CFA SOCIETY OF SEATTLE
PO BOX 7455, BONNEY LAKE, WA 98391 www.cfaseattle.org

Total Revenue
$436,962
Total Expenses
$363,828
Net Assets
$416,234

Organizations Filed Purposes: 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.

Executives Listed on Filing

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

NameTitleHours Per WeekTotal Salary
Pam CahillEXEC. ADMINI40$52,800
Jason KirkTRUSTEE1$0
David LewisTRUSTEE1$0
Tom GoodwinTRUSTEE1$0
Natalie MillerTRUSTEE1$0
Thomas GarrettPAST PRESIDE1$0
Olga BystrovaTREASURER1$0
Victor ChungSECRETARY1$0
Sherrie TreckerVICE PRESIDE1$0
Jamelah LeddyPRESIDENT2.5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202042869349300709_public.xml