Nonprofit · EIN 91-1164972
CFA SOCIETY OF SEATTLE
Tax-exempt · COVINGTON, WA 98042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $379,524 | $329,914 | $49,610 | $617,554 | $0 | $617,554 |
| June 30, 2024 | 990 | $380,668 | $383,292 | -$2,624 | $567,944 | $0 | $567,944 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $215,465
- Membership dues
- $131,048
- Program service revenue
- $143,110
- Investment income
- $20,949
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $90,000
- Salaries, compensation and benefits (total)
- $90,000
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $567,944
- Total assets, end of year
- $617,554
- Total liabilities, end of year
- $0
- Net assets, end of year
- $617,554
- Land, buildings and equipment
- $1,850
- Publicly traded securities
- $530,504
- Gross receipts
- $379,524
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1976
- State of legal domicile
- WA
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 |
|---|---|---|---|
| PAM WEBB | EXEC. ADMINI Trustee or director | 40 | $90,000 |
| OLGA BYSTROVA | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
| GARRETT GRIGAS | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| LAURA FOSTER | SECRETARY Trustee or director, Officer | 1 | $0 |
| MONIKA AGARWAL | TREASURER Trustee or director, Officer | 1 | $0 |
| ALEC STAIS | PAST PRESIDE Trustee or director | 1 | $0 |
| HAYDEN WIECK | DIRECTOR Trustee or director | 1 | $0 |
| GIORAH BOUR | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SIMPSON | DIRECTOR Trustee or director | 1 | $0 |
| JASON KRONSTAD | DIRECTOR Trustee or director | 1 | $0 |
| RAMIRO HIGUERA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM WEBB | EXEC. ADMINI Trustee or director | 40 | $81,000 |
| ALEC STAIS | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
| OLGA BYSTROVA | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| LAURA FOSTER | SECRETARY Trustee or director, Officer | 1 | $0 |
| GARRETT GRIGAS | TREASURER Trustee or director, Officer | 1 | $0 |
| SHERRIE TRECKER | PAST PRESIDE Trustee or director | 1 | $0 |
| HAYDEN WIECK | DIRECTOR Trustee or director | 1 | $0 |
| NICK HAILEY | DIRECTOR Trustee or director | 1 | $0 |
| GLORAH BOUR | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SIMPSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID LEWIS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8388, COVINGTON, WA 98042-0051
- Principal officer (990 for 2024)
- OLGA BYSTROVA, PO BOX 8388, COVINGTON, WA 98042
- Signed the 990
- OLGA BYSTROVA, PRESIDENT
- Phone
- (360) 620-0790
- Website
- WWW.CFASEATTLE.ORG
- Return prepared by
- GARY IRVIN
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.
Program accomplishments
- 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.
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
- 91-1164972
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $617,554
- Income (IRS master file)
- $379,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $379,524 | $329,914 | $617,554 | XML |
| 990 | June 2024 | $380,668 | $383,292 | $567,944 | XML |
| 990 | June 2023 | $303,108 | $289,101 | $570,568 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 91-1164972).
Questions about CFA SOCIETY OF SEATTLE
- What is the EIN of CFA SOCIETY OF SEATTLE?
- The employer identification number (EIN) of CFA SOCIETY OF SEATTLE is 91-1164972.
- Is CFA SOCIETY OF SEATTLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1982.
- Are donations to CFA SOCIETY OF SEATTLE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF SEATTLE 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 SEATTLE 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 SEATTLE 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 SEATTLE?
- The 990 for the year ended June 30, 2025 names OLGA BYSTROVA.
- Who are the officers and directors of CFA SOCIETY OF SEATTLE?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $90,000 (PAM WEBB, EXEC. ADMINI).
- How much revenue does CFA SOCIETY OF SEATTLE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $379,524, expenses of $329,914 and total assets of $617,554 at year end.
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