Public Charity

CFA SOCIETY OF DALLASFORT WORTH

CFA SOCIETY OF DALLASFORT WORTH, of IRVING, TX, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $685K in revenue, $575K in expenses, $799K in total assets. 8 publicly reported grants to this organization, totaling roughly $750K, appear in IRS filings.

EIN: 237078748 IRVING, TX Latest filing: 2025
Total Revenue$685K
Total Expenses$575K
Total Assets$799K
Grant Records8
Funding Total$750K
Filing Years2021–2025

Mission

PROMOTION OF ETHICAL PRACTICES

Officers & Directors

Director Alan Ives
Director Bill Thompson
Vice President Brandon Troegle
Director Brian Humenesky
Treasurer Dan Drabinski
Director Grant Jackson

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$749,608 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $685K $575K $799K
2024 $494K $518K $676K
2023 $373K $410K $700K
2022 $363K $384K $737K
2021 $344K $201K $758K

Between 2021 and 2025, reported annual revenue grew from $344K to $685K (+99%), with total assets most recently reported at $799K.

Interactive year-over-year charts and full filing details available with membership.

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