Civic Intelligence

Cfa Society San Francisco

EIN 94-6078576 • 501(c)6 • San Francisco, CA

Profile

The cfa society of san francisco is a california non-profit which promotes high standards of competence and ethics as embodied in the chartered financial analyst (cfa) designation. Cfasf encourages the professional development of its members through continuing education, social interaction and the exchange of investment ideas and information. Cfasf seeks to enhance awareness of the investment profession and cfa designation within the community.

201 Spear Street No 1100San Francisco, CA 94105

www.cfa-sf.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.19x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.33x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

9th percentile

-16%

Higher net margin than 9% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

0.7%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

11th percentile

-11%

Faster revenue growth than 11% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,342,184

Up $18,880 (+1.4%) from 2024

Liabilities

Up

$255,044

Up $5,425 (+2.2%) from 2024

Net Assets

Up

$1,087,140

Up $13,455 (+1.3%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin9th percentile

Revenue

Down

$770,346

Down $208,414 (-21%) from 2024

Expenses

Down

$890,982

Down $185,457 (-17%) from 2024

Net Income

Down

-$120,636

Down $22,957 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $940,370Liabilities 2010: $89,605Net Assets 2010: $850,7652010Assets 2011: $1,170,123Liabilities 2011: $134,758Net Assets 2011: $1,035,3652011Assets 2012: $1,033,064Liabilities 2012: $101,973Net Assets 2012: $931,0912012Assets 2013: $1,067,233Liabilities 2013: $139,740Net Assets 2013: $927,4932013Assets 2014: $1,085,952Liabilities 2014: $146,783Net Assets 2014: $939,1692014Assets 2015: $1,169,911Liabilities 2015: $263,441Net Assets 2015: $906,4702015Assets 2016: $1,183,492Liabilities 2016: $271,056Net Assets 2016: $912,4362016Assets 2017: $1,153,777Liabilities 2017: $308,871Net Assets 2017: $844,9062017Assets 2018: $1,131,629Liabilities 2018: $455,969Net Assets 2018: $675,6602018Assets 2019: $1,245,181Liabilities 2019: $392,232Net Assets 2019: $852,9492019Assets 2020: $1,105,643Liabilities 2020: $145,881Net Assets 2020: $959,7622020Assets 2021: $1,365,996Liabilities 2021: $241,288Net Assets 2021: $1,124,7082021Assets 2022: $1,272,591Liabilities 2022: $231,393Net Assets 2022: $1,041,1982022Assets 2023: $1,324,069Liabilities 2023: $239,389Net Assets 2023: $1,084,6802023Assets 2024: $1,323,304Liabilities 2024: $249,619Net Assets 2024: $1,073,6852024Assets 2025: $1,342,184Liabilities 2025: $255,044Net Assets 2025: $1,087,1402025

Highlighted filing

2025

Assets$1,342,184
Liabilities$255,044
Net Assets$1,087,140
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $970,7042010Revenue 2011: $1,070,121Expenses 2011: $973,592Net Income 2011: $96,5292011Revenue 2012: $1,005,333Expenses 2012: $1,101,755Net Income 2012: -$96,4222012Expenses 2013: $1,167,0632013Revenue 2014: $1,144,567Expenses 2014: $1,177,620Net Income 2014: -$33,0532014Revenue 2015: $1,208,721Expenses 2015: $1,219,616Net Income 2015: -$10,8952015Revenue 2016: $1,234,259Expenses 2016: $1,230,411Net Income 2016: $3,8482016Revenue 2017: $1,232,092Expenses 2017: $1,304,730Net Income 2017: -$72,6382017Revenue 2018: $1,571,213Expenses 2018: $1,743,334Net Income 2018: -$172,1212018Revenue 2019: $1,395,515Expenses 2019: $1,234,769Net Income 2019: $160,7462019Revenue 2020: $1,209,561Expenses 2020: $1,112,984Net Income 2020: $96,5772020Revenue 2021: $853,165Expenses 2021: $790,679Net Income 2021: $62,4862021Revenue 2022: $948,273Expenses 2022: $926,420Net Income 2022: $21,8532022Revenue 2023: $978,014Expenses 2023: $915,539Net Income 2023: $62,4752023Revenue 2024: $978,760Expenses 2024: $1,076,439Net Income 2024: -$97,6792024Revenue 2025: $770,346Expenses 2025: $890,982Net Income 2025: -$120,6362025

