Texas · Nonprofit
CFA SOCIETIES OF TEXAS
CFA SOCIETIES OF TEXAS (Texas) receives grants from 1 organization whose IRS filings report $394,301 to it, the largest being CFA INSTITUTE ($394,301). 1 of them have funded it in more than one year.
- Revenue FY2025
- $53k
- Funders on record
- 1
- Grants received
- $394k
- Net assets
- $126k
What Cfa Societies of Texas does
Mission
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.
As stated on its FY2025 Form 990-EZ.
Programs
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.
$17,945 spent65% of program spendingTo 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.
$6,900 spent25% of program spendingTo promote public awareness of the value of the cfa charter and the ethical and professional standards it embodies.
$2,910 spent10% of program spending
The 3 programs described on its FY2024 Form 990-EZ. Program spending in total: $27,755.
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $111k to $131k (+18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of CFA SOCIETIES OF TEXAS’s revenue is contributions — more earned-revenue than three-quarters of its peers (77% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 8 reported years ran a deficit.
Leadership and staff
Board chair
Giovanna Carter
Chairman
As listed on its FY2024 Form 990-EZ.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $70k → $57k.
From the IRS filings of CFA SOCIETIES OF TEXAS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETIES OF TEXAS draws 100% of its grant income from funders outside Texas, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CFA SOCIETIES OF TEXAS's revenue fell 48% between 2018 and 2025.
this organization peer median middle 50% of peers· 6,328 community improvement nonprofits under $100k, FY2025
Organizations like CFA SOCIETIES OF TEXAS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Texas
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETIES OF TEXAS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETIES OF TEXAS?
- CFA SOCIETIES OF TEXAS (Texas) receives grants from 1 organization whose IRS filings report $394,301 to it, the largest being CFA INSTITUTE ($394,301). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETIES OF TEXAS have?
- IRS filings report 1 organization giving $394,301 in grants to CFA SOCIETIES OF TEXAS, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETIES OF TEXAS?
- CFA INSTITUTE is the largest funder on record, with $394,301 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETIES OF TEXAS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Societies of Texas →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing