Nonprofit · EIN 94-3315268
CFA SOCIETY OF SACRAMENTO
Tax-exempt · SACRAMENTO, CA 95819
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $43,613 | $38,674 | $4,939 | $206,195 | – | $206,195 |
| August 31, 2024 | 990-EZ | $60,271 | $65,277 | -$5,006 | $201,256 | – | $201,256 |
| August 31, 2023 | 990-EZ | $52,116 | $47,670 | $4,446 | $206,262 | – | $206,262 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Program service revenue
- $43,597
- Investment income
- $16
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,500
- Other expenses
- $37,174
Balance sheet and other
- Total assets, start of year
- $201,256
- Total assets, end of year
- $206,195
- Total liabilities, end of year
- –
- Net assets, end of year
- $206,195
- Cash, savings and investments
- $203,925
- Gross receipts
- $43,613
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MCQUADE | President | 0 | $0 |
| RAFAEL GARCIA | Vice President | 0 | $0 |
| WILBUR CHAN | Treasurer | 0 | $0 |
990-EZ for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN LEDERER | Vice President | 0 | $0 |
| BRIAN MATHEW LEU | Secretary | 0 | $0 |
| CANDACE RONAN | President | 0 | $0 |
| WILBUR CHAN | Treasurer | 0 | $0 |
990-EZ for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN LEDERER | Vice President | 0 | $0 |
| BRIAN MATHEW LEU | Secretary | 0 | $0 |
| CANDACE RONAN | President | 0 | $0 |
| WILBUR CHAN | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 191205, SACRAMENTO, CA 95819-1205
- Signed the 990-EZ
- Wilbur Chan, Treasurer
- Phone
- (916) 648-3059
- Website
- www.cfass.org
- Return prepared by
- PSG Certified Public Accountants LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3315268 or by the name CFA SOCIETY OF SACRAMENTO.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.
Program accomplishments
- Conducted various continuing education courses, held academic networking events and granted scholarships.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 94-3315268
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $206,195
- Income (IRS master file)
- $43,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $43,613 | $38,674 | $206,195 | XML |
| 990-EZ | August 2024 | $60,271 | $65,277 | $201,256 | XML |
| 990-EZ | August 2023 | $52,116 | $47,670 | $206,262 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | IRS |
| 990-EZ | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3315268).
Questions about CFA SOCIETY OF SACRAMENTO
- What is the EIN of CFA SOCIETY OF SACRAMENTO?
- The employer identification number (EIN) of CFA SOCIETY OF SACRAMENTO is 94-3315268.
- Is CFA SOCIETY OF SACRAMENTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1999.
- Are donations to CFA SOCIETY OF SACRAMENTO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF SACRAMENTO file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CFA SOCIETY OF SACRAMENTO due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF SACRAMENTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who are the officers and directors of CFA SOCIETY OF SACRAMENTO?
- The 990-EZ for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF SACRAMENTO have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $43,613, expenses of $38,674 and total assets of $206,195 at year end.
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All nonprofits in SACRAMENTO · California · Community improvement and capacity building