Cfa Society Of Los Angeles Incorporated

Organization Overview

Cfa Society Of Los Angeles Incorporated is located in Sherman Oaks, CA. The organization was established in 1969. According to its NTEE Classification (J01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Employment and related organizations. As of 08/2021, Cfa Society Of Los Angeles Incorporated employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society Of Los Angeles Incorporated is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.

For the year ending 08/2021, Cfa Society Of Los Angeles Incorporated generated $767.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.1%) each year. All expenses for the organization totaled $625.4k during the year ending 08/2021. As we would expect to see with falling revenues, expenses have declined by (6.9%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

CFA SOCIETY LOS ANGELES PROMOTES INTEGRITY, PROFESSIONAL EXCELLENCE AND ENGAGEMENT AMONG ITS MEMBERS AND WITHIN THE COMMUNITY.

Describe the Organization's Program Activity:

Part 3 - Line 4a

TOPICALS - HOSTED AND UNHOSTED TOPICAL DISCUSSIONS ARE HELD FREQUENTLY TO FOSTER ETHICAL STANDARDS AND TO EDUCATE AND DEVELOP THE PROFESSIONAL SKILLS OF SOCIETY MEMBERS


CFA REVIEW PROGRAM - SEMINARS ARE HELD ANNUALLY FOR THE PRIMARY PURPOSE OF PREPARING PROSPECTIVE CHARTERED FINANCIAL ANALYSTS FOR THE CFA EXAMINATION GIVEN BY THE CFA INSTITUTE


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Board, Officers & Key Employees

Name (title)Compensation
Laura Carney
CEO
$166,667
Eric Souders CFA
Board Member
$2,900
Peter Stutz CFA
Board Member
$1,500
James Lewis CFA
Vice President
$500
Alfredo Gomez CFA Caia
Treasurer
$0
Alicia Romo CFA
President
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$740,377
Investment income $27,089
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $767,466

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Cfa Society Of Los Angeles Incorporated has recieved totaling $185,299.

Awarding OrganizationAmount
Cfa Institute

Charlottesville, VA

PURPOSE: GEN SUPPORT

$185,299
View Grant Recipient Profile

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