CFA SOCIETY SAN FRANCISCO

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

ERIC GEEDEY

Phone

4158147900

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

CFA SOCIETY SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.

Program Service Accomplishments

Program 1

CFA SOCIETY OF SAN FRANCISCO IS A MEMBERSHIP ORGANIZATION WHICH PROVIDES CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT SERVICES TO ITS MEMBERS, WHILE WORKING TO ENHANCE AWARENESS OF THE...

CFA SOCIETY OF SAN FRANCISCO IS A MEMBERSHIP ORGANIZATION WHICH PROVIDES CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT SERVICES TO ITS MEMBERS, WHILE WORKING TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $802,542

Investment Income $-32,397

Other Revenue $201

TOTAL REVENUE $770,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $581,677

Fundraising Expenses $0

Other Expenses $309,305

TOTAL EXPENSES $890,982

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$432,328

Total Directors

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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