CFA SOCIETY SAN FRANCISCO
235 MONTGOMERY STREET NO 725, SAN FRANCISCO, CA 94104 www.cfa-sf.org

Total Revenue
$1,395,515
Total Expenses
$1,234,769
Net Assets
$852,949

Organizations Filed Purposes: THE CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION. CFASF ENCOURAGES THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH CONTINUING EDUCATION, SOCIAL INTERACTION AND THE EXCHANGE OF INVESTMENT IDEAS AND INFORMATION. CFASF SEEKS TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY.

PROVIDING EDUCATIONAL, NETWORKING CAREER DEVELOPMENT AND OTHER RELATED PROGRAMS FOR INVESTMENT MANAGEMENT PROFESSIONALS.

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

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Anne O'BrienEXECUTIVE DIRECTOR40$191,091
Margaret ReidDIRECTOR1$0
Sami MesrourDIRECTOR1$0
S Jane LeungDIRECTOR1$0
Joseph S LeungDIRECTOR1$0
Anjanette KallasDIRECTOR1$0
John JordanDIRECTOR1$0
Purav JhaveriDIRECTOR1$0
Jeffrey HamrickDIRECTOR1$0
Almond GodutiDIRECTOR1$0
Matthew O'HaraPAST PRESIDENT2$0
Joyce LiTREASURER3$0
Alan WongSECRETARY2$0
Melissa WedelVICE PRESIDENT2$0
Baie NetzerPRESIDENT5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202041939349300129_public.xml