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 (2025) reports revenue of $44K, expenses of $39K, total assets of $206K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $253K.
EIN: 943315268
SACRAMENTO, CA
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2025
Total Revenue$44K
Total Expenses$39K
Total Assets$206K
Grant Records8
Funding Total$253K
Filing Years2020–2025
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
President
Brian Mcquade
Vice President
Rafael Garcia
Treasurer
Wilbur Chan
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $44K | $39K | $206K |
| 2024 | $60K | $65K | $201K |
| 2023 | $52K | $48K | $206K |
| 2021 | $59K | $36K | $186K |
| 2020 | $61K | $56K | $163K |
Between 2020 and 2025, reported annual revenue declined from $61K to $44K (-28%), with total assets most recently reported at $206K.
Interactive year-over-year charts and full filing details available with membership.