Civic Intelligence

Cfa Society San Diego Inc

EIN 23-7069278 • 501(c)6 • San Diego, CA

Profile

To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.

PO Box 928456San Diego, CA 92192

sandiego.cfasociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

6.2%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$395,160

Up $42,352 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$395,160

Up $42,352 (+12%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin69th percentile

Revenue

Up

$263,069

Up $15,256 (+6.2%) from 2024

Expenses

Up

$234,969

Up $1,365 (+0.6%) from 2024

Net Income

Up

$28,100

Up $13,891 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $149,034Liabilities 2012: $0Net Assets 2012: $149,0342012Assets 2014: $143,119Net Assets 2014: $143,1192014Assets 2015: $181,857Net Assets 2015: $181,8572015Assets 2016: $188,560Liabilities 2016: $6,800Net Assets 2016: $181,7602016Assets 2017: $214,136Net Assets 2017: $214,1362017Assets 2018: $229,244Net Assets 2018: $229,2442018Assets 2019: $246,500Liabilities 2019: $0Net Assets 2019: $246,5002019Assets 2020: $227,726Liabilities 2020: $0Net Assets 2020: $227,7262020Assets 2021: $307,185Liabilities 2021: $0Net Assets 2021: $307,1852021Assets 2022: $300,001Liabilities 2022: $0Net Assets 2022: $300,0012022Assets 2023: $323,522Liabilities 2023: $0Net Assets 2023: $323,5222023Assets 2024: $352,808Liabilities 2024: $0Net Assets 2024: $352,8082024Assets 2025: $395,160Liabilities 2025: $0Net Assets 2025: $395,1602025

Highlighted filing

2025

Assets$395,160
Liabilities$0
Net Assets$395,160
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $148,075Expenses 2012: $118,153Net Income 2012: $29,9222012Revenue 2014: $148,480Expenses 2014: $154,856Net Income 2014: -$6,3762014Revenue 2015: $180,195Expenses 2015: $141,457Net Income 2015: $38,7382015Revenue 2016: $187,012Expenses 2016: $187,109Net Income 2016: -$972016Revenue 2017: $196,155Expenses 2017: $163,779Net Income 2017: $32,3762017Revenue 2018: $194,793Expenses 2018: $179,685Net Income 2018: $15,1082018Revenue 2019: $274,439Expenses 2019: $257,183Net Income 2019: $17,2562019Revenue 2020: $201,177Expenses 2020: $254,599Net Income 2020: -$53,4222020Revenue 2021: $181,597Expenses 2021: $124,270Net Income 2021: $57,3272021Revenue 2022: $220,938Expenses 2022: $212,485Net Income 2022: $8,4532022Revenue 2023: $238,516Expenses 2023: $223,970Net Income 2023: $14,5462023Revenue 2024: $247,813Expenses 2024: $233,604Net Income 2024: $14,2092024Revenue 2025: $263,069Expenses 2025: $234,969Net Income 2025: $28,1002025

Highlighted filing

2025

Revenue$263,069
Expenses$234,969
Net Income$28,100
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,160
Liabilities
$0
Net assets
$395,160
Revenue
$263,069
Expenses
$234,969
Net income
$28,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$2.63$2.35$0.28
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$2.48$2.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$2.39$2.24$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$2.21$2.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.82$1.24$0.57
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.01$2.55$0.53
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$2.74$2.57$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.29$2.29$1.95$1.80$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.14$2.14$1.96$1.64$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.07$1.82$1.87$1.87$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.80$1.41$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.48$1.55$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$1.48$1.18$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$263,069
Mission and Program Overview

Mission

To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$352,808$395,160▲ $42,352
Investments in Publicly Traded Securities$159,079$299,732▲ $140,653
Cash and Non-Interest-Bearing Accounts$193,729$95,428▼ $98,301
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$352,808$395,160▲ $42,352
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,808$395,160▲ $42,352
Total Liabilities and Net Assets / Fund Balance$352,808$395,160▲ $42,352
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ed CiuffoPresident
Billy BeggsDirector
Cyrille MahfoudDirector
Eleanor Hope-bellDirector
Gashi ZengeniDirector
Jeff ProbstDirector
Melissa McgraneDirector
Rebecca DodgeDirector
Shane ThompsonDirector
Shelly HenbestDirector
Stanley MartinezDirector
Victoria PrescottSecretary
Greg GleesonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$256,588
Investment Income
$6,481
Other Revenue
$0
Change in Net Assets
$28,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$16,105
Travel---$5,696
Conferences and Meetings---$4,195
Other Expenses---$1,497
All Other Expenses---$1,289
Total Functional Expenses$0$0$0$234,969
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The CFA Society of San Diego, Inc. has engaged Administrative Professional Serivces, LLC "APS" to serve as the society's outside Managing Director handling administrative tasks for the society. APS provides such administrative services toother CFA societies.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Cfa Society San Diego Inc
EIN
23-7069278
Phone
6192186724
Address
PO BOX 928456, SAN DIEGO, CA 92192

