Mission
The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.
Small Public Charity
CFA SOCIETY OF SACRAMENTO
CFA SOCIETY OF SACRAMENTO is a nonprofit organization categorized as Small Public Charity based in SACRAMENTO, CA. Its most recent IRS filing (2024) reports revenue of $60K, expenses of $65K, total assets of $201K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $253K.
EIN: 943315268
SACRAMENTO, CA
Latest filing: 2024
Total Revenue$60K
Total Expenses$65K
Total Assets$201K
Grant Records8
Funding Total$253K
Filing Years2019–2024
Sample Grants Received
GEN SUPPORT
$22,373
GEN SUPPORT
$19,497
GEN SUPPORT
$37,941
GEN SUPPORT
$42,039
GEN SUPPORT
$41,794
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Secretary
Brian Mathew Leu
President
Candace Ronan
Vice President
Jonathan Lederer
Treasurer
Wilbur Chan
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $60K | $65K | $201K |
| 2023 | $52K | $48K | $206K |
| 2021 | $59K | $36K | $186K |
| 2020 | $61K | $56K | $163K |
| 2019 | $71K | $55K | $159K |
Between 2019 and 2024, reported annual revenue declined from $71K to $60K (-16%), with total assets most recently reported at $201K.
Interactive year-over-year charts and full filing details available with membership.