Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2017 • EIN 94-6078576

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

62nd percentile

0.27x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.25x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-5.9%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$85,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

24th percentile

-2.5%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-0.2%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,153,777

Down $29,715 (-2.5%) from 2016

Net Assets

Down

$844,906

Down $67,530 (-7.4%) from 2016

Liabilities

Up

$308,871

Up $37,815 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Down

$1,232,092

Down $2,167 (-0.2%) from 2016

Expenses

Up

$1,304,730

Up $74,319 (+6.0%) from 2016

Net Income

Down

-$72,638

Down $76,486 (-1988%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$1,153,777
Liabilities$308,871
Net Assets$844,906
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$1,232,092
Expenses$1,304,730
Net Income-$72,638
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$1,232,092
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$868,808$889,051▲ $20,243
Savings and Temporary Cash Investments$207,414$96,260▼ $111,154
Accounts Receivable$43,998$66,265▲ $22,267
Prepaid Expenses and Deferred Charges$42,609$64,519▲ $21,910
Land, Buildings, and Equipment, Net$6,662$23,681▲ $17,019
Total Assets$1,183,492$1,153,777▼ $29,715
Other Assets Total$14,001$14,001→ $0
Liabilities
Deferred Revenue$153,862$192,787▲ $38,925
Other Liabilities$71,604$108,333▲ $36,729
Accounts Payable and Accrued Expenses$45,590$7,751▼ $37,839
Total Liabilities$271,056$308,871▲ $37,815
Net Assets / Fund Balance
Unrestricted Net Assets$868,103$826,906▼ $41,197
Temporarily Rstr Net Assets$44,333$18,000▼ $26,333
Total Net Assets Fund Balance$912,436$844,906▼ $67,530
Total Liabilities and Net Assets / Fund Balance$1,183,492$1,153,777▼ $29,715

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,627$86,655$90,282
Equipment$20,054$5,509$25,563
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate SchapiroInterim Executive Director (to 7/16)FT$85,000-$85,000
Anne O'BrienEXECUTIVE DIRECTOR (from 8/16)FT$61,778$6,246$68,024

Board Members and Trustees

NameTitle
Elsie FletcherPast President
Chris GillettePresident
Matthew O'HaraVice President
Alan WongDirector
Almond GodutiDirector
Anjanette KallasDirector
Bob GilloolyDirector
Jessica MannDirector
Joseph S LeungDirector
Joyce LiDirector
Purav JhaveriDirector
Baie NetzerSecretary
Melissa WedelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,160,101
Investment Income
$15,136
Other Revenue
$56,855
Change in Net Assets
$-72,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$754,676
Salaries, Compensation, and Employee Benefits$550,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$316,999
Current Officers, Directors, Trustees, and Key Employees---$171,392
Occupancy---$164,319
All Other Expenses---$41,589
Payroll Taxes---$36,975
Fees for Services Accounting---$31,943
Other Employee Benefits---$24,688
Fees for Services Other---$21,430
Other Expenses---$20,428
Advertising---$15,539
Travel---$14,053
Information Technology---$12,872
Office Expenses---$8,736
Depreciation Depletion---$5,107
Insurance---$3,540
Fees for Services Legal---$2,158
Interest---$349
Total Functional Expenses$0$0$0$1,304,730
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$92,349
Capital Lease Liability$15,984
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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 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.”

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
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Wedel
Formed
1929
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
13

Preparer

Firm
Bpm Llp
Address
110 Stony Point Road Suite 210, Santa Rosa, CA 95401
Preparer
James P 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, 2017.”

Raw XML AppendixShowing 400 of 426 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/TitleTxt0Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR (from 8/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Interim Executive Director (to 7/16)
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IRS990/MissionDesc0The 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.
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt056855
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05108
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0164319
IRS990/OfficeExpensesGrp/TotalAmt08736
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014001
IRS990/OtherAssetsTotalGrp/EOYAmt014001
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024688
IRS990/OtherExpensesGrp/Desc0Professional dev. progr
IRS990/OtherExpensesGrp/Desc1CFA review programs
IRS990/OtherExpensesGrp/Desc2Governance Expenses
IRS990/OtherExpensesGrp/Desc3telephone
IRS990/OtherExpensesGrp/TotalAmt0238382
IRS990/OtherExpensesGrp/TotalAmt1100057
IRS990/OtherExpensesGrp/TotalAmt274174
IRS990/OtherExpensesGrp/TotalAmt320428
IRS990/OtherLiabilitiesGrp/BOYAmt071604
IRS990/OtherLiabilitiesGrp/EOYAmt0108333
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316999
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt036975
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042609
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064519
IRS990/PrincipalOfficerNm0Melissa Wedel
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4561499
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Continuing Education
IRS990/ProgramServiceRevenueGrp/Desc2CFA Review Program
IRS990/ProgramServiceRevenueGrp/Desc3CFA Institute Subsidy
IRS990/ProgramServiceRevenueGrp/Desc4Meetings
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0494630
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1230146
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2215390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3168925
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt419249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0494630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1230146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2215390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3168925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt419249
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08940
IRS990/PYOtherExpensesAmt0691154
IRS990/PYOtherRevenueAmt068060
IRS990/PYProgramServiceRevenueAmt01157259
IRS990/PYRevenuesLessExpensesAmt03848
IRS990/PYSalariesCompEmpBnftPaidAmt0539257
IRS990/PYTotalExpensesAmt01230411
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01234259
IRS990/ReconcilationRevenueExpnssAmt0-72638
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt056855
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0207414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096260
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt020054
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05509
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025563
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03627
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt086655
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt092349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115984
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Capital Lease Liability
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, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023681
IRS990ScheduleD/TotalLiabilityAmt0108333
IRS990/ScheduleJRequiredInd00
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 11b
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/BOYAmt044333
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt018000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01183492
IRS990/TotalAssetsEOYAmt01153777
IRS990/TotalAssetsGrp/BOYAmt01183492
IRS990/TotalAssetsGrp/EOYAmt01153777
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt01304730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0271056
IRS990/TotalLiabilitiesEOYAmt0308871
IRS990/TotalLiabilitiesGrp/BOYAmt0271056
IRS990/TotalLiabilitiesGrp/EOYAmt0308871
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0912436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0844906
IRS990/TotalOtherCompensationAmt06246
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt031761
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt031761
IRS990/TotalProgramServiceRevenueAmt01160101
IRS990/TotalReportableCompFromOrgAmt0146778
IRS990/TotalRevenueGrp/ExclusionAmt071991
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01160101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01232092
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01183492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01153777
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014053
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0868103
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0826906
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 Montgomery Street No 725
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0http://www.cfa-sf.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne O'Brien
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04152590765
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society San Francisco
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0946078576

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,153,777
Liabilities
$308,871
Net assets
$844,906
Revenue
$1,232,092
Expenses
$1,304,730
Net income
-$72,638
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
2017Detailed filing. Detailed filing data is available for this year.$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