CFA SOCIETY SAN FRANCISCO
EIN 94-6078576 · Professional Athletic Leagues (N80)
What they do
CFA SOCIETY of SAN FRANCISCO is A CALIFORNIA MEMBERSHIP-BASED NON-PROFIT WHICH PROMOTES HIGH STANDARDS of COMPETENCE and ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION. CFA SOCIETY of SAN FRANCISCO SUPPORTS THE EVOLVING NEEDS of THE FINANCE and INVESTMENT INDUSTRY BY OFFERING HIGH-IMPACT PROGRAMMING, PROFESSIONAL DEVELOPMENT RESOURCES, and ACCESS to THOUGHT LEADERSHIP AT THE INTERSECTION of MARKETS and TECHNOLOGY. FROM HOSTING EXPERT PANELS and FLAGSHIP EVENTS to MENTORING EMERGING TALENT and ENGAGING WITH ACADEMIC INSTITUTIONS, WE EQUIP OUR MEMBERS and THE BROADER FINANCIAL COMMUNITY WITH THE TOOLS, INSIGHTS, and RELATIONSHIPS NEEDED to LEAD WITH INTEGRITY and STAY AHEAD IN A RAPIDLY CHANGING ENVIRONMENT.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders14 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $120,636 this year. Ask whether that was planned or caused by a one-time event.
Pay context: The highest compensation shown in this filing is $266,739 for ANNE OBRIEN (CEO, END 10/24). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (14)
ANNE OBRIENCEO, END 10/24
ERIC GEEDEYCEO, START 10/24
ANJIE PENA CFAPAST PRESIDENT
CAROLYN MARGIOTTI CFADIRECTOR
DESMOND FANG CFADIRECTOR
HUI-CHIEN CHANG CFADIRECTOR
JOHN AILANJIAN CFAVICE PRESIDENT
JULIE BARRY CFASECRETARY
KURT BRAITBERG CFA CAIATREASURER
MARGARET REID CFADIRECTOR
MARIO VALENTE CFADIRECTOR
MIKE TROVATO CFADIRECTOR
RAJ MANGHANI CFADIRECTOR
SAMI MESROUR CFAPRESIDENT
About this charity
- Recognized since
- January 1968
- Location
- 201 SPEAR STREET NO 1100, SAN FRANCISCO, CA 94105
- County
- City and County of San Francisco
- In care of
- ERIC GEEDEY
- Primary officer
- ERIC GEEDEY, CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990
- Tax preparer
- DILLWOOD BURKEL & MILLAR LLP
- NTEE classification
- Professional Athletic Leagues (N80)
- IRS tax category
- Professional Athletic Leagues