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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 2016. Filed on April 15, 2017.

235 Montgomery Street No 725
San Francisco, California 94104

CFA Society San Francisco (EIN: 94-6078576) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2016 IRS Form 990 filing, CFA Society San Francisco, a 501(c)(6) business league, reported compensation for 2 out of 7 total employees. Among the employees shown here, the average compensation is $81,195. The highest compensated employee at CFA Society San Francisco is Maren Amdal with fiscal year 2016 compensation of $152,390.

Revenue, expenses, and employee compensation

Revenue

$1,234,259

Expenses

$1,230,411

Employee compensation

$539,257
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Maren Amdal
Executive Director (To 10/14/15)
$152,390
$132,702 No related comp$19,688
Kate Schapiro
Interim ED (11/6/15 to 7/30/16)
$10,000
$10,000 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Alan Wong
Director
Baie Netzer
Director
Bob Gillooly
Director
Chris Gillette
Treasurer
Elsie Fletcher
President
Jessica Mann
Secretary
Joseph S Leung
Director
Matthew O'Hara
Vice President
Melissa Wedel
Director
Purav Jhaveri
Director
Stephen Perkins
Former President

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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