIP CONFERENCE - A 2 DAY CONFERENCE ATTENDED BY MORE THAN 50 SOCIETY BOARD AND COMMITTEE MEMBERS FROM THE FOUR TEXAS CFA SOCIETIES (AUSTIN, DALLAS-FORT WORTH, HOUSTON, AND SAN ANTONIO) TO SHARE BEST PRACTICES, DISCUSS STRATEGIES, GOALS, GOVERNANCE, AND COLLABORATE ON EDUCATIONAL PROGRAMMING, IN ORDER TO DELIVER HIGH QUALITY PROGRAMS FOCUSED ON KEY TOPICS OF INTEREST TO THEIR MEMBERS, FINANCIAL AND INVESTMENT MANAGEMENT PROFESSIONALS THROUGHOUT TEXAS.
- $6,900 spent. TO SUPPORT THE CFA SOCIETIES IN TEXAS AND THEIR TOTAL COMBINED MEMBERSHIP WITH SYNERGISTIC ACTIVITIES IN THE AREAS OF PROGRAMMING, CAREER DEVELOPMENT, PUBLIC AWARENESS AND ADMINISTRATION.
- $2,910 spent. TO PROMOTE PUBLIC AWARENESS OF THE VALUE OF THE CFA CHARTER AND THE ETHICAL AND PROFESSIONAL STANDARDS IT EMBODIES.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on November 15, 2013 for not filing returns for three years, and reinstated on November 15, 2014.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 2016.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.