Cfa Society San Francisco
- Assets
- $1.4m
- Revenue
- $853.2k
- Investments
- $0.0
- Employees
- 4
- Location
- San Francisco, CA
- Founding
- 02/1968
- Data as of
- 06/2021
- EIN
- 94-6078576
Organization Overview
Cfa Society San Francisco is located in San Francisco, CA. The organization was established in 1968. According to its NTEE Classification (I99) the organization is classified as: Crime & Legal-Related N.E.C., under the broad grouping of Crime & Legal-Related and related organizations. As of 06/2021, Cfa Society San Francisco employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society San Francisco is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2021, Cfa Society San Francisco generated $853.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.0%) each year. All expenses for the organization totaled $790.7k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (7.1%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING EDUCATIONAL, NETWORKING CAREER DEVELOPMENT AND OTHER RELATED PROGRAMS FOR INVESTMENT MANAGEMENT PROFESSIONALS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne O'brien CEO | Officer | 40 | $232,318 |
Alan Wong President | OfficerTrustee | 5 | $0 |
Joyce Li Vice-President | OfficerTrustee | 2 | $0 |
Jane Leung Treasurer | OfficerTrustee | 3 | $0 |
John Jordan Secretary | OfficerTrustee | 2 | $0 |
John Ailanjian Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $838,500 |
| Investment income | $14,069 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $853,165 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $269,309 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $230,708 |
| Pension plan accruals and contributions | $6,826 |
| Other employee benefits | $25,161 |
| Payroll taxes | $39,705 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $16,585 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $12,800 |
| Advertising and promotion | $11,782 |
| Office expenses | $14,025 |
| Information technology | $19,572 |
| Royalties | $0 |
| Occupancy | $80,220 |
| Travel | $869 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $9,821 |
| Insurance | $10,530 |
| All other expenses | $0 |
| Total functional expenses | $790,679 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $239,554 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $40,160 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $45,361 |
| Net Land, buildings, and equipment | $20,256 |
| Investments—publicly traded securities | $1,006,664 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $14,001 |
| Total assets | $1,365,996 |
| Accounts payable and accrued expenses | $50,883 |
| Grants payable | $0 |
| Deferred revenue | $152,551 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $37,854 |
| Total liabilities | $241,288 |
| Net assets without donor restrictions | $1,124,708 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,365,996 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Cfa Society San Francisco has recieved totaling $216,971.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $216,971 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lane County Defense Consortium Eugene, OR | $168,740 | $1,641,360 |
Jams Foundation Irvine, CA | $933,845 | $991,350 |
Cfa Society San Francisco San Francisco, CA | $1,365,996 | $853,165 |
National Indian Justice Center Inc Santa Rosa, CA | $1,201,200 | $730,624 |
California Association Of Licensed Security Agencies Guards And Assoc Sacramento, CA | $417,521 | $682,594 |
We T I P Inc Rancho Cucamonga, CA | $48,233 | $277,764 |
Cleaa Llc Tucson, AZ | $475,805 | $500,436 |
Stand Up For Victims Visalia, CA | $5,603 | $300,000 |
Arizona Law Enforcement Air Support Hereford, AZ | $4,197,851 | $4,465,515 |
Oregon Women Lawyers Portland, OR | $266,305 | $247,295 |
Community Lawyers Inc Compton, CA | $88,062 | $0 |
Hawaii Association For Justice Honolulu, HI | $277,637 | $246,502 |