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CFA SOCIETY OF LOS ANGELES INCORPORATED

EIN 95-6069970 SHERMAN OAKS, CA

Revenue 2024
$1,078,535
Expenses 2024
$1,069,685

As filed

Subsection
06
Classification
1000
Street
13400 RIVERSIDE DRIVE 215

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

Mission

CFA SOCIETY LOS ANGELES PROMOTES INTEGRITY, PROFESSIONAL EXCELLENCE AND ENGAGEMENT AMONG ITS MEMBERS AND WITHIN THE COMMUNITY. WE DO THIS BY PROVIDING EDUCATIONAL, CAREER DEVELOPMENT AND NETWORKING OPPORTUNITIES.

  • CFA SOCIETY LOS ANGELES OFFERS NETWORKING AND EDUCATIONAL AND CAREER DEVELOPMENT PRESENTATIONS THAT ARE HOSTED OR FOR A FEE BOTH VIRTUALLY AND IN-PERSON. THEY ARE HELD REGULARLY TO FOSTER ETHICAL STANDARDS AND TO EDUCATE AND DEVELOP THE PROFESSIONAL SKILLS OF SOCIETY MEMBERS.

As filed on the 2024 return.

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.

  • GEOFF SCHNEIDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • JEFF KUHLMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5
  • JOHN DEFONSO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JAMES FENKNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • MARY MACHADO SCHAMMEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JULIA BONAFEDE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • MARIYA ENTINA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5
  • STEVEN WANG

    VP

    Total calculated
    $0
    Hours/week
    1.5
  • SCOTT LAUDEMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5
  • DAGNEY MASEDA

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5
  • PETER STUTZ CFA

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5
  • LAURA CARNEY

    CEO

    Total calculated
    $225,334
    From this org
    $216,667
    From related orgs
    $0
    Other
    $8,667
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,667
    Bonus
    $40,000
    Other
    $0
    Deferred
    $8,667
    Nontaxable benefits
    $0
    Filer's total
    $225,334

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $1,078,535
    Expenses
    $1,069,685
    Contributions
    $0
    Grants paid
    $20,000
  • 2023
    Revenue
    $1,047,572
    Expenses
    $1,111,786
    Contributions
    $0
    Grants paid
    $20,000
  • 2022
    Revenue
    $859,965
    Expenses
    $883,936
    Contributions
    $0
    Grants paid
    $20,000

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
    $1,138,757
    Expenses
    $899,656
    Assets (EOY)
    $2,220,674
  • 2020 · 990

    Revenue
    $767,466
    Expenses
    $625,449
    Assets (EOY)
    $2,450,980
  • 2019 · 990

    Revenue
    $983,219
    Expenses
    $954,454
    Assets (EOY)
    $2,128,381
  • 2018 · 990

    Revenue
    $1,390,492
    Expenses
    $1,292,905
    Assets (EOY)
    $1,997,762
  • 2017 · 990

    Revenue
    $1,166,526
    Expenses
    $1,065,856
    Assets (EOY)
    $1,973,611
  • 2016 · 990

    Revenue
    $1,161,291
    Expenses
    $1,120,330
    Assets (EOY)
    $1,786,471
  • 2015 · 990

    Revenue
    $1,116,601
    Expenses
    $958,954
    Assets (EOY)
    $1,666,685
  • 2014 · 990

    Revenue
    $997,199
    Expenses
    $900,624
    Assets (EOY)
    $1,452,415
  • 2013 · 990

    Revenue
    $984,453
    Expenses
    $912,046
    Assets (EOY)
    $1,322,889
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $863,111
    Assets (EOY)
    $1,171,244

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

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.