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← CFA SOCIETY OF SEATTLE

Form 990 for tax year 2022

Filed by CFA SOCIETY OF SEATTLE.

Totals

Total revenue
$303,108
Total expenses
$289,101
Contributions and grants received
$161,590
Grants paid
$0
Program service revenue
$129,506
Investment income
$12,012
Other revenue
$0
Total assets, end of year
$570,568
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$570,568
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $121,513

  • 1d · Related organizations

    $40,077

  • 2a · Program service revenue: ANNUAL FORECAST DINNER REVENU

    total $76,400 · related or exempt $76,400

  • 2b · Program service revenue: JOB REVENUE BOARD

    total $15,627 · related or exempt $15,627

  • 2c · Program service revenue: WOMANS NETWORK

    total $9,620 · related or exempt $9,620

  • 2d · Program service revenue: GOLF SOCIAL

    total $8,894 · related or exempt $8,894

  • 2e · Program service revenue: SOCIALS

    total $8,705 · related or exempt $8,705

  • 2f · All other program service revenue

    total $10,260 · related or exempt $10,260

  • 3 · Investment income

    total $12,012 · related or exempt $12,012

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $61,200

  • 12 · Advertising and promotion

    total $373

  • 19 · Conferences, conventions and meetings

    total $26,337

  • 24a · Other expenses: FORECAST DINNER EXPENSES

    total $102,302

  • 24b · Other expenses: NEW CHARTER-HOLIDAY PARTY

    total $31,710

  • 24c · Other expenses: SOCIALS

    total $16,928

  • 24d · Other expenses: GOLF SOCIAL

    total $15,261

  • 24e · All other expenses

    total $34,990

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,539 · end of year $48,532

  • 2 · Savings and temporary cash investments

    beginning of year $25,465 · end of year $25,477

  • 10a · Land, buildings and equipment: cost or other basis

    $1,850

  • 10c · Land, buildings and equipment, net

    beginning of year $1,850 · end of year $1,850

  • 11 · Investments: publicly traded securities

    beginning of year $482,707 · end of year $494,709

  • 31 · Retained earnings, endowment or other funds

    beginning of year $556,561 · end of year $570,568

Mission and programs · 2022

Mission

THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS.

  • THE ORGANIZATION CONDUCTS HIGH QUALITY PROGRAMS AND DISSEMINATES INFORMATION AND IDEAS RELATING TO INVESTMENTS (TOPICAL PROGRAMS, ACCOUNTING & ECONOMIC SEMINARS,AND CONTINUTING EDUCATION CLASSES). PRESENTATIONS ARE MADE BY THE MANAGEMENT OF MAJOR CORPORATIONS TO MEMBERS AND THEIR GUESTS. OVER 20 LOCAL EVENTS AND PROGRAMS ARE HOSTED DURING THE YEAR. THE ORGANIZATION ALSO PROVIDES JOB PLACEMENT LISTINGS AND MAKES CFA INSTITUTE PUBLICATIONS AVAILABLE TO ITS MEMBERS. ADDITIONALLY, THE ORGNIZATION OFFERS PREPARATORY EDUCATION PROGRAMS (CFA STUDY PROGRAMS) CONDUCTED FOR CANDIDATES ENROLLED IN THE CHARTERED FINANCIAL ANALYST PROGRAM.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sherrie Trecker

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2.5

  • Daivd Lewis

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Giorah Bour

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Olga Bystrova

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Garrett

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Laura Foster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tom Goodwin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Hayden Wieck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pam Webb

    EXEC. ADMINI

    Total calculated
    $61,200
    From this org
    $61,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
4 September 2023
IRS schema version
2022v5.0
Source object
202342709349301204

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