Small Public Charity

CFA SOCIETIES OF TEXAS

Based in DRIFTWOOD, TX, CFA SOCIETIES OF TEXAS operates as a Small Public Charity. The organization reported $53K in revenue, $58K in expenses, $126K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $394K.

EIN: 454833185 DRIFTWOOD, TX Latest filing: 2025
Total Revenue$53K
Total Expenses$58K
Total Assets$126K
Grant Records8
Funding Total$394K
Filing Years2020–2025

Mission

THE CFA SOCIETIES OF TEXAS IS A COLLABORATIVE ASSOCIATION OF TEXAS CFA SOCIETIES TO FURTHER THE PROMOTION OF THE ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT INDUSTRY, TO ENHANCE PROFESSIONAL DEVELOPMENT OPPORTUNITIES THROUGH THE CFA PROGRAM, AND TO FACILITATE THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.

Officers & Directors

Director Brandon Troegle
Director Christopher Loop
Director Gabe Thornhill
Chairman Giovanna Carter
Treasurer Kevin Lincoln
Director Lela Dunlap

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$394,301 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $53K $58K $126K
2024 $123K $103K $131K
2023 $82K $66K $111K
2021 $54K $52K $112K
2020 $58K $45K $110K

Between 2020 and 2025, reported annual revenue declined from $58K to $53K (-10%), with total assets most recently reported at $126K.

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

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