Nonprofit · EIN 94-6078576
CFA SOCIETY SAN FRANCISCO
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $770,346 | $890,982 | -$120,636 | $1,342,184 | $255,044 | $1,087,140 |
| June 30, 2024 | 990 | $978,760 | $1,076,439 | -$97,679 | $1,323,304 | $249,619 | $1,073,685 |
| June 30, 2023 | 990 | $978,014 | $915,539 | $62,475 | $1,324,069 | $239,389 | $1,084,680 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $802,542
- Investment income
- -$32,397
- Net gain from sales of assets
- -$65,738
- Other revenue
- $201
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $367,851
- Other salaries and wages
- $133,978
- Salaries, compensation and benefits (total)
- $581,677
- Professional fundraising fees
- $0
- Legal fees
- $980
- Accounting fees
- $16,500
- Occupancy
- $1,861
- Travel
- $21,220
- Depreciation
- $2,305
Balance sheet and other
- Total assets, start of year
- $1,323,304
- Total assets, end of year
- $1,342,184
- Total liabilities, end of year
- $255,044
- Net assets, end of year
- $1,087,140
- Land, buildings and equipment
- $2,299
- Publicly traded securities
- $1,174,642
- Net assets without donor restrictions
- $1,087,140
- Gross receipts
- $1,295,000
- Employees
- 5
- Volunteers
- 26
- Year formed
- 1967
- 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 | Other / benefits |
|---|---|---|---|---|
| ANNE O'BRIEN | CEO, END 10/24 Officer | 40 | $223,359 | $43,380 |
| ERIC GEEDEY | CEO, START 10/24 Officer | 40 | $139,077 | $26,512 |
| SAMI MESROUR CFA | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN AILANJIAN CFA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANJIE PENA CFA | PAST PRESIDENT Trustee or director | 2 | $0 | $0 |
| KURT BRAITBERG CFA CAIA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JULIE BARRY CFA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN MARGIOTTI CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DESMOND FANG CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUI-CHIEN CHANG CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET REID CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIO VALENTE CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE TROVATO CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAJ MANGHANI CFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE O'BRIEN | CEO Officer | 40 | $252,136 | $44,862 |
| ERIC GEEDEY | MANAGING DIRECTOR Officer | 40 | $122,121 | $21,061 |
| JOHN JORDAN | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| ANJIE PENA | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN AILANJIAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KURT BRAITBERG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SAMI MESROUR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RAJ MANGHANI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HUI-CHIEN CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DESMOND FANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFERY HAMRICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE BARRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLYN MARGIOTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARGARET REID | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE TROVATIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIO VALENTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Anne O'Brien | CEO Officer | 40 | $237,673 | $23,161 |
| Eric Geedey | Director Of Operations Officer | 40 | $115,890 | $20,160 |
| Joyce Li | Past President Trustee or director | 1 | $0 | $0 |
| John Jordan | President Trustee or director, Officer | 2 | $0 | $0 |
| John Ailanjian | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| Margaret Reid | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Julie Barry | Director Trustee or director | 1 | $0 | $0 |
| Kurt Braitberg | Director Trustee or director | 1 | $0 | $0 |
| Hui-Chien Chang | Director Trustee or director | 1 | $0 | $0 |
| Desmond Fang | Director Trustee or director | 1 | $0 | $0 |
| Jeffery Hamrick | Director Trustee or director | 1 | $0 | $0 |
| Anjie Pena | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Jane Leung | Director Trustee or director | 1 | $0 | $0 |
| Sami Mesrour | Director Trustee or director | 1 | $0 | $0 |
| Alan Wong | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 315 MONTGOMERY ST FL 9, SAN FRANCISCO, CA 94104-1858
- Principal officer (990 for 2024)
- ERIC GEEDEY, 201 SPEAR STREET NO 1100, SAN FRANCISCO, CA 94105
- Signed the 990
- ERIC GEEDEY, CEO
- Phone
- (415) 814-7900
- Website
- HTTP://WWW.CFA-SF.ORG
- Return prepared by
- DILLWOOD BURKEL & MILLAR LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6078576 or by the name CFA SOCIETY SAN FRANCISCO.
- 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 SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.
Program accomplishments
- 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.
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
- 94-6078576
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,342,184
- Income (IRS master file)
- $1,295,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $770,346 | $890,982 | $1,342,184 | XML |
| 990 | June 2024 | $978,760 | $1,076,439 | $1,323,304 | XML |
| 990 | June 2023 | $978,014 | $915,539 | $1,324,069 | XML |
| 990 | June 2022 | $948,273 | $926,420 | $1,272,591 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 94-6078576).
Questions about CFA SOCIETY SAN FRANCISCO
- What is the EIN of CFA SOCIETY SAN FRANCISCO?
- The employer identification number (EIN) of CFA SOCIETY SAN FRANCISCO is 94-6078576.
- Is CFA SOCIETY SAN FRANCISCO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1968.
- Are donations to CFA SOCIETY SAN FRANCISCO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY SAN FRANCISCO 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 SAN FRANCISCO 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 SAN FRANCISCO 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 SAN FRANCISCO?
- The 990 for the year ended June 30, 2025 names ERIC GEEDEY.
- Who are the officers and directors of CFA SOCIETY SAN FRANCISCO?
- The 990 for the year ended June 30, 2025 lists 14 people; 2 received compensation from the organization, the highest $223,359 (ANNE O'BRIEN, CEO, END 10/24).
- How much revenue does CFA SOCIETY SAN FRANCISCO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $770,346, expenses of $890,982 and total assets of $1,342,184 at year end.
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