SAN FRANCISCO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CFA SOCIETY SAN FRANCISCO, founded in 1967, is a small nonprofit that reported $770K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $891K exceeded revenue, resulting in a 16% operating deficit.
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $770,346 | $978,760 | -0.2% |
| Expenses | $890,982 | $1,076,439 | -0.2% |
| Net Income | $-120,636 | $-97,679 | +0.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| SAMI MESROUR CFA | PRESIDENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN AILANJIAN CFA | VICE PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANJIE PENA CFA | PAST PRESIDENT | 2.00 |
Director
|
$0 | $0 | $0 |
| KURT BRAITBERG CFA CAIA | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JULIE BARRY CFA | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CAROLYN MARGIOTTI CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DESMOND FANG CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| HUI-CHIEN CHANG CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARGARET REID CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARIO VALENTE CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIKE TROVATO CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RAJ MANGHANI CFA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ERIC GEEDEY | CEO, START 10/24 | 40.00 |
Officer
|
$139,077 | $26,512 | $165,589 |
| ANNE O'BRIEN | CEO, END 10/24 | 40.00 |
Officer
|
$223,359 | $43,380 | $266,739 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $770,346 | $890,982 | $1,342,184 | $-120,636 |
| 2024 | $978,760 | $1,076,439 | $1,323,304 | $-97,679 |
| 2023 | $978,014 | $915,539 | $1,324,069 | $62,475 |
| 2022 | $948,273 | $926,420 | $1,272,591 | $21,853 |
| 2021 | $853,165 | $790,679 | $1,365,996 | $62,486 |
| 2020 | $1,209,561 | $1,112,984 | $1,105,643 | $96,577 |
| 2019 | $1,395,515 | $1,234,769 | $1,245,181 | $160,746 |
| 2018 | $1,571,213 | $1,743,334 | $1,131,629 | $-172,121 |
Compare CFA SOCIETY SAN FRANCISCO with other nonprofits in California and across the country.