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EIN 91-1164972

Cfa Society of Seattle

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Covington
State
Washington
Year formed
1976
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
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 such as topical programs, accounting & economic seminars, and continuing education classes. Presentations are made by the management of major corporations.
Related structure
Cfa Society of Seattle is a subordinate organization under CFA Institute.
Total revenues
$380,668
2024
Total expenses
$383,292
2024
Total assets
$567,944
2024
Num. employees
0
2024

Program areas at Cfa Society of Seattle

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.

Who funds Cfa Society of Seattle

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$65,598

Personnel at Cfa Society of Seattle

NameTitleCompensation
Sherrie TreckerPresident$0
Giorah BourSecretary$0
Olga BystrovaTreasurer$0
Daivd LewisVice President$0
Jason KirkSecretary$0
...and 7 more key personnel

Financials for Cfa Society of Seattle

RevenuesFYE 06/2024
Total grants, contributions, etc.$213,940
Program services$151,771
Investment income and dividends$14,957
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$380,668

Form 990s for Cfa Society of Seattle

Fiscal year endingDate received by IRSFormPDF link
2024-062024-09-23990View PDF
2023-062023-09-27990View PDF
2022-062022-10-10990View PDF
2021-062021-10-13990View PDF
2020-062021-06-08990View PDF
...and 10 more Form 990s
Data update history
August 26, 2024
Received grants
Identified 1 new grant, including a grant for $65,598 from CFA Institute
December 4, 2023
Posted financials
Added Form 990 for fiscal year 2023
December 3, 2023
Updated personnel
Identified 3 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $102,665 from CFA Institute
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsNo full-time employees
General information
Address
PO Box 8388
Covington, WA 98042
Metro area
Seattle-Tacoma-Bellevue, WA
County
King County, WA
Website URL
cfasociety.org/seattle/pages/default.aspx 
Phone
(360) 620-0790
IRS details
EIN
91-1164972
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1976
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Subordinate organization
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