2026-01-22T17:11:58-06:00 2025-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2024-07-01 946078576 CFA SOCIETY SAN FRANCISCO CFAS 4158147900 201 SPEAR STREET NO 1100 SAN FRANCISCO CA 94105 ERIC GEEDEY CEO 4158147900 2026-01-16 1 1 LOTASHA THOMAS P01225273 7075778806 2026-01-16 2024 2025-03-06 01:10:19Z ERIC GEEDEY 201 SPEAR STREET NO 1100 SAN FRANCISCO CA 94105 1295000 0 X HTTP://WWW.CFA-SF.ORG X 1967 CA 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. 12 12 5 26 0 0 0 0 939780 802542 37420 -32397 1560 201 978760 770346 0 0 0 0 699204 581677 0 0 0 377235 309305 1076439 890982 -97679 -120636 1323304 1342184 249619 255044 1073685 1087140 CFA SOCIETY SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ERIC GEEDEY 4158147905 201 SPEAR STREET 1100 SAN FRANCISCO CA 94105 SAMI MESROUR CFA PRESIDENT 2.00 X X 0 0 0 JOHN AILANJIAN CFA VICE PRESIDENT 1.00 X X 0 0 0 ANJIE PENA CFA PAST PRESIDENT 2.00 X 0 0 0 KURT BRAITBERG CFA CAIA TREASURER 2.00 X X 0 0 0 JULIE BARRY CFA SECRETARY 1.00 X X 0 0 0 CAROLYN MARGIOTTI CFA DIRECTOR 1.00 X 0 0 0 DESMOND FANG CFA DIRECTOR 1.00 X 0 0 0 HUI-CHIEN CHANG CFA DIRECTOR 1.00 X 0 0 0 MARGARET REID CFA DIRECTOR 1.00 X 0 0 0 MARIO VALENTE CFA DIRECTOR 1.00 X 0 0 0 MIKE TROVATO CFA DIRECTOR 1.00 X 0 0 0 RAJ MANGHANI CFA DIRECTOR 1.00 X 0 0 0 ERIC GEEDEY CEO, START 10/24 40.00 X 139077 0 26512 ANNE O'BRIEN CEO, END 10/24 40.00 X 223359 0 43380 362436 0 69892 2 0 1 0 0 MEMBERSHIP DUES 900099 504065 504065 CFA INSTITUTE SUBSIDY 611710 154365 154365 SPONSORSHIP REVENUE 900099 63338 63338 PROGRAM EVENTS 611600 61261 61261 CAREER DEVELOPMENT 561300 19513 19513 802542 33341 33341 458916 524654 -65738 -65738 -65738 OTHER 900099 201 201 201 770346 802542 0 -32196 X 367851 133978 4872 38301 36675 980 16500 1852 98784 16409 8181 28324 1861 21220 2305 1177 PROGRAMS AND EVENTS 102726 OTHER EXPENSES 4705 TELEPHONE 4281 890982 272976 133024 3750 5000 22770 27219 17506 15207 4605 2299 1019203 1174642 1323304 1342184 68208 70860 181411 184184 249619 255044 X 1073685 1087140 1073685 1087140 1323304 1342184 -120636 134091 0 X 1 X 0 1 0 1 1 0 17506 15207 2299 2299 X PART X, LINE 2: THE SOCIETY DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2025 THE SOCIETY HAD REVIEWED ITS TAX POSITIONS AND HAD CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS WERE REQUIRED. THE SOCIETY'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE. X 0 0 0 ANNE O'BRIEN CEO, END 10/24 223359 0 0 0 0 0 30500 0 12880 0 266739 0 0 0 ERIC GEEDEY CEO, START 10/24 139077 0 0 0 0 0 7117 0 19395 0 165589 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD IS REQUIRED TO GET MAJORITY APPROVAL FROM THE MEMBERS OF THE SOCIETY TO MAKE ADJUSTMENTS TO CERTAIN ARTICLES IN THE SOCIETY'S BYLAWS. THE MEMBERS OF THE SOCIETY ALSO HAVE THE AUTHORITY BY A MAJORITY VOTE TO REMOVE ANY BOARD MEMBER, WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND/OR THE TREASURER OF THE BOARD ARE IN CHARGE OF REVIEWING FORM 990 PRIOR TO FILING. ONLY ONE SIGNATURE IS REQUIRED. A COPY OF THE TAX FILING IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS THE CEO/EXECUTIVE DIRECTORS' SALARIES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER 83,627. PAYROLL PROCESSING FEES 15,157. CFA INSTITUTE 915 EAST HIGH STREET CHARLOTTESVILLE VA 22902 541386480 INV. RESEARCH VA 501(C)(6) CFA INSTITUTE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CFA INSTITUTE C 154365 GRANT VALUE