2025-10-28T11:39:58-04:00 2025-06-30 861112106 GARY IRVIN 19125 NORTHCREEK PARKWAY SUITE 120 BOTHELL WA 980118000 990 2024-07-01 911164972 CFA SOCIETY OF SEATTLE CFAS 3606200790 PO BOX 8388 COVINGTON WA 98042 OLGA BYSTROVA PRESIDENT 3606200790 2025-10-17 true GARY IRVIN P00027415 4252861100 2025-10-17 X 2024 2025-03-06 01:10:19Z OLGA BYSTROVA PO BOX 8388 COVINGTON WA 98042 379524 false X WWW.CFASEATTLE.ORG X 1976 WA THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. 10 10 0 20 0 213940 215465 151771 143110 14957 20949 0 380668 379524 0 0 81000 90000 0 0 302292 239914 383292 329914 -2624 49610 567944 617554 0 567944 617554 X THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. false false THE ORGANIZATION CONDUCTS HIGH QUALITY PROGRAMS AND DISSEMINATES INFORMATION AND IDEAS RELATING TO INVESTMENTS (TOPICAL PROGRAMS, ACCOUNTING & ECONOMIC SEMINARS,AND CONTINUTING EDUCATION CLASSES). PRESENTATIONS ARE MADE BY THE MANAGEMENT OF MAJOR CORPORATIONS TO MEMBERS AND THEIR GUESTS. OVER 20 LOCAL EVENTS AND PROGRAMS ARE HOSTED DURING THE YEAR. THE ORGANIZATION ALSO PROVIDES JOB PLACEMENT LISTINGS AND MAKES CFA INSTITUTE PUBLICATIONS AVAILABLE TO ITS MEMBERS. ADDITIONALLY, THE ORGNIZATION OFFERS PREPARATORY EDUCATION PROGRAMS (CFA STUDY PROGRAMS) CONDUCTED FOR CANDIDATES ENROLLED IN THE CHARTERED FINANCIAL ANALYST PROGRAM. false true false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 2 0 0 false false false false false false false false X 10 10 false true false false true true false true false false false false false false false true false false X PAM WEBB 3606200790 PO BOX 8388 COVINGTON WA 98042 OLGA BYSTROVA PRESIDENT 2.50 X X 0 0 0 GARRETT GRIGAS VICE PRESIDE 1.00 X X 0 0 0 LAURA FOSTER SECRETARY 1.00 X X 0 0 0 MONIKA AGARWAL TREASURER 1.00 X X 0 0 0 ALEC STAIS PAST PRESIDE 1.00 X 0 0 0 HAYDEN WIECK DIRECTOR 1.00 X 0 0 0 GIORAH BOUR DIRECTOR 1.00 X 0 0 0 DAVID SIMPSON DIRECTOR 1.00 X 0 0 0 JASON KRONSTAD DIRECTOR 1.00 X 0 0 0 RAMIRO HIGUERA DIRECTOR 1.00 X 0 0 0 PAM WEBB EXEC. ADMINI 40.00 X 90000 0 0 90000 false false false 131048 84417 215465 ANNUAL FORECAST DINNER REVENU 94937 94937 GOLF SOCIAL 15895 15895 SOCIALS 14112 14112 JOB REVENUE BOARD 11530 11530 PROGRAM SERVICE FEES 2881 2881 3755 3755 143110 20949 20949 379524 164059 X 90000 1811 FORECAST DINNER EXPENSES 109379 BOARD GOVERNANCE 23385 SOCIALS 21761 NEW CHARTER-HOLIDAY PARTY 19439 64139 329914 0 0 0 30950 60275 25487 25594 1850 1850 1850 509657 530504 -669 567944 617554 0 0 X 567944 617554 567944 617554 567944 617554 49610 X false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 1850 1850 1850 FORM 990 - ORGANIZATION'S MISSION THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. FORM 990, PAGE 6, PART VI, LINE 3 THE MANAGEMENT DUTIES/DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. HOWEVER, THE DAILY/MONTHLY BOOKKEEPING IS OUTSOURCED TO A CONTRACT BOOKKEEPER. FORM 990, PAGE 6, PART VI, LINE 6 THE TAX EXEMPT ORGANIZATION IS A PROFESSIONAL ORGANIZATION. MEMBERS MUST PASS CERTIFICATION TESTS AND MEET OTHER SELECTION CRITERION BEFORE THEY CAN APPLY AND BE ADMITTED TO MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS (GOVERNING BODY). FORM 990, PAGE 6, PART VI, LINE 8B THE MINUTES OF ALL BOARD OF DIRECTOR MEETINGS ARE DOCUMENTED IN WRITING. NO MINUTES ARE ROUTINELY PREPARED FOR COMMITTEE MEETINGS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS GIVEN TO THE PRESIDENT AND/OR TREASURER TO REVIEW BEFORE IT IS FILED. THE PRESIDENT AND/OR TREASURER DISCUSSES ANY PERITENT MATTERS/ISSUES WITH THE BOARD BEFORE MAILING OUT THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF THIS ORGANIZATION'S PRESIDENT AND PERSONS FROM THE NATIONAL CFA INSTITUTE AND/OR VARIOUS OTHER LOCAL CFA SOCIETY PRESIDENTS FROM OTHER REGIONS OF THE UNITED STATES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S IRS FORM 990 AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AND/OR MEMBERS UPON REQUEST. FORM 990, PART IX, LINE 24E GOLF SOCIAL 17,936 0 0 WOMEN'S NETWORK 10,449 0 0 EDUCATION, LUNCHES& OTHER 9,365 0 0 RESEARCH CHALLENGE 5,835 0 0 ETHICS CHALLENGE 4,987 0 0 MENTOR PROGRAM 4,097 0 0 CREDIT CARD CHARGES 3,755 0 0 YPN EVENTS 3,565 0 0 WEBSITE EXPENSES 2,848 0 0 TELECOMMUNICATIONS 699 0 0 ACCOUNTING & AUDIT FEES 558 0 0 SUPPLIES 45 0 0 TOTAL 64,139 0 0 CFA INSTITUTE 915 E HIGH ST CHARLOTTESVILLE VA 22902 541386480 CERTIFICAT VA 501C6 N/A false false false true false false false false false false false false false false false false false true false false CFA INSTITUTE Q 84416 BOARD DETERMINATION