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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 94-6078576 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Eric Geedey
Total Revenue
$770K
FY2024
Total Expenses
$891K
FY2024
Net Assets
$1.1M
Program Ratio
—
expenses on programs
Employees
5
Volunteers
26
Board Members
12
Voting
12
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.