Highlighted filing

2025

Revenue$770,346
Expenses$890,982
Net Income-$120,636
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,342,184
Liabilities
$255,044
Net assets
$1,087,140
Revenue
$770,346
Expenses
$890,982
Net income
-$120,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.26$1.09$0.77$0.89$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.25$1.07$0.98$1.08$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.24$1.08$0.98$0.92$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.23$1.04$0.95$0.93$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.24$1.12$0.85$0.79$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.15$0.96$1.21$1.11$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.39$0.85$1.40$1.23$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.46$0.68$1.57$1.74$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.31$0.84$1.23$1.30$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.27$0.91$1.23$1.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.26$0.91$1.21$1.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.15$0.94$1.14$1.18$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.14$0.93$1.17
2012Summary only. Only limited summary data is available for this year.$1.03$0.10$0.93$1.01$1.10$0.10
2011Summary only. Only limited summary data is available for this year.$1.17$0.13$1.04$1.07$0.97$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.09$0.85$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 16, 2026
Return Version
2024v5.5
Gross Receipts
$1,295,000
Mission and Program Overview

Mission

The cfa society of san francisco is a california non-profit which promotes high standards of competence and ethics as embodied in the chartered financial analyst (cfa) designation. Cfasf encourages the professional development of its members through continuing education, social interaction and the exchange of investment ideas and information. Cfasf seeks to enhance awareness of the investment profession and cfa designation within the community.

Cfa society of san francisco is a california membership-based non-profit which promotes high standards of competence and ethics as embodied in the chartered financial analyst (cfa) designation. Cfa society of san francisco supports the evolving needs of the finance and investment industry by offering high-impact programming, professional development resources, and access to thought leadership at the intersection of markets and technology. From hosting expert panels and flagship events to mentoring emerging talent and engaging with academic institutions, we equip our members and the broader financial community with the tools, insights, and relationships needed to lead with integrity and stay ahead in a rapidly changing environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,019,203$1,174,642▲ $155,439
Cash and Non-Interest-Bearing Accounts$272,976$133,024▼ $139,952
Prepaid Expenses and Deferred Charges$22,770$27,219▲ $4,449
Accounts Receivable$3,750$5,000▲ $1,250
Land, Buildings, and Equipment, Net$4,605$2,299▼ $2,306
Total Assets$1,323,304$1,342,184▲ $18,880
Liabilities
Deferred Revenue$181,411$184,184▲ $2,773
Accounts Payable and Accrued Expenses$68,208$70,860▲ $2,652
Total Liabilities$249,619$255,044▲ $5,425
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,073,685$1,087,140▲ $13,455
Total Net Assets Fund Balance$1,073,685$1,087,140▲ $13,455
Total Liabilities and Net Assets / Fund Balance$1,323,304$1,342,184▲ $18,880

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,299$15,207$17,506
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'BRIENCEO, End 10/24FT$223,359$43,380$266,739
Eric GeedeyCEO, Start 10/24FT$139,077$26,512$165,589

Board Members and Trustees

NameTitle
Anjie Pena CfaPast President
Sami Mesrour CfaPresident
John Ailanjian CfaVice President
Carolyn Margiotti CfaDirector
Desmond Fang CfaDirector
Hui-chien Chang CfaDirector
Margaret Reid CfaDirector
Mario Valente CfaDirector
Mike Trovato CfaDirector
Raj Manghani CfaDirector
Julie Barry CfaSecretary
Kurt Braitberg Cfa CaiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$802,542
Investment Income
$-32,397
Other Revenue
$201
Change in Net Assets
$-120,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$581,677
Other Expenses$309,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$367,851
Other Salaries and Wages---$133,978
Fees for Services Other---$98,784
Other Employee Benefits---$38,301
Payroll Taxes---$36,675
Information Technology---$28,324
Travel---$21,220
Fees for Services Accounting---$16,500
Advertising---$16,409
Office Expenses---$8,181
Pension Plan Contributions---$4,872
Other Expenses---$4,281
Depreciation Depletion---$2,305
Occupancy---$1,861
Fees for Service Investment Mgmnt Fees---$1,852
Insurance---$1,177
Fees for Services Legal---$980
Total Functional Expenses$0$0$0$890,982
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The members of the board of directors are elected by the members of the society at the annual meetings.”

Form 990, Part VI, Section A, Line 7B

“The board is required to get majority approval from the members of the society to make adjustments to certain articles in the society's bylaws. The members of the society also have the authority by a majority vote to remove any board member, with or without cause.”

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

“The president and/or the treasurer of the board are in charge of reviewing form 990 prior to filing. Only one signature is required. A copy of the tax filing is available to all board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Interested persons are required to disclose potential conflicts before entering into the transaction, or immediately upon learning of the conflict.”

Form 990, Part VI, Section B, Line 15A

“The board of directors reviews the ceo/executive directors' salaries annually.”

Form 990, Part VI, Section C, Line 19

“All governing documents, financial statements and tax returns are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Cfa Society San Francisco
EIN
94-6078576
Phone
4158147900
Address
201 SPEAR STREET NO 1100, SAN FRANCISCO, CA 94105

Signing Officer

Name
Eric Geedey
Title
CEO
Phone
4158147900
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Geedey
Formed
1967
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
26

Preparer

Firm
Dillwood Burkel & Millar Llp
Address
175 CONCOURSE BOULEVARD SUITE A, SANTA ROSA, CA 95403
Preparer
Lotasha Thomas
Phone
7075778806
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other 83,627. Payroll processing fees 15,157.”

