Nonprofit · EIN 33-0228558
CFA SOCIETY OF ORANGE COUNTY
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $229,738 | $237,480 | -$7,742 | $364,714 | $0 | $364,714 |
| June 30, 2024 | 990 | $236,815 | $252,183 | -$15,368 | $372,456 | $0 | $372,456 |
| June 30, 2023 | 990 | $256,241 | $264,567 | -$8,326 | $387,824 | $0 | $387,824 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $197,416
- Membership dues
- $131,876
- Program service revenue
- $24,110
- Investment income
- $8,212
- 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
- Legal fees
- $1,005
- Accounting fees
- $1,511
- Travel
- $10,289
- Depreciation
- $17
- Program services (functional)
- $151,203
- Management and general (functional)
- $86,260
Balance sheet and other
- Total assets, start of year
- $372,456
- Total assets, end of year
- $364,714
- Total liabilities, end of year
- $0
- Net assets, end of year
- $364,714
- Land, buildings and equipment
- $151
- Net assets without donor restrictions
- $364,714
- Gross receipts
- $229,738
- Employees
- 0
- Year formed
- 1983
- 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 |
|---|---|---|---|
| Mary Sigler | Director Trustee or director | 1 | $0 |
| Fadel Lawandy | Director Trustee or director | 1 | $0 |
| Matt Magill | Director Trustee or director | 1 | $0 |
| Tina Schackman | Director Trustee or director | 1 | $0 |
| Barry Grossman | Director Trustee or director | 1 | $0 |
| Priyanka Shukla | Director Trustee or director | 1 | $0 |
| Derek Pantele | President Officer | 4 | $0 |
| Paisley Nardini | Vice President Officer | 4 | $0 |
| Chad Noorani | Treasurer Officer | 4 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Sigler | Director Trustee or director | 1 | $0 |
| Fadel Lawandy | Director Trustee or director | 1 | $0 |
| Matt Magill | Director Trustee or director | 1 | $0 |
| Tina Schackman | Director Trustee or director | 1 | $0 |
| Barry Grossman | Director Trustee or director | 1 | $0 |
| Priyanka Shukla | Director Trustee or director | 1 | $0 |
| Derek Pantele | President Officer | 4 | $0 |
| Paisley Nardini | Vice President Officer | 4 | $0 |
| Chad Noorani | Treasurer Officer | 4 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Sigler | Director Trustee or director | 1 | $0 |
| Fadel Lawandy | Director Trustee or director | 1 | $0 |
| Matt Magill | Director Trustee or director | 1 | $0 |
| Tina Schackman | Director Trustee or director | 1 | $0 |
| Barry Grossman | Director Trustee or director | 1 | $0 |
| Priyanka Shukla | Director Trustee or director | 1 | $0 |
| Derek Pantele | President Officer | 4 | $0 |
| Paisley Nardini | Vice President Officer | 4 | $0 |
| Chad Noorani | Treasurer Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 4533 MACARTHUR BLVD 182, NEWPORT BEACH, CA 92660-2059
- Signed the 990
- Chad Noorani, Treasurer
- Phone
- (949) 253-4380
- Return prepared by
- CFOAndrew A Professional Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0228558 or by the name CFA SOCIETY OF ORANGE COUNTY.
- 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
CFA Society Orange County primary purpose is to provide a forum for financial analysts and investment professionals to build strong and valuable networks, expand industry knowledge and promote the highest standards of ethical and professional conduct within the Orange County investment community.
Program accomplishments
- The organization successfully provided various events for financial analysts and investment professionals to come together and expand their networks. The events would feature speakers that would educate these professionals.Expenses $15,000
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
- 33-0228558
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $364,714
- Income (IRS master file)
- $229,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $229,738 | $237,480 | $364,714 | IRS |
| 990 | June 2024 | $236,815 | $252,183 | $372,456 | XML |
| 990 | June 2023 | $256,241 | $264,567 | $387,824 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-EZ | June 2017 | – | – | – | IRS |
| 990-EZ | June 2016 | – | – | – | 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 33-0228558).
Questions about CFA SOCIETY OF ORANGE COUNTY
- What is the EIN of CFA SOCIETY OF ORANGE COUNTY?
- The employer identification number (EIN) of CFA SOCIETY OF ORANGE COUNTY is 33-0228558.
- Is CFA SOCIETY OF ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1987.
- Are donations to CFA SOCIETY OF ORANGE COUNTY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF ORANGE COUNTY 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 ORANGE COUNTY 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 ORANGE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of CFA SOCIETY OF ORANGE COUNTY?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF ORANGE COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $229,738, expenses of $237,480 and total assets of $364,714 at year end.
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