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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations CFA Society San Francisco

CFA Society San Francisco

Fiscal year ending 2024. Filed on February 25, 2025.

201 Spear Street No 1100
San Francisco, California 94105

CFA Society San Francisco (EIN: 94-6078576) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, CFA Society San Francisco, a 501(c)(6) business league, reported compensation for 2 out of 4 total employees. Among the employees shown here, the average compensation is $220,090. The highest compensated employee at CFA Society San Francisco is Anne O'Brien with fiscal year 2024 compensation of $296,998.

Revenue, expenses, and employee compensation

Revenue

$978,760

Expenses

$1,076,439

Employee compensation

$699,204
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Anne O'Brien
Chief Executive Officer
$296,998
$252,136 No related comp$44,862
Eric Geedey
Managing Director
$143,182
$122,121 No related comp$21,061

Benchmark Employee Compensation

Non-Employee Board Members

Anjie Pena
President
Carolyn Margiotti
Director
Desmond Fang
Director
Hui-Chien Chang
Director
Jeffery Hamrick
Director
John Ailanjian
Treasurer
John Jordan
Former President
Julie Barry
Director
Kurt Braitberg
Secretary
Margaret Reid
Director
Mario Valente
Director
Mike Trovatio
Director

Mission Statement

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 ANAYLYST (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.

Revisions to this organization profile

February 25, 2025:
2024 CFA Society San Francisco 990 filed
February 2, 2024:
2023 CFA Society San Francisco 990 filed
May 13, 2023:
2022 CFA Society San Francisco 990 filed

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