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CFA SOCIETY SAN FRANCISCO

EIN 94-6078576 SAN FRANCISCO, CA

Revenue 2024
$770,346
Expenses 2024
$890,982

As filed

Subsection
06
Classification
2000
Street
315 MONTGOMERY ST FL 9

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 SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.

Activities or mission (Part I)

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.

  • CFA SOCIETY OF SAN FRANCISCO IS A MEMBERSHIP ORGANIZATION WHICH PROVIDES CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT SERVICES TO ITS MEMBERS, WHILE WORKING TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY.

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.

  • SAMI MESROUR CFA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JOHN AILANJIAN CFA

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ANJIE PENA CFA

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KURT BRAITBERG CFA CAIA

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JULIE BARRY CFA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN MARGIOTTI CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DESMOND FANG CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HUI-CHIEN CHANG CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET REID CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARIO VALENTE CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE TROVATO CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAJ MANGHANI CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC GEEDEY

    CEO, START 10/24

    Total calculated
    $165,589
    From this org
    $139,077
    From related orgs
    $0
    Other
    $26,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,077
    Bonus
    $0
    Other
    $0
    Deferred
    $7,117
    Nontaxable benefits
    $19,395
    Filer's total
    $165,589

  • ANNE O'BRIEN

    CEO, END 10/24

    Total calculated
    $266,739
    From this org
    $223,359
    From related orgs
    $0
    Other
    $43,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,359
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $12,880
    Filer's total
    $266,739

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
    $770,346
    Expenses
    $890,982
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $978,760
    Expenses
    $1,076,439
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $978,014
    Expenses
    $915,539
    Contributions
    $0
    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
    $948,273
    Expenses
    $926,420
    Assets (EOY)
    $1,272,591

  • 2020 · 990

    Revenue
    $853,165
    Expenses
    $790,679
    Assets (EOY)
    $1,365,996

  • 2019 · 990

    Revenue
    $1,209,561
    Expenses
    $1,112,984
    Assets (EOY)
    $1,105,643

  • 2018 · 990

    Revenue
    $1,395,515
    Expenses
    $1,234,769
    Assets (EOY)
    $1,245,181

  • 2017 · 990

    Revenue
    $1,571,213
    Expenses
    $1,743,334
    Assets (EOY)
    $1,131,629

  • 2016 · 990

    Revenue
    $1,232,092
    Expenses
    $1,304,730
    Assets (EOY)
    $1,153,777

  • 2015 · 990

    Revenue
    $1,234,259
    Expenses
    $1,230,411
    Assets (EOY)
    $1,183,492

  • 2014 · 990

    Revenue
    $1,208,721
    Expenses
    $1,219,616
    Assets (EOY)
    $1,169,911

  • 2013 · 990

    Revenue
    $1,144,567
    Expenses
    $1,177,620
    Assets (EOY)
    $1,085,952

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,167,063
    Assets (EOY)
    $1,067,233

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

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.

Declared on its 2024 return

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.