Cfa Society Of Oklahoma
Cfa Society Of Oklahoma maintains strong financial health with growing assets and no liabilities, operating with volunteer leadership.
EIN: 203779358 · Oklahoma City, OK · NTEE: O52 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $77K |
| Total Expenses | $81K |
| Program Spending | 80% |
| Net Assets | $309K |
| Transparency Score | 85/100 |
Is Cfa Society Of Oklahoma Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Cfa Society Of Oklahoma directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Cfa Society Of Oklahoma
Cfa Society Of Oklahoma (EIN: 203779358) is a nonprofit organization based in Oklahoma City, OK, classified under NTEE code O52. The organization reported total revenue of $77K and total assets of $285K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Cfa Society Of Oklahoma's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Cfa Society Of Oklahoma is a micro nonprofit that has been operating for 12 years, with 5 years of IRS 990 filings on record (2019–2024). Revenue has grown at a compound annual rate of 1.9%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $109K |
| Total Expenses | $81K |
| Surplus / Deficit | +$28K |
| Total Assets | $309K |
| Net Assets | $309K |
| Operating Margin | 26.0% |
| Months of Reserves | 46.0 months |
Financial Health Grade: A
In 2024, Cfa Society Of Oklahoma reported a surplus of $28K with revenue exceeding expenses, holds 46.0 months of operating reserves (strong position).
Financial Trends
Over 5 years of filings (2019–2024), Cfa Society Of Oklahoma's revenue has grown at a compound annual growth rate (CAGR) of 1.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +4.4% | -24.1% | +10.1% |
| 2023 | +10.8% | +96.2% | -0.7% |
| 2022 | +19.8% | +203.7% | +16.5% |
| 2021 | -20.7% | -66.1% | +130.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2014 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Cfa Society Of Oklahoma with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Cfa Society Of Oklahoma allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $28K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is likely volunteer-based, which significantly reduces administrative costs and maximizes resources for its mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Cfa Society Of Oklahoma:
- Consistent asset growth, from $105,365 in 2019 to $309,339 in 2024.
- Zero reported liabilities across all filing periods, indicating strong financial health.
- 0% officer compensation, suggesting volunteer leadership and efficient use of funds.
- Consistent filing of IRS Form 990s, demonstrating transparency.
- Generally low expense ratios relative to revenue, such as $17,846 expenses on $78,689 revenue in 2021.
Frequently Asked Questions about Cfa Society Of Oklahoma
Is Cfa Society Of Oklahoma a legitimate charity?
Cfa Society Of Oklahoma (EIN: 203779358) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 85/100. It has 5 years of IRS 990 filings on record. Total revenue: $77K. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Cfa Society Of Oklahoma spend its money?
Cfa Society Of Oklahoma directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Cfa Society Of Oklahoma tax-deductible?
Cfa Society Of Oklahoma is registered as a tax-exempt nonprofit (EIN: 203779358). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Cfa Society Of Oklahoma's spending goes to programs?
Cfa Society Of Oklahoma directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Cfa Society Of Oklahoma compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Cfa Society Of Oklahoma is above average for NTEE category O52 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Cfa Society Of Oklahoma located?
Cfa Society Of Oklahoma is headquartered in Oklahoma City, Oklahoma and files with the IRS under EIN 203779358. It is classified under NTEE code O52.
How many years of IRS 990 filings does Cfa Society Of Oklahoma have?
Cfa Society Of Oklahoma has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $77K in total revenue.
Is Cfa Society Of Oklahoma a good charity?
Based on the provided financial data, Cfa Society Of Oklahoma appears to be a well-managed organization. It exhibits strong financial health with growing assets, no liabilities, and a consistent record of low expenses relative to revenue, especially considering the 0% officer compensation.
How has Cfa Society Of Oklahoma's asset base changed over time?
Cfa Society Of Oklahoma's assets have shown significant growth, increasing from $105,365 in 2019 to $309,339 in 2024, representing a nearly threefold increase over five years.
What is the organization's liability situation?
The organization consistently reports $0 in liabilities across all five available filings, indicating excellent financial stability and no outstanding debts.
Does Cfa Society Of Oklahoma pay its officers?
No, the IRS 990 data indicates 0% officer compensation for all reported periods, suggesting that the organization's leadership is volunteer-based.
Filing History
IRS 990 filing history for Cfa Society Of Oklahoma showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2019–2024), Cfa Society Of Oklahoma's revenue has grown by 10%, moving from $99K to $109K. Total assets increased by 193.6% over the same period, from $105K to $309K. Total functional expenses rose by 53.5%, from $53K to $81K. In its most recent filing year (2024), Cfa Society Of Oklahoma reported a surplus of $28K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $109K | $81K | $309K | $0 | — | — |
| 2023 | $104K | $106K | $281K | $0 | — | View 990 |
| 2022 | $94K | $54K | $283K | $0 | — | View 990 |
| 2021 | $79K | $18K | $243K | $0 | — | — |
| 2019 | $99K | $53K | $105K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $109K, expenses of $81K, and assets of $309K (revenue +4.4% year-over-year).
- 2023: Revenue of $104K, expenses of $106K, and assets of $281K (revenue +10.8% year-over-year).
- 2022: Revenue of $94K, expenses of $54K, and assets of $283K (revenue +19.8% year-over-year).
- 2021: Revenue of $79K, expenses of $18K, and assets of $243K (revenue -20.7% year-over-year).
- 2019: Revenue of $99K, expenses of $53K, and assets of $105K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Cfa Society Of Oklahoma:
Data Sources and Methodology
This transparency report for Cfa Society Of Oklahoma is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.