Texas · Nonprofit
CFA SOCIETY OF AUSTIN
CFA SOCIETY OF AUSTIN (Texas) receives grants from 1 organization whose IRS filings report $431,666 to it, the largest being CFA INSTITUTE ($431,666). 1 of them have funded it in more than one year.
- Revenue FY2025
- $265k
- Funders on record
- 1
- Grants received
- $432k
- Net assets
- $442k
What Cfa Society of Austin does
Mission
The Cfa Society of Austin promotes ethical and professional standards within the investments industry, encourages professional development through the cfa program, and facilitates the open exchange of information and opinions.
As stated on its FY2025 Form 990.
Programs
Annual dinner with inspirational speaker and 316 in attendance
$67,236 spent$74,240 earned by the program50% of program spendingPlanned and sponsored ten monthly luncheons with educational programs of interest to financial investment management professionals to broaden their knowledge and to interact with speakers and members regarding such issues. Topics included investing, financial markets and factors affecting the economy. Attendance at such functions ranged from 20 to 70 persons.
$53,580 spent40% of program spendingThe charterholder dinner with inspirational speaker was held december 5, 2024
$12,629 spent9% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $133,445.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 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 and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $400k to $509k (+27%).
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.
15% of CFA SOCIETY OF AUSTIN’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $76k → $38k.
From the IRS filings of CFA SOCIETY OF AUSTIN’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 SOCIETY OF AUSTIN 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 SOCIETY OF AUSTIN's revenue grew 55% between 2017 and 2025.
this organization peer median middle 50% of peers· 7,175 community improvement nonprofits $100k–$1M, FY2025
Organizations like CFA SOCIETY OF AUSTIN
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.
Where the money goes
65% of spending goes to programs.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF AUSTIN: 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 SOCIETY OF AUSTIN?
- CFA SOCIETY OF AUSTIN (Texas) receives grants from 1 organization whose IRS filings report $431,666 to it, the largest being CFA INSTITUTE ($431,666). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF AUSTIN have?
- IRS filings report 1 organization giving $431,666 in grants to CFA SOCIETY OF AUSTIN, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF AUSTIN?
- CFA INSTITUTE is the largest funder on record, with $431,666 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF AUSTIN 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 Society of Austin →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), 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