Cfta INC FY2023 filing

Not tax-deductible

Oklahoma City, OK501(c)(6)Since 2020Community Development EIN 85-2500679Revenue $237K in FY2023

On file with the IRScfta.org6608 N Western Ave Ste 1518, 73116-7326 · Oklahoma City, OKTax-exempt since Feb 2021

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Our mission is to keep campus facilities management professionals up to date on the latest trends, issues, security, efficiency, and architectural technology that will improve their performance and aid in the success of their facility in meeting challenges that may arise now and in the future.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
66¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $37K a year · 22% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
5 mo
of spending, in cash
Looks good: 4.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$237K
+11% vs prior year
Spent
$249K
To programs
66%
Net assets
$97K
By yearFY2020–FY2025
Revenue
$237K
FY2023▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$25
FY2021$56K
FY2022$213K
FY2023$237K
FY2024$296K
FY2025$215K
Expenses
$249K
FY2023▲ +61%
Tap a bar for its year
Expenses by fiscal year
FY2020$0
FY2021$7K
FY2022$155K
FY2023$249K
FY2024$208K
FY2025$180K
Net assets
$97K
FY2023▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$25
FY2021$49K
FY2022$108K
FY2023$97K
FY2024$185K
FY2025$220K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $163K Management & general 34% · $86K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Cfta INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports campus facilities managers in administering complex operations.

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Provided by the organization

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3 programs · $163K · in their own filed words · FY2023
01

Annual Conference

CFTA Inc. led by the Executive Director and Board of Directors completed a successful campaign securing business partners to support the mission and execute the annual conference in person, where participants engaged in educational sessions, hands on learning, professional networking, and activities to strengthen the CFTA professional…

$163Kprogram expense
02

Member programming includes monthly virtual conversations, the online membership directory, job board, and the online member forum which has continued to gain momentum as a year round resource for campus members and business partners to share solutions, discuss critical topics of the industry, grow their careers, and network for…

Pt IX · col B
03

.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$237K
Ln 12
Fees for servicesLn 2g$165K
Gifts and grantsLn 1h$72K
Other incomeLn 4–11$210
Money outPt IX
$249K
Ln 25
Programscol B$163K
Managementcol C$86K
Owns and owesPt X
$97K
net assets · Ln 32
Cash and savingsLn 1–2$97K
Total assetsLn 16$97K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$72K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$165K
Other incomeLn 4–11$210
Gains on assetsLn 7$0
Total revenueLn 12$237K
Assets in detailPt X, end of year
CashLn 1$97K
SavingsLn 2$0
Cash and savings togetherLn 1–2$97K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$97K
LiabilitiesLn 26$0
Net assetsLn 32$97K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$108K$97K
InvestmentsLn 11–13$0$0
Total assetsLn 16$108K$97K
LiabilitiesLn 26$0$0
Net assetsLn 32$108K$97K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$95K$27K$68K$0
Legal feesLn 11b$225$225$0
Accounting feesLn 11c$1K$1K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$8K$0$8K$0
Information technologyLn 14$11K$3K$8K$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$71K$71K$0$0
TravelLn 17$2K$2K$0$0
Conferences, conventions and meetingsLn 19$59K$59K$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$723$723$0$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$249K$163K$86K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $215K$180K$35K$220K 990 PDF
FY2024 $296K$208K$88K$185K 990 PDF
FY2023 Viewing $237K$249K−$11K$97K 990 PDF
FY2022 $213K$155K$59K$108K 990 PDF
FY2021 $56K$7K$49K$49K 990 PDF
FY2020 $25$0$25$25 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $237,440 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,975$72,175
I-9 Program service revenuePrior year $195,774$165,055
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $2,691$210
I-12 Total revenuePrior year $213,440$237,440
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $154,627$248,604
I-18 Total expensesPrior year $154,627$248,604
I-19 Revenue less expensesPrior year $58,813−$11,164
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $237,440 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$27,800
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$44,375
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$72,175
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $165,055 · Unrelated business $0 · Excluded from tax $0$165,055
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $210 · Unrelated business $0 · Excluded from tax $0$210
VIII-12 Total revenueRelated to mission $165,265 · Unrelated business $0 · Excluded from tax $0$237,440
Part IX · Statement of functional expenses $248,604 across 29 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $27,383 · Management $68,078 · Fundraising $0$95,461
IX-11b Legal feesManagement $225 · Fundraising $0$225
IX-11c Accounting feesManagement $1,480 · Fundraising $0$1,480
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $7,992 · Fundraising $0$7,992
IX-14 Information technologyPrograms $2,917 · Management $7,883 · Fundraising $0$10,800
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $71,022 · Management $0 · Fundraising $0$71,022
IX-17 TravelPrograms $1,643 · Management $0 · Fundraising $0$1,643
IX-19 Conferences, conventions and meetingsPrograms $59,258 · Management $0 · Fundraising $0$59,258
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $723 · Management $0 · Fundraising $0$723
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $162,946 · Management $85,658 · Fundraising $0$248,604
Part X · Balance sheet $96,713 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $107,877$96,713
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $107,877$96,713
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $107,877$96,713
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $107,877$96,713
X-33 Total liabilities and net assetsStart of year $107,877$96,713
Part XI · Reconciliation of net assets $96,713 net assets at year end
XI-1 Total revenue$237,440
XI-2 Total expenses$248,604
XI-3 Revenue less expenses−$11,164
XI-4 Net assets at start of year$107,877
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$96,713

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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