Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2019 • EIN 94-6078576

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 24, 2020

Organization ProfileWWW.CFA-SF.ORG
235 Montgomery Street No 725San Francisco, CA 94104

(415) 814-7900

Siviq Scores

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

Liabilities / Assets

70th percentile

0.32x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.28x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

74th percentile

12%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$204,521

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-11%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,245,181

Up $113,552 (+10%) from 2018

Net Assets

Up

$852,949

Up $177,289 (+26%) from 2018

Liabilities

Down

$392,232

Down $63,737 (-14%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin74th percentile

Revenue

Down

$1,395,515

Down $175,698 (-11%) from 2018

Expenses

Down

$1,234,769

Down $508,565 (-29%) from 2018

Net Income

Up

$160,746

Up $332,867 (+193%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2019

Assets$1,245,181
Liabilities$392,232
Net Assets$852,949
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$1,395,515
Expenses$1,234,769
Net Income$160,746
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 24, 2020
Return Version
2018v3.2
Gross Receipts
$1,395,515
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$833,158$869,229▲ $36,071
Savings and Temporary Cash Investments$118,246$250,673▲ $132,427
Prepaid Expenses and Deferred Charges$71,616$72,087▲ $471
Land, Buildings, and Equipment, Net$35,494$28,818▼ $6,676
Cash and Non-Interest-Bearing Accounts-$6,374-
Accounts Receivable$59,114$3,999▼ $55,115
Total Assets$1,131,629$1,245,181▲ $113,552
Other Assets Total$14,001$14,001→ $0
Liabilities
Deferred Revenue$311,564$235,234▼ $76,330
Other Liabilities$131,227$113,050▼ $18,177
Accounts Payable and Accrued Expenses$13,178$43,948▲ $30,770
Total Liabilities$455,969$392,232▼ $63,737
Net Assets / Fund Balance
Unrestricted Net Assets$662,842$832,449▲ $169,607
Temporarily Rstr Net Assets$12,818$20,500▲ $7,682
Total Net Assets Fund Balance$675,660$852,949▲ $177,289
Total Liabilities and Net Assets / Fund Balance$1,131,629$1,245,181▲ $113,552

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,071$80,974$97,045
Equipment$12,747$15,503$28,250
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'BRIENExecutive DirectorFT$161,091$43,430$204,521

Board Members and Trustees

NameTitle
MATTHEW O'HARAPast President
Baie NetzerPresident
Melissa WedelVice President
Almond GodutiDirector
Anjanette KallasDirector
Jeffrey HamrickDirector
John JordanDirector
Joseph S LeungDirector
Margaret ReidDirector
Purav JhaveriDirector
S Jane LeungDirector
Sami MesrourDirector
Alan WongSecretary
Joyce LiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,263,875
Investment Income
$19,528
Other Revenue
$112,112
Change in Net Assets
$160,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$706,489
Salaries, Compensation, and Employee Benefits$528,280
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$250,651
Current Officers, Directors, Trustees, and Key Employees---$205,930
Advertising---$64,172
Occupancy---$61,494
Payroll Taxes---$33,639
Other Employee Benefits---$33,016
Office Expenses---$32,603
Fees for Services Accounting---$25,592
All Other Expenses---$15,781
Other Expenses---$12,095
Fees for Services Other---$9,403
Insurance---$7,916
Depreciation Depletion---$7,820
Information Technology---$5,990
Pension Plan Contributions---$5,044
Travel---$4,721
Fees for Services Legal---$319
Total Functional Expenses$0$0$0$1,234,769
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$103,023
Capital Lease Liability$10,027
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
4158147900
Address
235 MONTGOMERY STREET NO 725, SAN FRANCISCO, CA 94104

Signing Officer

Name
ANNE O'BRIEN
Title
Executive Director
Phone
4158147900
Signed
2020-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
ANNE O'BRIEN
Formed
1929
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
0

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
Raw XML AppendixShowing 400 of 457 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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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/MoreThan5000KToOrgInd00
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IRS990/PrincipalOfficerNm0ANNE O'BRIEN
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3CFA REVIEW PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4CAREER DEVELOPMENT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1335161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2233448
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3106000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt486262
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1335161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2233448
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL LEASE LIABILITY
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE O'BRIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
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 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
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalReportableCompFromOrgAmt0191091

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,245,181
Liabilities
$392,232
Net assets
$852,949
Revenue
$1,395,515
Expenses
$1,234,769
Net income
$160,746
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
2019Detailed filing. Detailed filing data is available for this year.$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