2024-02-02T16:33:20-06:00 2023-06-30 680456752 Dillwood Burkel & Millar LLP 175 Concourse Boulevard Suite A Santa Rosa CA 95403 990 2022-07-01 946078576 CFA Society San Francisco CFAS 4158147900 201 Spear Street NO 1100 San Francisco CA 94105 Anne O'Brien CEO 4158147900 2024-02-02 1 Anne OBrien 999009999 0 Christina Z Hollingsworth P02090706 7075778806 2024-02-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Anne O'Brien 201 Spear Street NO 1100 San Francisco CA 94105 1967562 0 X HTTP://WWW.CFA-SF.ORG X 1967 CA THE CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANAYLYST (CFA) DESIGNATION. CFASF ENCOURAGES THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH CONTINUING EDUCATION, SOCIAL INTERACTION AND THE EXCHANGE OF INVESTMENT IDEAS AND INFORMATION. CFASF SEEKS TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY. 13 13 4 43 0 0 0 0 920838 873612 25591 103058 1844 1344 948273 978014 0 0 0 0 633376 671360 0 0 0 293044 244179 926420 915539 21853 62475 1272591 1324069 231393 239389 1041198 1084680 CFA Society San Francisco's mission is to advance Bay Area investment professionals through education, career development, and community building. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X Anne O'Brien 4158147904 201 Spear Street 1100 San Francisco CA 94105 Joyce Li Past President 1.00 X 0 0 0 John Jordan President 2.00 X X 0 0 0 John Ailanjian Treasurer 3.00 X X 0 0 0 Margaret Reid Secretary 2.00 X X 0 0 0 Julie Barry Director 1.00 X 0 0 0 Kurt Braitberg Director 1.00 X 0 0 0 Hui-Chien Chang Director 1.00 X 0 0 0 Desmond Fang Director 1.00 X 0 0 0 Jeffery Hamrick Director 1.00 X 0 0 0 Anjie Pena Vice President 1.00 X X 0 0 0 Jane Leung Director 1.00 X 0 0 0 Sami Mesrour Director 1.00 X 0 0 0 Alan Wong Director 1.00 X 0 0 0 Anne O'Brien CEO 40.00 X 237673 0 23161 Eric Geedey Director Of Operations 40.00 X 115890 0 20160 353563 0 43321 2 0 1 0 0 Membership Dues 900099 535555 535555 CFA Institute Subsidy 611710 174664 174664 Sponsorship Revenue 900099 68461 68461 Program Events 611600 65460 65460 Career Development 561300 29472 29472 873612 15318 15318 1064800 12488 971067 18481 93733 -5993 87740 87740 Other 900099 1344 1344 1344 978014 873612 0 104402 272802 311288 9186 33023 45061 1128 18351 2527 28549 18597 10303 13700 10195 14984 3811 2825 Programs and events 111756 Telephone 4766 Other Expenses 2687 915539 241891 293544 23342 20000 54769 40498 24401 15033 12275 9368 926313 960659 14001 0 1272591 1324069 45652 61912 153679 177477 32062 0 231393 239389 X 1041198 1084680 1041198 1084680 1272591 1324069 62475 -18993 0 X 1 X 0 1 0 1 1 0 24401 15033 9368 9368 X Part X, Line 2: The Society determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of June 30, 2023 the Society had reviewed its tax positions and had concluded no reserve for uncertain tax positions were required. The Society's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for state. X 0 0 0 Anne O'Brien CEO 187673 0 50000 0 0 0 7162 0 15999 0 260834 0 0 0 Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS MEMBERS. Form 990, Part VI, Section A, line 7a THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS. Form 990, Part VI, Section B, line 11b THE PRESIDENT AND/OR THE TREASURER OF THE BOARD ARE IN CHARGE OF REVIEWING FORM 990 PRIOR TO FILING. ONLY ONE SIGNATURE IS REQUIRED. A COPY OF THE TAX FILING IS AVAILABLE TO ALL BOARD MEMBERS. Form 990, Part VI, Section B, line 12c INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT. Form 990, Part VI, Section B, line 15a THE BOARD OF DIRECTORS REVIEWS THE CEO/EXECUTIVE DIRECTORS' SALARIES ANNUALLY. Form 990, Part VI, Section C, line 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.