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 2025 filing shows $77K in revenue, $102K in expenses, $285K in total assets. 8 publicly reported grants to this organization, totaling roughly $436K, appear in IRS filings.
EIN: 203779358
Oklahoma City, OK
Latest filing: 2025
Total Revenue$77K
Total Expenses$102K
Total Assets$285K
Grant Records8
Funding Total$436K
Filing Years2023–2025
Sample Grants Received
GEN SUPPORT
$25,232
GEN SUPPORT
$60,261
GEN SUPPORT
$64,819
GEN SUPPORT
$69,112
GEN SUPPORT
$78,056
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Secretary
Clint Dishman
Treasurer
Cory Robinson
President
Dan Myers
Vice 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 |
|---|---|---|---|
| 2025 | $77K | $102K | $285K |
| 2024 | $109K | $81K | $309K |
| 2023 | $104K | $106K | $281K |
Between 2023 and 2025, reported annual revenue declined from $104K to $77K (-26%), with total assets most recently reported at $285K.
Interactive year-over-year charts and full filing details available with membership.