Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2016 • EIN 94-6078576

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 05, 2017

Organization Profilewww.cfa-sf.org
235 Montgomery Street No 725San Francisco, CA 94104

(415) 259-0765

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.23x

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

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.22x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

36th percentile

0.3%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$152,390

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

2.1%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,183,492

Up $13,581 (+1.2%) from 2015

Net Assets

Up

$912,436

Up $5,966 (+0.7%) from 2015

Liabilities

Up

$271,056

Up $7,615 (+2.9%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin36th percentile

Revenue

Up

$1,234,259

Up $25,538 (+2.1%) from 2015

Expenses

Up

$1,230,411

Up $10,795 (+0.9%) from 2015

Net Income

Up

$3,848

Up $14,743 (+135%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$1,183,492
Liabilities$271,056
Net Assets$912,436
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,234,259
Expenses$1,230,411
Net Income$3,848
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$1,234,259
Mission and Program Overview

Mission

Cfa society san francisco's mission is to advance bay area investment professionals through education, career development, and community building.

Providing educational, networking career development and other related programs for investment management professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$857,750$868,808▲ $11,058
Savings and Temporary Cash Investments$131,447$207,414▲ $75,967
Accounts Receivable$120,256$43,998▼ $76,258
Prepaid Expenses and Deferred Charges$37,351$42,609▲ $5,258
Land, Buildings, and Equipment, Net$9,106$6,662▼ $2,444
Total Assets$1,169,911$1,183,492▲ $13,581
Other Assets Total$14,001$14,001→ $0
Liabilities
Deferred Revenue$158,650$153,862▼ $4,788
Other Liabilities$84,574$71,604▼ $12,970
Accounts Payable and Accrued Expenses$20,217$45,590▲ $25,373
Total Liabilities$263,441$271,056▲ $7,615
Net Assets / Fund Balance
Unrestricted Net Assets$827,485$868,103▲ $40,618
Temporarily Rstr Net Assets$78,985$44,333▼ $34,652
Total Net Assets Fund Balance$906,470$912,436▲ $5,966
Total Liabilities and Net Assets / Fund Balance$1,169,911$1,183,492▲ $13,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,643$84,639$90,282
Equipment$1,019$2,418$3,437
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maren AmdalEXECUTIVE DIRECTOR (to 10/14/15)FT$132,702$19,688$152,390
Kate SchapiroInterim ED (11/6/15 to 7/30/16)FT$10,000-$10,000

Board Members and Trustees

NameTitle
Stephen PerkinsPast President
Elsie FletcherPresident
Matthew O'HaraVice President
Alan WongDirector
Baie NetzerDirector
Bob GilloolyDirector
Joseph S LeungDirector
Melissa WedelDirector
Purav JhaveriDirector
Jessica MannSecretary
Chris GilletteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,157,259
Investment Income
$8,940
Other Revenue
$68,060
Change in Net Assets
$3,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$691,154
Salaries, Compensation, and Employee Benefits$539,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$343,057
Occupancy---$160,569
Current Officers, Directors, Trustees, and Key Employees---$154,274
All Other Expenses---$49,154
Fees for Services Accounting---$43,957
Payroll Taxes---$32,503
Other Expenses---$19,167
Information Technology---$12,998
Fees for Services Other---$12,709
Other Employee Benefits---$9,423
Fees for Services Legal---$9,423
Advertising---$9,083
Office Expenses---$8,470
Travel---$5,992
Insurance---$3,547
Depreciation Depletion---$2,444
Total Functional Expenses$0$0$0$1,230,411
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$71,604
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 B, line 11

“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.”

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 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
4152590765
Address
235 Montgomery Street No 725, San Francisco, CA 94104

Signing Officer

Name
Anne O'Brien
Title
Executive Director
Phone
4152590765
Signed
2017-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Wedel
Formed
1929
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
11

Preparer

Firm
Bpm Llp
Address
110 Stony Point Road Suite 210, Santa Rosa, CA 95401
Preparer
James Petray
Phone
7075444078
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Society is a nonprofit organization exempt from income tax under Section 501(c)(6) of the Internal Revenue Code and Section 23701(e) of the State of California Revenue and Taxation Code and generally is not subject to state or federal income taxes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Following the accounting guidance for uncertain tax positions, management has concluded that there are no uncertain tax positions at June 30, 2016.”

Raw XML AppendixShowing 400 of 420 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt12Interim ED (11/6/15 to 7/30/16)
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IRS990/OtherLiabilitiesGrp/EOYAmt071604
IRS990/OtherSalariesAndWagesGrp/TotalAmt0343057
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt032503
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037351
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042609
IRS990/PrincipalOfficerNm0Melissa Wedel
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Continuing Education
IRS990/ProgramServiceRevenueGrp/Desc2CFA Review Program
IRS990/ProgramServiceRevenueGrp/Desc3CFA Institute Subsidy
IRS990/ProgramServiceRevenueGrp/Desc4Sponsorship Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0496450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1275126
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2212476
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3128110
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt426847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0496450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1275126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2212476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3128110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426847
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-38086
IRS990/PYOtherExpensesAmt0710932
IRS990/PYOtherRevenueAmt066225
IRS990/PYProgramServiceRevenueAmt01180582
IRS990/PYRevenuesLessExpensesAmt0-10895
IRS990/PYSalariesCompEmpBnftPaidAmt0508684
IRS990/PYTotalExpensesAmt01219616
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01208721
IRS990/ReconcilationRevenueExpnssAmt03848
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt068060
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0131447
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207414
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01019
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02418
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03437
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05643
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt084639
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Liabilities
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Society is a nonprofit organization exempt from income tax under Section 501(c)(6) of the Internal Revenue Code and Section 23701(e) of the State of California Revenue and Taxation Code and generally is not subject to state or federal income taxes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Following the accounting guidance for uncertain tax positions, management has concluded that there are no uncertain tax positions at June 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06662
IRS990ScheduleD/TotalLiabilityAmt071604
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0132702
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MAREN AMDAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR (to 10/14/15)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0152390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
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 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interested persons are required to disclose potential conflicts before entering into the transaction, or immediately upon learning of the conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Directors reviews the Executive Directors' salaries annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents, financial statements and tax returns are provided upon written request.
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 B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt078985
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt044333
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01169911
IRS990/TotalAssetsEOYAmt01183492
IRS990/TotalAssetsGrp/BOYAmt01169911
IRS990/TotalAssetsGrp/EOYAmt01183492
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01230411
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0263441
IRS990/TotalLiabilitiesEOYAmt0271056
IRS990/TotalLiabilitiesGrp/BOYAmt0263441
IRS990/TotalLiabilitiesGrp/EOYAmt0271056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0906470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0912436
IRS990/TotalOtherCompensationAmt019688
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt018250
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt018250
IRS990/TotalProgramServiceRevenueAmt01157259
IRS990/TotalReportableCompFromOrgAmt0142702
IRS990/TotalRevenueGrp/ExclusionAmt077000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01157259
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01234259
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01169911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01183492
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05992
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0827485
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0868103
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 Montgomery Street No 725
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0http://www.cfa-sf.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne O'Brien
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04152590765
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society San Francisco

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,183,492
Liabilities
$271,056
Net assets
$912,436
Revenue
$1,234,259
Expenses
$1,230,411
Net income
$3,848
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
2016Detailed filing. Detailed filing data is available for this year.$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