Mission
Education and Professional Development
Small Public Charity
CFA Society Oklahoma
CFA Society Oklahoma, of Oklahoma City, OK, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2026 filing shows $112K in revenue, $101K in expenses, $296K in total assets. 9 publicly reported grants to this organization, totaling roughly $456K, appear in IRS filings.
EIN: 203779358
Oklahoma City, OK
Youth Development - Agricultural
NTEE: O52
Latest filing: 2026
Total Revenue$112K
Total Expenses$101K
Total Assets$296K
Grant Records9
Funding Total$456K
Filing Years2023–2026
Sample Grants Received
GEN SUPPORT
$19,552
GEN SUPPORT
$25,232
GEN SUPPORT
$60,261
GEN SUPPORT
$64,819
GEN SUPPORT
$69,112
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
Treasurer
Clint Dishman
Vice President
Cory Robinson
Director
Dan Myers
President
James Savage
Director
Liu Liu
Director
Olena Lifset
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $112K | $101K | $296K |
| 2025 | $77K | $102K | $285K |
| 2024 | $109K | $81K | $309K |
| 2023 | $104K | $106K | $281K |
Between 2023 and 2026, reported annual revenue grew from $104K to $112K (+8%), with total assets most recently reported at $296K.
Interactive year-over-year charts and full filing details available with membership.