Mission
THE 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.
Public Charity
CFA SOCIETY OF SEATTLE
CFA SOCIETY OF SEATTLE, of COVINGTON, WA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $380K in revenue, $330K in expenses, $618K in total assets. 8 publicly reported grants to this organization, totaling roughly $794K, appear in IRS filings.
EIN: 911164972
COVINGTON, WA
Latest filing: 2025
Total Revenue$380K
Total Expenses$330K
Total Assets$618K
Grant Records8
Funding Total$794K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$96,516
GEN SUPPORT
$65,598
GEN SUPPORT
$102,665
GEN SUPPORT
$90,642
GEN SUPPORT
$105,461
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PAST PRESIDE
Alec Stais
DIRECTOR
David Simpson
VICE PRESIDE
Garrett Grigas
DIRECTOR
Giorah Bour
DIRECTOR
Hayden Wieck
DIRECTOR
Jason Kronstad
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $380K | $330K | $618K |
| 2024 | $381K | $383K | $568K |
| 2023 | $303K | $289K | $571K |
| 2022 | $278K | $209K | $557K |
| 2021 | $177K | $106K | $487K |
Between 2021 and 2025, reported annual revenue grew from $177K to $380K (+114%), with total assets most recently reported at $618K.
Interactive year-over-year charts and full filing details available with membership.