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EIN 20-3779358

CFA Society Oklahoma

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Oklahoma City
State
Oklahoma
Year formed
2014
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Educational programming for Oklahoma City and Tulsa CFA members as well as an annual dinner. Education and Professional Development. Exempt purpose achievements.
Also known as...
Cfa Society of Oklahoma
Total revenues
$104,480
2023
Total expenses
$106,335
2023
Total assets
$280,933
2023
Num. employees
n/a

Who funds CFA Society Oklahoma

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$64,819

Personnel at CFA Society Oklahoma

NameTitleCompensation
Dan MyersTreasurer$0
Liu LiuVice President$0

Financials for CFA Society Oklahoma

RevenuesFYE 06/2023
Total grants, contributions, etc.$103,727
Program services$0
Membership dues$19,413
Investment income and dividends$753
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$104,480

Form 990s for CFA Society Oklahoma

Fiscal year endingDate received by IRSFormPDF link
2023-062023-08-17990EZView PDF
2022-062022-11-09990EZView PDF
2019-062020-06-01990EOView PDF
Data update history
October 7, 2023
Posted financials
Added Form 990EZ for fiscal year 2023
September 28, 2023
Used new vendors
Identified 1 new vendor, including
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $64,819 from CFA Institute
July 31, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 7, 2023
Updated personnel
Identified 6 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationHuman servicesChildrenBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 2694
Oklahoma City, OK 73101
Metro area
Oklahoma City, OK
Website URL
cfasociety.org/oklahoma/pages/default.aspx 
Phone
(316) 461-0849
IRS details
EIN
20-3779358
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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