Nonprofit · EIN 23-7069278
CFA SOCIETY OF SAN DIEGO INC
Tax-exempt · SAN DIEGO, CA 92192
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $263,069 | $234,969 | $28,100 | $395,160 | $0 | $395,160 |
| June 30, 2024 | 990 | $247,813 | $233,604 | $14,209 | $352,808 | $0 | $352,808 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $256,588
- Investment income
- $6,481
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $5,696
Balance sheet and other
- Total assets, start of year
- $352,808
- Total assets, end of year
- $395,160
- Total liabilities, end of year
- $0
- Net assets, end of year
- $395,160
- Publicly traded securities
- $299,732
- Gross receipts
- $263,069
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1970
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA MCGRANE | Director Trustee or director | 1 | $0 |
| REBECCA DODGE | Director Trustee or director | 1 | $0 |
| ED CIUFFO | President Trustee or director, Officer | 2 | $0 |
| SHELLY HENBEST | Director Trustee or director | 1 | $0 |
| GREG GLEESON | Treasurer Trustee or director, Officer | 1 | $0 |
| VICTORIA PRESCOTT | Secretary Trustee or director, Officer | 1 | $0 |
| JEFF PROBST | Director Trustee or director | 1 | $0 |
| CYRILLE MAHFOUD | Director Trustee or director | 1 | $0 |
| ELEANOR HOPE-BELL | Director Trustee or director | 1 | $0 |
| SHANE THOMPSON | Director Trustee or director | 1 | $0 |
| BILLY BEGGS | Director Trustee or director | 1 | $0 |
| STANLEY MARTINEZ | Director Trustee or director | 1 | $0 |
| GASHI ZENGENI | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA MCGRANE | President Trustee or director, Officer | 1 | $0 |
| MANNY LABRINOS | Director Trustee or director | 1 | $0 |
| ED CIUFFO | Director Trustee or director | 1 | $0 |
| SHELLY HENBEST | Director Trustee or director | 1 | $0 |
| GREG GLEESON | Director Trustee or director | 1 | $0 |
| VICTORIA PRESCOTT | Secretary Trustee or director, Officer | 1 | $0 |
| JEFF PROBST | Director Trustee or director | 1 | $0 |
| CYRILLE MAHFOUD | Director Trustee or director | 1 | $0 |
| TAKAYA WECKLE | Director Trustee or director | 1 | $0 |
| SHANE THOMPSON | Director Trustee or director | 1 | $0 |
| BILLY BEGGS | Director Trustee or director | 1 | $0 |
| STANLEY MARTINEZ | Director Trustee or director | 1 | $0 |
| GASHI ZENGENI | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 928456, SAN DIEGO, CA 92192-8456
- In care of
- % BRANDON ZELONES
- Principal officer (990 for 2024)
- MELISSA MCGRANE, PO BOX 928456, SAN DIEGO, CA 921928456
- Signed the 990
- MELISSA MCGRANE, President
- Phone
- (619) 218-6724
- Website
- SANDIEGO.CFASOCIETY.ORG
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7069278 or by the name CFA SOCIETY OF SAN DIEGO INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.
Program accomplishments
- Annual forecast dinner to review global economic markets and conditions. Approximately 250 attendees.
- 9 Educational Programs events with an average of 40 attendees.
- Charter Ceremony and Member Meeting to honor new Charterholders with approximately 100 in attendance.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7069278
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $395,160
- Income (IRS master file)
- $263,069
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $263,069 | $234,969 | $395,160 | XML |
| 990 | June 2024 | $247,813 | $233,604 | $352,808 | XML |
| 990 | June 2023 | $238,516 | $223,970 | $323,522 | IRS |
| 990 | June 2022 | $220,938 | $212,485 | $300,001 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7069278).
Questions about CFA SOCIETY OF SAN DIEGO INC
- What is the EIN of CFA SOCIETY OF SAN DIEGO INC?
- The employer identification number (EIN) of CFA SOCIETY OF SAN DIEGO INC is 23-7069278.
- Is CFA SOCIETY OF SAN DIEGO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1971.
- Are donations to CFA SOCIETY OF SAN DIEGO INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF SAN DIEGO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF SAN DIEGO INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF SAN DIEGO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF SAN DIEGO INC?
- The 990 for the year ended June 30, 2025 names MELISSA MCGRANE.
- Who are the officers and directors of CFA SOCIETY OF SAN DIEGO INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF SAN DIEGO INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $263,069, expenses of $234,969 and total assets of $395,160 at year end.
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