EIN 94-6078576

CFA Society San Francisco (CFASF)

IRS 501(c) type
501(c)(6)
Num. employees
4
Year formed
1929
Most recent tax filings
2022-06-01
NTEE code, primary
Description
CFA Society San Francisco (CFASF) leads the investment profession by promoting the highest standards of ethics and professional excellence through education and fellowship.
Total revenues
$948,273
2022
Total expenses
$926,420
2022
Total assets
$1,272,591
2022
Num. employees
4
2022

Program areas at CFASF

Cfa Society of San Francisco is a membership organization which provides continuing education, and professional development services to its members, while working to enhance awareness of the investment profession and Cfa designation within the community.

Personnel at CFASF

NameTitleCompensation
Anne O'BrienChief Executive Officer$234,517
T. Rowe PriceVice President, Us Intermediaries
Eric GeedeyManaging Director$107,210
Lindsey HelmanDirector , Marketing
Tanya Suba-TangSenior Membership Manager
...and 17 more key personnel

Financials for CFASF

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$920,838
Investment income and dividends$25,035
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$556
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,844
Total revenues$948,273

Form 990s for CFASF

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-12990View PDF
2019-062021-06-07990View PDF
2018-062019-09-14990View PDF
2017-062018-11-15990View PDF
2016-062017-08-28990OView PDF
...and 6 more Form 990s
Data update history
May 19, 2023
Updated personnel
Identified 5 new personnel
January 30, 2023
Updated personnel
Identified 2 new personnel
July 28, 2022
Updated personnel
Identified 6 new personnel
October 9, 2021
Posted financials
Added Form 990 for fiscal year 2019
September 29, 2021
Updated personnel
Identified 2 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Human servicesCrime and lawBusiness and industry
Characteristics
MembershipsState / local level
General information
Address
201 Spear St 1100
San Francisco, CA 94105
Metro area
San Francisco-Oakland-Berkeley, CA
Website URL
cfa-sf.org/ 
Phone
(415) 814-7905
Facebook page
CFASocietySanFrancisco 
Twitter profile
@cfasocietysf 
IRS details
EIN
94-6078576
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1929
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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