Mission
CFA SOCIETY SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.
Public Charity
CFA SOCIETY SAN FRANCISCO
CFA SOCIETY SAN FRANCISCO is a Public Charity headquartered in SAN FRANCISCO, CA. Financial data from the 2025 filing: $770K revenue, $891K expenses, $1.3M total assets. 8 publicly reported grants to this organization, totaling roughly $1.8M, appear in IRS filings.
EIN: 946078576
SAN FRANCISCO, CA
Latest filing: 2025
Total Revenue$770K
Total Expenses$891K
Total Assets$1.3M
Grant Records8
Funding Total$1.8M
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$166,372
GEN SUPPORT
$191,498
GEN SUPPORT
$227,782
GEN SUPPORT
$216,971
GEN SUPPORT
$245,100
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PAST PRESIDENT
Anjie Pena Cfa
CEO, END 10/24
Anne O'brien
DIRECTOR
Carolyn Margiotti Cfa
DIRECTOR
Desmond Fang Cfa
CEO, START 10/24
Eric Geedey
DIRECTOR
Hui-Chien Chang Cfa
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $770K | $891K | $1.3M |
| 2024 | $979K | $1.1M | $1.3M |
| 2023 | $978K | $916K | $1.3M |
| 2022 | $948K | $926K | $1.3M |
| 2021 | $853K | $791K | $1.4M |
Between 2021 and 2025, reported annual revenue declined from $853K to $770K (-10%), with total assets most recently reported at $1.3M.
Interactive year-over-year charts and full filing details available with membership.