CFA SOCIETY OF SEATTLE

As filed

Subsection

06

Classification

1000

Street

PO BOX 8388

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $379,524

  Expenses

  $329,914

  Contributions

  $215,465

  Grants paid

  $0

• 2023

  Revenue

  $380,668

  Expenses

  $383,292

  Contributions

  $213,940

  Grants paid

  $0

• 2022

  Revenue

  $303,108

  Expenses

  $289,101

  Contributions

  $161,590

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $278,434

  Expenses

  $208,960

  Assets (EOY)

  $556,561

• 2020 · 990

  Revenue

  $177,186

  Expenses

  $106,333

  Assets (EOY)

  $487,087

• 2019 · 990

  Revenue

  $436,962

  Expenses

  $363,828

  Assets (EOY)

  $416,234

• 2018 · 990

  Revenue

  $520,265

  Expenses

  $540,289

  Assets (EOY)

  $343,100

• 2017 · 990

  Revenue

  $456,443

  Expenses

  $378,152

  Assets (EOY)

  $363,124

• 2016 · 990

  Revenue

  $275,593

  Expenses

  $298,099

  Assets (EOY)

  $284,833

• 2015 · 990

  Revenue

  $316,765

  Expenses

  $270,082

  Assets (EOY)

  $307,339

• 2014 · 990

  Revenue

  $277,751

  Expenses

  $223,993

  Assets (EOY)

  $260,656

• 2013 · 990

  Revenue

  $220,718

  Expenses

  $221,495

  Assets (EOY)

  $206,898

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $176,885

  Assets (EOY)

  $207,675

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• CFA INSTITUTE

  $96,516

  2023 · GEN SUPPORT

• CFA INSTITUTE

  $90,679

  2024 · GEN SUPPORT

• CFA INSTITUTE

  $65,598

  2022 · GEN SUPPORT

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files