CFA Society of Houston
Revenue
$303k
year to 30 June 2025
Expenses
$307k
year to 30 June 2025
Total assets
$663k
$551 liabilities
Net assets
$662k
assets less liabilities
Directors and trustees
10
5.1 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Voting members
10
reported in Part VI
CFA Society of Houston's network
10 people5 organisationsi10 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brian Sharpe | Director | 2023 | 3 yrs |
| Giovanna Carter | Director | 2021 | 5 yrs |
| Janko Trenkoski | President | 2022 | 4 yrs |
| Jason Leder | Director | 2018 | 8 yrs |
| Jessica Seff | Vice President | 2025 | 1 yr |
| JUN GU | Director | 2019 | 7 yrs |
| Lee Partridge | Director | 2018 | 8 yrs |
| Steven Sheldon | Director | 2020 | 6 yrs |
| Thomas Sartor | Sec./Treasurer | 2025 | 1 yr |
| Todd Centurino | Past President | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Thomas Sartor | Sec./Treasurer | 3 | $0 | ||
| Giovanna Carter | Director | 3 | $0 | ||
| Jessica Seff | Vice President | 3 | $0 | ||
| Todd Centurino | Past President | 3 | $0 | ||
| Brian Sharpe | Director | 3 | $0 | ||
| Steven Sheldon | Director | 3 | $0 | ||
| Jason Leder | Director | 3 | $0 | ||
| Lee Partridge | Director | 3 | $0 | ||
| Jun Gu | Director | 3 | $0 | ||
| Janko Trenkoski | President | 3 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cfa Society of Houston
- EIN
- 237004744
- Address
- 1321 Antoine Dr, Houston, TX, 77055-6942
- State
- Texas
- Mission
- Leading investment professionals and serving the community by providing education and promoting objective and independent thought consistent with the highest ethical standards. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 5 (IRS master file code)
- Formed
- 1970
- IRS ruling date
- 1 July 1969
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
Most connected
Longest observed on the filings
≥8years on the filingsJason Leder
≥8years on the filingsLee Partridge
≥7years on the filingsJUN GU
≥6years on the filingsSteven Sheldon
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $663k
- Total liabilities
- $551
- Net assets or fund balances
- $662k
- Contributions and grants received
- $268k
- Program service revenue
- $0
- Employees
- 0
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Cfa Society Of Houston likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Entity type
- nonprofit corporation
- Status
- Not stated
- Formed
- 13 February 1970
- Registered agent
- Not stated
This register does not publish officers or directors.