Civic Intelligence

Cfa Society of Sacramento

EIN 94-3315268 • 501(c)6 • Sacramento, CA

Profile

The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.

PO Box 191205Sacramento, CA 95819

www.cfass.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

34th percentile

-8.3%

Higher net margin than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

48th percentile

-2.4%

Faster asset growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$201,256

Down $5,006 (-2.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$201,256

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Up

$60,271

Up $8,155 (+16%) from 2023

Expenses

Up

$65,277

Up $17,607 (+37%) from 2023

Net Income

Down

-$5,006

Down $9,452 (-213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2010: $22,342Liabilities 2010: $0Net Assets 2010: $22,3422010Assets 2011: $63,311Liabilities 2011: $36,0002011Assets 2012: $93,598Liabilities 2012: $48,000Net Assets 2012: $45,5982012Assets 2013: $128,184Liabilities 2013: $43,000Net Assets 2013: $85,1842013Assets 2014: $144,000Liabilities 2014: $48,196Net Assets 2014: $95,8042014Assets 2015: $169,542Liabilities 2015: $46,196Net Assets 2015: $123,3462015Assets 2016: $170,901Liabilities 2016: $38,196Net Assets 2016: $132,7052016Assets 2017: $163,498Liabilities 2017: $9,056Net Assets 2017: $154,4422017Assets 2018: $146,401Liabilities 2018: $5,059Net Assets 2018: $141,3422018Assets 2019: $159,419Liabilities 2019: $2,085Net Assets 2019: $157,3342019Assets 2020: $163,123Net Assets 2020: $163,1232020Assets 2021: $186,043Net Assets 2021: $186,0432021Assets 2022: $201,816Liabilities 2022: $02022Assets 2023: $206,262Liabilities 2023: $02023Assets 2024: $201,256Net Assets 2024: $201,2562024

Highlighted filing

2024

Assets$201,256
Liabilities-
Net Assets$201,256
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KExpenses 2010: $32,9662010Revenue 2011: $37,001Expenses 2011: $40,460Net Income 2011: -$3,4592011Revenue 2012: $55,275Expenses 2012: $36,988Net Income 2012: $18,2872012Revenue 2013: $69,908Expenses 2013: $30,322Net Income 2013: $39,5862013Revenue 2014: $59,836Expenses 2014: $49,216Net Income 2014: $10,6202014Revenue 2015: $71,498Expenses 2015: $43,956Net Income 2015: $27,5422015Revenue 2016: $82,932Expenses 2016: $73,573Net Income 2016: $9,3592016Revenue 2017: $53,410Expenses 2017: $31,673Net Income 2017: $21,7372017Revenue 2018: $53,802Expenses 2018: $66,902Net Income 2018: -$13,1002018Revenue 2019: $71,483Expenses 2019: $55,491Net Income 2019: $15,9922019Revenue 2020: $60,644Expenses 2020: $55,928Net Income 2020: $4,7162020Revenue 2021: $59,243Expenses 2021: $36,323Net Income 2021: $22,9202021Revenue 2022: $76,430Expenses 2022: $60,657Net Income 2022: $15,7732022Revenue 2023: $52,116Expenses 2023: $47,670Net Income 2023: $4,4462023Revenue 2024: $60,271Expenses 2024: $65,277Net Income 2024: -$5,0062024

Highlighted filing

2024

Revenue$60,271
Expenses$65,277
Net Income-$5,006
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,256
Liabilities
-
Net assets
$201,256
Revenue
$60,271
Expenses
$65,277
Net income
-$5,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.60$0.65$0.05
2023Summary only. Only limited summary data is available for this year.$2.06$0.00$0.52$0.48$0.04
2022Summary only. Only limited summary data is available for this year.$2.02$0.00$0.76$0.61$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.59$0.36$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.63$0.61$0.56$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.02$1.57$0.71$0.55$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.05$1.41$0.54$0.67$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.09$1.54$0.53$0.32$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.38$1.33$0.83$0.74$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.46$1.23$0.71$0.44$0.28
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.48$0.96$0.60$0.49$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.43$0.85$0.70$0.30$0.40
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.48$0.46$0.55$0.37$0.18
2011Summary only. Only limited summary data is available for this year.$0.63$0.36$0.37$0.40$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 10, 2025
Return Version
2023v6.0
Gross Receipts
$60,271
Mission and Program Overview

Mission

The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.

Program Services

DescriptionGrantsExpenses
Conducted various continuing education courses, held academic networking events and granted scholarships.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN LEDERERVice President-$0--
BRIAN MATHEW LEUSecretary-$0--
CANDACE RONANPresident-$0--
WILBUR CHANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Sacramento
EIN
94-3315268
Phone
9166483059
Address
PO BOX 191205, SACRAMENTO, CA 95819

Signing Officer

Name
Wilbur Chan
Title
Treasurer
Signed
2025-07-10
Discuss with paid preparer
Yes

Preparer

Firm
PSG Certified Public Accountants LLP
Address
9257 SIERRA COLLEGE BLVD STE B, ROSEVILLE, CA 95661
Preparer
Khinh Hoang CPA
Phone
9167913120
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2082”

Other Expenses.1003

“Information Technology $433”

Other Expenses.1005

“Travel $2849”

Other Expenses.1

“membership events $33825”

Other Expenses.2

“Administrative support $24663”

Other Expenses.3

“Taxes & Licenses $20”

Other Assets.1005

“Accounts Receivable - Beginning $2100 Accounts Receivable - Ending $2185”

Raw XML Appendix115 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Wilbur Chan
IRS990EZ/BooksInCareOfDetail/PhoneNum09162787071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06000 J STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095819
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204162
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0199071
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01405
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0206262
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0201256
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt060271
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0206262
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201256
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0206262
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201256
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN LEDERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN MATHEW LEU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CANDACE RONAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILBUR CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02100
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02185
IRS990EZ/OtherExpensesTotalAmt063872
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.
IRS990EZ/ProgramServiceRevenueAmt060271
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conducted various continuing education courses, held academic networking events and granted scholarships.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065277
IRS990EZ/TotalRevenueAmt060271
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.cfass.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $2849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3membership events $33825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE SUPPORT $24663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes & Licenses $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $2100 Accounts Receivable - Ending $2185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wilbur Chan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF SACRAMENTO
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0943315268
ReturnHeader/Filer/PhoneNum09166483059
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 191205
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463218852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PSG Certified Public Accountants LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09257 SIERRA COLLEGE BLVD STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167913120
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Khinh Hoang CPA
ReturnHeader/ReturnTs02025-07-10T15:59:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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