Signing Officer

Name
Melissa Mcgrane
Title
President
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Mcgrane
Formed
1970
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Leaf & Cole LLP
Address
2810 Camino Del Rio South Suite 200, San Diego, CA 92108
Preparer
Whitney Lacoste
Phone
6192947200
Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.
IRS990/AdvertisingGrp/TotalAmt016105
IRS990/AllOtherExpensesGrp/TotalAmt01289
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MELISSA MCGRANE
IRS990/BooksInCareOfDetail/PhoneNum06192186724
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 928456
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092192
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0193729
IRS990/CashNonInterestBearingGrp/EOYAmt095428
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt04195
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06481
IRS990/CYOtherExpensesAmt0234969
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0256588
IRS990/CYRevenuesLessExpensesAmt028100
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0234969
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0263069
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Annual forecast dinner to review global economic markets and conditions. Approximately 250 attendees.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MELISSA MCGRANE
IRS990/Form990PartVIISectionAGrp/PersonNm1REBECCA DODGE
IRS990/Form990PartVIISectionAGrp/PersonNm2ED CIUFFO
IRS990/Form990PartVIISectionAGrp/PersonNm3SHELLY HENBEST
IRS990/Form990PartVIISectionAGrp/PersonNm4GREG GLEESON
IRS990/Form990PartVIISectionAGrp/PersonNm5VICTORIA PRESCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF PROBST
IRS990/Form990PartVIISectionAGrp/PersonNm7CYRILLE MAHFOUD
IRS990/Form990PartVIISectionAGrp/PersonNm8ELEANOR HOPE-BELL
IRS990/Form990PartVIISectionAGrp/PersonNm9SHANE THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm10BILLY BEGGS
IRS990/Form990PartVIISectionAGrp/PersonNm11STANLEY MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm12GASHI ZENGENI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0263069
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06481
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06481
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0159079
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0299732
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote ethical & professional standards, encourage professional development, & facilitate the open exchange of info and opinions.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0352808
IRS990/NetAssetsOrFundBalancesEOYAmt0395160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014252
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM & EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1STAFF EXPENSE
IRS990/OtherExpensesGrp/Desc2CANDIDATE EDUCATION
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0135483
IRS990/OtherExpensesGrp/TotalAmt167710
IRS990/OtherExpensesGrp/TotalAmt22994
IRS990/OtherExpensesGrp/TotalAmt31497
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MELISSA MCGRANE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1OPERATIONAL FUNDING
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAMMING & EVENTS
IRS990/ProgramServiceRevenueGrp/Desc3SPONOSRSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0107465
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136504
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt377586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0107465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt377586
IRS990/ProgSrvcAccomActy2Grp/Desc09 Educational Programs events with an average of 40 attendees.
IRS990/ProgSrvcAccomActy3Grp/Desc0Charter Ceremony and Member Meeting to honor new Charterholders with approximately 100 in attendance.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04000
IRS990/PYInvestmentIncomeAmt02720
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0233604
IRS990/PYProgramServiceRevenueAmt0241093
IRS990/PYRevenuesLessExpensesAmt014209
IRS990/PYTotalExpensesAmt0233604
IRS990/PYTotalRevenueAmt0247813
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028100
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0352808
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0395160
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The CFA Society of San Diego, Inc. has engaged Administrative Professional Serivces, LLC "APS" to serve as the society's outside Managing Director handling administrative tasks for the society. APS provides such administrative services toother CFA societies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0352808
IRS990/TotalAssetsEOYAmt0395160
IRS990/TotalAssetsGrp/BOYAmt0352808
IRS990/TotalAssetsGrp/EOYAmt0395160
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0395160
IRS990/TotalProgramServiceRevenueAmt0256588
IRS990/TotalRevenueGrp/ExclusionAmt06481
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0256588
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263069
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0352808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0395160
IRS990/TravelGrp/TotalAmt05696
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 928456
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0921928456
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0SANDIEGO.CFASOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA MCGRANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY SAN DIEGO INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237069278
ReturnHeader/Filer/PhoneNum06192186724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 928456
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092192
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952076568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leaf & Cole LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 Camino Del Rio South Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192947200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WHITNEY LACOSTE
ReturnHeader/ReturnTs02026-01-13T07:57:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.