Financial Statement Notes

PART X, LINE 2:

“The society determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of june 30, 2025 the society had reviewed its tax positions and had concluded no reserve for uncertain tax positions were required. The society's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for state.”

Raw XML AppendixShowing 400 of 475 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/AccountantCompileOrReviewInd01
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt070860
IRS990/AccountsReceivableGrp/BOYAmt03750
IRS990/AccountsReceivableGrp/EOYAmt05000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA MEMBERSHIP-BASED NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION. CFA SOCIETY OF SAN FRANCISCO SUPPORTS THE EVOLVING NEEDS OF THE FINANCE AND INVESTMENT INDUSTRY BY OFFERING HIGH-IMPACT PROGRAMMING, PROFESSIONAL DEVELOPMENT RESOURCES, AND ACCESS TO THOUGHT LEADERSHIP AT THE INTERSECTION OF MARKETS AND TECHNOLOGY. FROM HOSTING EXPERT PANELS AND FLAGSHIP EVENTS TO MENTORING EMERGING TALENT AND ENGAGING WITH ACADEMIC INSTITUTIONS, WE EQUIP OUR MEMBERS AND THE BROADER FINANCIAL COMMUNITY WITH THE TOOLS, INSIGHTS, AND RELATIONSHIPS NEEDED TO LEAD WITH INTEGRITY AND STAY AHEAD IN A RAPIDLY CHANGING ENVIRONMENT.
IRS990/AdvertisingGrp/TotalAmt016409
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/PhoneNum04158147905
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 SPEAR STREET 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
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IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02305
IRS990/Desc0CFA 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.
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO, START 10/24
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO, END 10/24
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-65738
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0458916
IRS990/GrossReceiptsAmt01295000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt028324
IRS990/InsuranceGrp/TotalAmt01177
IRS990/InvestmentIncomeGrp/ExclusionAmt033341
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033341
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01019203
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01174642
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015207
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04605
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02299
IRS990/LandBldgEquipCostOrOtherBssAmt017506
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0524654
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CFA SOCIETY SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01073685
IRS990/NetAssetsOrFundBalancesEOYAmt01087140
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-65738
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-65738
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0134091
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01073685
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01087140
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01861
IRS990/OfficeExpensesGrp/TotalAmt08181
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038301
IRS990/OtherExpensesGrp/Desc0PROGRAMS AND EVENTS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0102726
IRS990/OtherExpensesGrp/TotalAmt14705
IRS990/OtherExpensesGrp/TotalAmt24281
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt0201
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0201
IRS990/OtherRevenueTotalAmt0201
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133978
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt036675
IRS990/PensionPlanContributionsGrp/TotalAmt04872
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027219
IRS990/PrincipalOfficerNm0ERIC GEEDEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4561300
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM EVENTS
IRS990/ProgramServiceRevenueGrp/Desc4CAREER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0504065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1154365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt263338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt361261
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt419513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0504065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt263338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt361261
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt419513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037420
IRS990/PYOtherExpensesAmt0377235
IRS990/PYOtherRevenueAmt01560
IRS990/PYProgramServiceRevenueAmt0939780
IRS990/PYRevenuesLessExpensesAmt0-97679
IRS990/PYSalariesCompEmpBnftPaidAmt0699204
IRS990/PYTotalExpensesAmt01076439
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0978760
IRS990/ReconcilationRevenueExpnssAmt0-120636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015207
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017506
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2025 THE SOCIETY HAD REVIEWED ITS TAX POSITIONS AND HAD CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS WERE REQUIRED. THE SOCIETY'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02299
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0223359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1139077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17117
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012880
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt119395
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE O'BRIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ERIC GEEDEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO, END 10/24
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CEO, START 10/24
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0266739
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1165589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS REQUIRED TO GET MAJORITY APPROVAL FROM THE MEMBERS OF THE SOCIETY TO MAKE ADJUSTMENTS TO CERTAIN ARTICLES IN THE SOCIETY'S BYLAWS. THE MEMBERS OF THE SOCIETY ALSO HAVE THE AUTHORITY BY A MAJORITY VOTE TO REMOVE ANY BOARD MEMBER, WITH OR WITHOUT CAUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT AND/OR THE TREASURER OF THE BOARD ARE IN CHARGE OF REVIEWING FORM 990 PRIOR TO FILING. ONLY ONE SIGNATURE IS REQUIRED. A COPY OF THE TAX FILING IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEWS THE CEO/EXECUTIVE DIRECTORS' SALARIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER 83,627. PAYROLL PROCESSING FEES 15,157.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0541386480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INV. RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0915 EAST HIGH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022902
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0154365
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANT VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00

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