2026-07-15T16:32:07-05:00 2025-08-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-09-01 956069970 CFA SOCIETY OF LOS ANGELES INC CFAS 2136131503 13400 RIVERSIDE DRIVE 215 SHERMAN OAKS CA 91423 DAGNEY MASEDA TREASURER 2136131503 2026-07-13 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z LAURA CARNEY 13400 RIVERSIDE DRIVE 215 SHERMAN OAKS CA 91423 1078535 0 X WWW.CFALA.ORG X 1931 CA 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. 11 11 6 150 0 0 0 0 988648 1016037 58924 62498 0 0 1047572 1078535 20000 20000 0 0 424266 392160 0 0 0 667520 657525 1111786 1069685 -64214 8850 2794196 2871617 853148 802992 1941048 2068625 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. 0 0 CFA SOCIETY LOS ANGELES OFFERS NETWORKING AND EDUCATIONAL AND CAREER DEVELOPMENT PRESENTATIONS THAT ARE HOSTED OR FOR A FEE BOTH VIRTUALLY AND IN-PERSON. THEY ARE HELD REGULARLY TO FOSTER ETHICAL STANDARDS AND TO EDUCATE AND DEVELOP THE PROFESSIONAL SKILLS OF SOCIETY MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X LAURA CARNEY 2136131503 13400 RIVERSIDE DRIVE SUITE 215 SHERMAN OAKS CA 91423 GEOFF SCHNEIDER BOARD MEMBER 1.50 X 0 0 0 JEFF KUHLMAN BOARD MEMBER 1.50 X 0 0 0 JOHN DEFONSO BOARD MEMBER 1.00 X 0 0 0 JAMES FENKNER BOARD MEMBER 1.00 X 0 0 0 MARY MACHADO SCHAMMEL BOARD MEMBER 1.00 X 0 0 0 JULIA BONAFEDE BOARD MEMBER 1.00 X 0 0 0 MARIYA ENTINA PRESIDENT 1.50 X X 0 0 0 STEVEN WANG VP 1.50 X X 0 0 0 SCOTT LAUDEMAN SECRETARY 1.50 X X 0 0 0 DAGNEY MASEDA TREASURER 1.50 X X 0 0 0 PETER STUTZ CFA IMMEDIATE PAST PRESIDENT 1.50 X X 900 0 0 LAURA CARNEY CEO 50.00 X 216667 0 8667 217567 0 8667 1 0 1 0 0 MEMBERSHIP DUES 611430 408621 408621 CFALA PROGRAMMING 561000 196044 196044 ANNUAL EVENTS 611430 192327 192327 CFALA INSTITUTE REIMBU 611430 130626 130626 COMMITTEES 561000 61930 61930 26489 26489 1016037 62498 62498 1078535 1016037 0 62498 20000 225713 139140 2160 25147 40651 16698 3844 51641 49422 162792 2782 11503 PROGRAMMING 184955 CAREER DEVELOPMENT 89537 BANK FEES AND FINANCE C 17886 BOARD ACTIVITIES 11714 14100 1069685 545394 482786 5636 8596 28897 26184 34325 28626 8481 5699 2032009 2212752 173779 135600 2794196 2871617 289654 295175 385203 364718 178291 143099 853148 802992 X 1941048 2068625 1941048 2068625 2794196 2871617 8850 118727 0 X X 0 1 X 1 0 0 1 0 34325 28626 5699 5699 VANGUARD FEDERAL MONEY MARKETFD 232791 C VANGUARD MUTUAL FUNDS 1979961 C 2212752 SOCIAL SECUIRTY PAYABLE 4208 LEASE LIABILITY 138891 143099 X 1197262 118727 118727 1078535 0 1078535 1069685 0 1069685 0 1069685 PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS ALSO EXEMPT FROM CALIFORNIA STATE INCOME TAXES. THE SOCIETY FOLLOWS THE GUIDANCE OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION RELATED TO UNCERTAIN TAX POSITIONS. MANAGEMENT EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT THE SOCIETY HAD NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AT AUGUST 31, 2025. THE SOCIETY RECOGNIZES INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN THE STATEMENT OF ACTIVITIES AS INTEREST EXPENSE AND GENERAL AND ADMINISTRATIVE EXPENSE, RESPECTIVELY. NO PENALTIES OR INTEREST WERE RECORDED DURING YEAR ENDED AUGUST 31, 2025. 0 CALIFORNIA COUNCIL ON ECONOMIC EDUCATION 23430 HAWTHORNE BLVD SUITE 280 TORRANCE CA 90505 330237320 501(C)(3) 10000 0 FINANCIAL LITERACY INITIATIVES JUNIOR ACHIEVEMENT USA 12320 ORACLE BLVD SUITE 325 COLORADO SPRINGS CO 80921 841267604 501(C)(3) 10000 0 FINANCIAL LITERACY INITIATIVES 2 X X X 0 0 0 LAURA CARNEY CEO 176667 0 40000 0 0 0 8667 0 0 0 225334 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS DO NOT RECEIVE SHARE OF THE EXCESS PROFITS OR DUES. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS ARE SELECTED BY SOCIETY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B REMOVAL OF A DIRECTOR WITHOUT CAUSE SHALL BE APPROVED BY A MAJORITY OF THE REGULAR MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMISSION, FINANCE COMMITTEE, CEO AND TREASURER TYPICALLY REVIEW THE 990 ON BEHALF OF THE BOARD AND THEN REPORT BACK TO THE BOARD. DIGITAL COPIES ARE KEPT. BOARD MEMBERS CAN REQUEST TO VIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF GOVERNORS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM WHERE THEY DISCLOSE ANY POTENTIAL CONFLICTS . FORM 990, PART VI, SECTION B, LINE 15A THE HR COMMITTEE REVIEWS STAFF COMPANESATION AT OTHER SOCIETIES OF A SIMILAR SIZE, GIVES AN ORAL REVIEW TO THE CEO EACH MARCH AND A WRITTEN REVIEW EACH SEPTEMBER. IT IS IN SEPTEMBER THAT CURRENT FISCAL YEAR COMPENSATION IS DETERMINED AND A BONUS BASE ON COMPLETION OF GOALS FROM THE PREVIOUS YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY REQUEST FROM THE ORGANIZATION. FORM 990, PART XII, LINE 2C: NO CHANGE TO THE AUDIT PROCEDURES HAS OCCURRED SINCE THE PRIOR YEAR RETURN WAS FILED.