Overview
What is Cfa Society San Francisco?
Cfa Society San Francisco is a California-based nonprofit organization, specifically located at 201 Spear Street 1100, San Francisco, CA 94105. With a dedicated team of four employees, its primary mission is to enhance the investment profession and the esteem of the Chartered Financial Analyst (CFA) designation within the community. To achieve this, the organization provides a range of educational, networking, and career development programs for investment management professionals. By fostering high standards of competence and ethics, Cfa Society San Francisco encourages its members' professional growth through continuous education, social interaction, and the exchange of investment ideas and information. The nonprofit is dedicated to promoting awareness of the investment profession and the CFA designation within its local community.
Official website here: www.cfa-sf.org
Is Cfa Society San Francisco legitimate?
Cfa Society San Francisco is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society San Francisco submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $367,741
Professional Fundraising Fees: $0
Other Salaries and Wages: $256,417
For more financial information, click here
Official website here: www.cfa-sf.org
What is the mission statement of Cfa Society San Francisco?
The Cfa Society San Francisco, as a California-based non-profit organization, is dedicated to promoting high ethical and professional standards in the investment management field. This is achieved through the Chartered Financial Analyst (CFA) designation. The society encourages the continuous development of its members by providing educational resources, facilitating networking opportunities, and promoting the exchange of investment ideas and information. Furthermore, the Cfa Society San Francisco aims to increase awareness of the investment profession and the CFA designation within the broader community.
Official website here: www.cfa-sf.org
Who is the CEO of Cfa Society San Francisco?
Anne O'Brien is the CEO of Cfa Society San Francisco The CEO's salary of Cfa Society San Francisco is $252,136 and their total compensation is $296,998.
Official website here: www.cfa-sf.org
What is the revenue of Cfa Society San Francisco?
Cfa Society San Francisco's revenue in 2024 was $978,760.
Official website here: www.cfa-sf.org
Who are the executives of Cfa Society San Francisco and what are their salaries?
The average compensation at Cfa Society San Francisco during 2024 was $156,040. There are 4 employees and 49 volunteers at Cfa Society San Francisco.
Here are 16 key members and their salaries (Cfa Society San Francisco's CEO's salary is $252,136 and their total compensation is $296,998):
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- Compensation: $252,136
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- Compensation: $122,121
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- Other: $21,061
Official website here: www.cfa-sf.org
Where can I find the form 990 for Cfa Society San Francisco?
Cfa Society San Francisco's most recent form 990 was submitted in 2024 and can be accessed here.
Official website here: www.cfa-sf.org
Learn more at the official website: www.cfa-sf.org
Mission Statement of Cfa Society San Francisco
The Cfa Society San Francisco, as a California-based non-profit organization, is dedicated to promoting high standards of competence and ethics within the investment management profession. This is embodied in the Chartered Financial Analyst (CFA) designation. The society encourages the professional development of its members by offering various educational, networking, and career development programs. This is achieved through continuous education, social interaction, and the exchange of investment ideas and information. The Cfa Society San Francisco seeks to enhance awareness of the investment profession and the CFA designation within the broader community. This is done by fostering a supportive environment for its members, where they can grow both personally and professionally. The society's mission is to contribute to the advancement of the investment industry and to uphold the integrity of the CFA designation.
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Impact
October, 2024
CFA Society San Francisco significantly impacts investment management professionals by fostering a culture of continuous education and professional growth. Through various educational programs, networking events, and career development initiatives, the society supports its members in staying at the forefront of the industry. By promoting high standards of competence and ethics associated with the Chartered Financial Analyst (CFA) designation, the society enhances the professional standards within the community.
Additionally, CFA Society San Francisco plays a critical role in raising awareness of the investment profession and the CFA designation, thereby strengthening the overall perception of the industry. By encouraging social interactions and the exchange of investment ideas, it creates a vibrant community of professionals who are well-equipped to navigate the complexities of the financial landscape. Ultimately, the society not only aids individual members in their career paths but also contributes to the improvement of the investment profession as a whole in San Francisco and beyond.
This information is meant to be a general summary of Cfa Society San Francisco. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2024.
- Investment Income: $31,745
- Program Service Revenue: $939,780
- Gross Receipts: $1,311,958
Assets and Liabilities:
- Total Assets: $1,272,591
- Total Liabilities: $231,393
- Net Assets: $1,041,198
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$520,129
PROGRAM EVENTS
Revenue
$171,592
CFA INSTITUTE SUBSIDY
Revenue
$152,544
SPONSORSHIP REVENUE
Revenue
$72,124
CAREER DEVELOPMENT
Revenue
$23,391
Organization Details
Founding Year
1929
Principal Officer
Eric Geedey
Website
www.cfa-sf.orgNTEE Category
Code: S41 - Community improvement
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