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Cfa Society Of Alabama Inc

Cfa
  • Birmingham, AL
  • Tax-exempt since March 2018
  • EIN: 63-1064381

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$70.4k (2025)

Expenses
$64.2k (2025)

Total Assets
$86.4k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2017 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,445
Expenses
$64,239
Net Income
$6,206
Net Assets
$86,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,586
33.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,373
Total Liabilities $0
Net Assets $86,373
Compensation
Key Employees and Officers Compensation Other
Vallery N Brown Cfa (President) $0 $0
Ivan Truss Cfa (Vice President) $0 $0
Adrian Hughes Cfa (Secretary) $0 $0
Steven Elseroad Cfa (Treasurer) $0 $0
Michael D Anderson Cfa (Director) $0 $0
Santosh Singh Cfa (Director) $0 $0
Trey Cartledge Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Stephen Daniels Cfa (Director) $0 $0
Justin T Ogletree Cfa (Director) $0 $0
Dr Robert Brooks Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 31, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,865
Expenses
$89,199
Net Income
$4,666
Net Assets
$80,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,682
65.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,167
Total Liabilities $0
Net Assets $80,167
Compensation
Key Employees and Officers Compensation Other
Vallery N Brown Cfa (President) $0 $0
Ivan Truss Cfa (Vice President) $0 $0
Adrian Hughes Cfa (Secretary) $0 $0
Steven Elseroad Cfa (Treasurer) $0 $0
Michael D Anderson Cfa (Director) $0 $0
Santosh Singh Cfa (Director) $0 $0
Trey Cartledge Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Stephen Daniels Cfa (Director) $0 $0
Justin T Ogletree Cfa (Director) $0 $0
Dr Robert Brooks Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 12, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,352
Expenses
$86,836
Net Income
-$484
Net Assets
$75,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,435
79.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $75,501
Total Liabilities $0
Net Assets $75,501
Compensation
Key Employees and Officers Compensation Other
Santosh Singh Cfa (President) $0 $0
Michael D Anderson Cfa (Vice President) $0 $0
Ivan Truss Cfa (Secretary) $0 $0
Vallery N Brown Cfa (Treasurer) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Daniel Sanabria Cfa (Director) $0 $0
Trey Cartledge Cfa (Director) $0 $0
Jason Murray Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Lucas Fitts Cfa (Director) $0 $0
Stephen Daniels Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 13, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,033
Expenses
$100,181
Net Income
-$15,148
Net Assets
$75,985
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,757
53.8%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $75,985
Total Liabilities $0
Net Assets $75,985
Compensation
Key Employees and Officers Compensation Other
Trey Cartledge Cfa (President) $0 $0
Santosh Singh Cfa (Vice President) $0 $0
Vallery N Brown Cfa (Secretary) $0 $0
Michael D Anderson Cfa (Treasurer) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Daniel Sanabria Cfa (Director) $0 $0
Gary Partridge Cfa (Director) $0 $0
Jason Murray Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Lucas Fitts Cfa (Director) $0 $0
Stephen Daniels Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,445
Expenses
$39,365
Net Income
$33,080
Net Assets
$91,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,377
57.1%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $91,133
Total Liabilities $0
Net Assets $91,133
Compensation
Key Employees and Officers Compensation Other
Adrian Hughes Cfa (Director) $0 $0
Andy Webb Cfa (Director) $0 $0
Gary Partridge Cfa (Director) $0 $0
Jason Murray Cfa (President) $0 $0
Johan Grahs Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Lucas Fitts Cfa (Director) $0 $0
Michael D Anderson Cfa (Secretary) $0 $0
Santosh Singh Cfa (Treasurer) $0 $0
Stephen Daniels Cfa (Director) $0 $0
Trey Cartledge Cfa (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 16, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$89,235
Expenses
$87,358
Net Income
$1,877
Net Assets
$58,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,058
80.8%
Investment Income $77
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,053
Total Liabilities $0
Net Assets $58,053
Compensation
Key Employees and Officers Compensation Other
J Andrew Webb Cfa Cpa (President) $0 $0
Jason Murray Cfa (Vice President) $0 $0
Trey Cartledge Cfa (Treasurer) $0 $0
Michael Adair Cfa (Secretary) $0 $0
C Johan Grahs Cfa (Director) $0 $0
William H Aycock Iii Cfa (Director) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Adam Rogers Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
Stephen Daniels Cfa (Director) $0 $0
Lucas Fitts Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 27, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,378
Expenses
$84,017
Net Income
$14,361
Net Assets
$56,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,270
77.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,176
Total Liabilities $0
Net Assets $56,176
Compensation
Key Employees and Officers Compensation Other
Stephen Daniels Cfa (President) $0 $0
J Andrew Webb Cfa Cpa (Vice President) $0 $0
Jason Murray Cfa (Treasurer) $0 $0
Trey Cartledge Cfa (Secretary) $0 $0
C Johan Grahs Cfa (Director) $0 $0
William H Aycock Iii Cfa (Director) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Courtenay Bloodworth Cfa (Director) $0 $0
Stephen K Smith Cfa (Director) $0 $0
Adam Rogers Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 6, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,058
Expenses
$95,337
Net Income
-$5,279
Net Assets
$41,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,258
75.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,815
Total Liabilities $0
Net Assets $41,815
Compensation
Key Employees and Officers Compensation Other
Stephen Daniels Cfa (President) $0 $0
J Andrew Webb Cfa Cpa (Vice President) $0 $0
Jason Murray Cfa (Treasurer) $0 $0
Trey Cartledge Cfa (Secretary) $0 $0
C Johan Grahs Cfa (Director) $0 $0
William H Aycock Iii Cfa (Director) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Courtenay Bloodworth Cfa (Director) $0 $0
Stephen K Smith Cfa (Director) $0 $0
Adam Rogers Cfa (Director) $0 $0
Zach Ivey Cfa (Director) $0 $0
Justin Mayfield Cfa (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,521
Expenses
$79,241
Net Income
$280
Net Assets
$47,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,821
76.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,094
Total Liabilities $0
Net Assets $47,094
Compensation
Key Employees and Officers Compensation Other
Rusty Yerkes Phd Cfa Frm Cfp C (Director) $0 $0
Guillermo Araoz Cfa (Director) $0 $0
Adrian Hughes Cfa (Director) $0 $0
Courtenay Bloodworth Cfa (Director) $0 $0
Stephen K Smith Cfa (Director) $0 $0
Kent Russell Cfa Cfp (Director) $0 $0
Adam Rogers Cfa (Director) $0 $0
Zach Ivey Cfa (Director) $0 $0
Johan Grahs Cfa (President) $0 $0
William H Aycock Iii Cfa (Vice President) $0 $0
Stephen Daniels Cfa (Treasurer) $0 $0
J Andrew Webb Cfa Cpa (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 3, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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