2024-09-23T11:19:10-04:00 2024-06-30 861112106 GARY IRVIN 19125 NORTHCREEK PARKWAY SUITE 120 BOTHELL WA 980118000 990 2023-07-01 911164972 CFA SOCIETY OF SEATTLE CFAS 3606200790 PO BOX 8388 COVINGTON WA 98042 ALEC STAIS PRESIDENT 3606200790 2024-09-19 true GARY IRVIN P00027415 4252861100 2024-09-19 X 2023 2024-08-08 14:25:15Z ALEC STAIS PO BOX 8388 COVINGTON WA 98042 380668 false X WWW.CFASEATTLE.ORG X 1976 WA THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. 10 10 0 20 0 161590 213940 129506 151771 12012 14957 0 303108 380668 0 0 61200 81000 0 0 227901 302292 289101 383292 14007 -2624 570568 567944 0 570568 567944 X THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. false false THE ORGANIZATION CONDUCTS HIGH QUALITY PROGRAMS AND DISSEMINATES INFORMATION AND IDEAS RELATING TO INVESTMENTS (TOPICAL PROGRAMS, ACCOUNTING & ECONOMIC SEMINARS,AND CONTINUTING EDUCATION CLASSES). PRESENTATIONS ARE MADE BY THE MANAGEMENT OF MAJOR CORPORATIONS TO MEMBERS AND THEIR GUESTS. OVER 20 LOCAL EVENTS AND PROGRAMS ARE HOSTED DURING THE YEAR. THE ORGANIZATION ALSO PROVIDES JOB PLACEMENT LISTINGS AND MAKES CFA INSTITUTE PUBLICATIONS AVAILABLE TO ITS MEMBERS. ADDITIONALLY, THE ORGNIZATION OFFERS PREPARATORY EDUCATION PROGRAMS (CFA STUDY PROGRAMS) CONDUCTED FOR CANDIDATES ENROLLED IN THE CHARTERED FINANCIAL ANALYST PROGRAM. false true false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 2 0 0 false false false false false false false false X 10 10 false true false false true true false true false false false false false false false true false false X PAM WEBB 3606200790 PO BOX 8388 COVINGTON WA 98042 ALEC STAIS PRESIDENT 2.50 X X 0 0 0 OLGA BYSTROVA VICE PRESIDE 1.00 X X 0 0 0 LAURA FOSTER SECRETARY 1.00 X X 0 0 0 GARRETT GRIGAS TREASURER 1.00 X X 0 0 0 SHERRIE TRECKER PAST PRESIDE 1.00 X 0 0 0 HAYDEN WIECK DIRECTOR 1.00 X 0 0 0 NICK HAILEY DIRECTOR 1.00 X 0 0 0 GLORAH BOUR DIRECTOR 1.00 X 0 0 0 DAVID SIMPSON DIRECTOR 1.00 X 0 0 0 DAVID LEWIS DIRECTOR 1.00 X 0 0 0 PAM WEBB EXEC. ADMINI 40.00 X 81000 0 0 81000 false false false 130891 83049 213940 ANNUAL FORECAST DINNER REVENU 109612 109612 GOLF SOCIAL 15369 15369 SOCIALS 12690 12690 JOB REVENUE BOARD 6865 6865 ESG REVENUE SHARE 3265 3265 3970 3970 151771 14957 14957 380668 166728 X 81000 1164 FORECAST DINNER EXPENSES 139118 SOCIALS 31760 BOARD GOVERNANCE 28992 NEW CHARTER-HOLIDAY PARTY 28431 72827 383292 0 0 0 48532 30950 25477 25487 1850 1850 1850 494709 509657 570568 567944 0 0 X 570568 567944 570568 567944 570568 567944 -2624 X false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 1850 1850 1850 FORM 990 - ORGANIZATION'S MISSION THE CFA SOCIETY OF SEATTLE PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE INVESTMENT ADVISORY INDUSTRY, ENCOURAGES PROFESSIONAL DEVELOPMENT THROUGH THE CFA PROGRAM, AND FACILITATES THE OPEN EXCHANGE OF INFORMATION AND OPINIONS. FORM 990, PAGE 6, PART VI, LINE 3 THE MANAGEMENT DUTIES/DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. HOWEVER, THE DAILY/MONTHLY BOOKKEEPING IS OUTSOURCED TO A CONTRACT BOOKKEEPER. FORM 990, PAGE 6, PART VI, LINE 6 THE TAX EXEMPT ORGANIZATION IS A PROFESSIONAL ORGANIZATION. MEMBERS MUST PASS CERTIFICATION TESTS AND MEET OTHER SELECTION CRITERION BEFORE THEY CAN APPLY AND BE ADMITTED TO MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS (GOVERNING BODY). FORM 990, PAGE 6, PART VI, LINE 8B THE MINUTES OF ALL BOARD OF DIRECTOR MEETINGS ARE DOCUMENTED IN WRITING. NO MINUTES ARE ROUTINELY PREPARED FOR COMMITTEE MEETINGS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS GIVEN TO THE PRESIDENT AND/OR TREASURER TO REVIEW BEFORE IT IS FILED. THE PRESIDENT AND/OR TREASURER DISCUSSES ANY PERITENT MATTERS/ISSUES WITH THE BOARD BEFORE MAILING OUT THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF THIS ORGANIZATION'S PRESIDENT AND PERSONS FROM THE NATIONAL CFA INSTITUTE AND/OR VARIOUS OTHER LOCAL CFA SOCIETY PRESIDENTS FROM OTHER REGIONS OF THE UNITED STATES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S IRS FORM 990 AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AND/OR MEMBERS UPON REQUEST. FORM 990, PART IX, LINE 24E GOLF SOCIAL 21,710 0 0 EDUCATION, LUNCHES& OTHER 17,503 0 0 CFAI SLC CONFERENCE 11,870 0 0 RESEARCH CHALLENGE 6,288 0 0 MERCHANT CHARGES 4,380 0 0 ETHICS CHALLENGE 3,440 0 0 MENTOR PROGRAM 3,266 0 0 WEBSITE EXPENSES 2,465 0 0 TELECOMMUNICATIONS 688 0 0 SUPPLIES 556 0 0 ACCOUNTING & AUDIT FEES 482 0 0 PRINTING 148 0 0 SECRETARY OF STATE 20 0 0 BANK CHARGES 11 0 0 TOTAL 72,827 0 0 CFA INSTITUTE 915 E HIGH ST CHARLOTTESVILLE VA 22902 541386480 CERTIFICAT VA 501C6 N/A false false false true false false false false false false false false false false false false false true false false CFA INSTITUTE Q 83049 BOARD DETERMINATION