CFA SOCIETY OF LOS ANGELES INC

EIN: 956069970

SHERMAN OAKS, CA

Total Revenue
$1,047,572
Total Expenses
$1,111,786
Total Assets
$2,794,196
Net Assets
$1,941,048
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1931
Legal Domicile
CA
Principal Officer
LAURA CARNEY
Phone
2136131503
Tax Period
2023-09-01 to 2024-08-31

CFA SOCIETY OF LOS ANGELES INC, founded in 1931, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

CFA SOCIETY LOS ANGELES PROMOTES INTEGRITY, PROFESSIONAL EXCELLENCE AND ENGAGEMENT AMONG ITS MEMBERS AND WITHIN THE COMMUNITY. WE DO THIS BY PROVIDING EDUCATIONAL, CAREER DEVELOPMENT AND NETWORKING OPPORTUNITIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $988,648
Investment Income $58,924
Other Revenue $0
TOTAL REVENUE $1,047,572

Expense Breakdown

Grants Paid $20,000
Salaries & Benefits $424,266
Fundraising Expenses $0
Other Expenses $667,520
TOTAL EXPENSES $1,111,786

Year-over-Year Comparison

2023 2022 Change
Revenue $1,047,572 $859,965 +0.2%
Expenses $1,111,786 $883,936 +0.3%
Net Income $-64,214 $-23,971 +1.7%
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

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Governance

Voting Members
11
Independent Members
11
Employees
6
Volunteers
150

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
6
$204,759
Total Directors
11
$500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEOFF SCHNEIDER BOARD MEMBER 1.50
Director
$0 $0 $0
JEFF KUHLMAN BOARD MEMBER 1.50
Director
$0 $0 $0
JAMES FENKNER BOARD MEMBER 1.00
Director
$0 $0 $0
MARY MACHADO SCHAMMEL BOARD MEMBER 1.00
Director
$0 $0 $0
DAGNEY MASEDA BOARD MEMBER 1.00
Director
$0 $0 $0
PRIYANKA SHUKLA BOARD MEMBER 1.00
Director
$0 $0 $0
MARIYA ENTINA VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
PETER STUTZ CFA PRESIDENT 1.00
Officer Director
$500 $0 $500
FALKO HOERNICKE PAST PRESIDENT 1.50
Officer Director
$0 $0 $0
SCOTT LAUDEMAN SECRETARY 1.50
Officer Director
$0 $0 $0
STEVEN WANG TREASURER 1.50
Officer Director
$0 $0 $0
LAURA CARNEY CEO 50.00
Officer
$196,667 $7,592 $204,259
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
2024 $1,047,572 $1,111,786 $2,794,196 $-64,214
2023 $859,965 $883,936 $2,567,993 $-23,971
2022 $1,138,757 $899,656 $2,220,674 $239,101
2021 $767,466 $625,449 $2,450,980 $142,017
2020 $983,219 $954,454 $2,128,381 $28,765
2019 $1,390,492 $1,292,905 $1,997,762 $97,587
2018 $1,166,526 $1,065,856 $1,973,611 $100,670
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