Mission
THE CFA SOCIETY OF AUSTIN PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENTS INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.
Public Charity
CFA SOCIETY OF AUSTIN
CFA SOCIETY OF AUSTIN is a Public Charity headquartered in AUSTIN, TX. Financial data from the 2025 filing: $265K revenue, $283K expenses, $459K total assets. 8 publicly reported grants to this organization, totaling roughly $432K, appear in IRS filings.
EIN: 721621543
AUSTIN, TX
Latest filing: 2025
Total Revenue$265K
Total Expenses$283K
Total Assets$459K
Grant Records8
Funding Total$432K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$42,236
GEN SUPPORT
$38,486
GEN SUPPORT
$51,098
GEN SUPPORT
$55,231
GEN SUPPORT
$55,249
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Andrew Moore
Director
Courtney Dunn
Director
Daniel Judd
Treasurer
Fraser Armstrong-Watters
Director
Gabe Thornhill
Director
Griffin Watkins
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $265K | $283K | $459K |
| 2024 | $198K | $251K | $472K |
| 2023 | $179K | $176K | $513K |
| 2021 | $141K | $50K | $400K |
| 2020 | $208K | $144K | $309K |
Between 2020 and 2025, reported annual revenue grew from $208K to $265K (+27%), with total assets most recently reported at $459K.
Interactive year-over-year charts and full filing details available with membership.