Nonprofit · EIN 95-6069970
CFA SOCIETY OF LOS ANGELES INCORPORATED
Tax-exempt · SHERMAN OAKS, CA 91423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,078,535 | $1,069,685 | $8,850 | $2,871,617 | $802,992 | $2,068,625 |
| August 31, 2024 | 990 | $1,047,572 | $1,111,786 | -$64,214 | $2,794,196 | $853,148 | $1,941,048 |
| August 31, 2023 | 990 | $859,965 | $883,936 | -$23,971 | $2,567,993 | $746,954 | $1,821,039 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,016,037
- Investment income
- $62,498
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $225,713
- Other salaries and wages
- $139,140
- Salaries, compensation and benefits (total)
- $392,160
- Professional fundraising fees
- $0
- Accounting fees
- $40,651
- Occupancy
- $49,422
- Depreciation
- $2,782
Balance sheet and other
- Total assets, start of year
- $2,794,196
- Total assets, end of year
- $2,871,617
- Total liabilities, end of year
- $802,992
- Net assets, end of year
- $2,068,625
- Land, buildings and equipment
- $5,699
- Net assets without donor restrictions
- $2,068,625
- Gross receipts
- $1,078,535
- Employees
- 6
- Volunteers
- 150
- Year formed
- 1931
- State of legal domicile
- CA
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 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA CARNEY | CEO Officer | 50 | $216,667 | $8,667 |
| PETER STUTZ CFA | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1.5 | $900 | $0 |
| GEOFF SCHNEIDER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JEFF KUHLMAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JOHN DEFONSO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES FENKNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY MACHADO SCHAMMEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIA BONAFEDE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIYA ENTINA | PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| STEVEN WANG | VP Trustee or director, Officer | 1.5 | $0 | $0 |
| SCOTT LAUDEMAN | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| DAGNEY MASEDA | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
990 for the year ended August 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA CARNEY | CEO Officer | 50 | $196,667 | $7,592 |
| PETER STUTZ CFA | PRESIDENT Trustee or director, Officer | 1 | $500 | $0 |
| GEOFF SCHNEIDER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JEFF KUHLMAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JAMES FENKNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY MACHADO SCHAMMEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAGNEY MASEDA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PRIYANKA SHUKLA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARIYA ENTINA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| FALKO HOERNICKE | PAST PRESIDENT Trustee or director, Officer | 1.5 | $0 | $0 |
| SCOTT LAUDEMAN | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| STEVEN WANG | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
990 for the year ended August 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA CARNEY | CEO Officer | 50 | $181,667 | $7,267 |
| MICHAEL KOOP CFA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZACHARY ELLISON CFA CAIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE TREIDL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PRIYANKA SHUKLA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF KUHLMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAGNEY MASEDA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALICIA ROMO CFA | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| FALKO HOERNICKE CFA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PETER STUTZ CFA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARIA ENTINA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN WANG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 13400 RIVERSIDE DRIVE 215, SHERMAN OAKS, CA 91423-2500
- Principal officer (990 for 2024)
- LAURA CARNEY, 13400 RIVERSIDE DRIVE 215, SHERMAN OAKS, CA 91423
- Signed the 990
- DAGNEY MASEDA, TREASURER
- Phone
- (213) 613-1503
- Website
- WWW.CFALA.ORG
- Return prepared by
- WEAVER AND TIDWELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6069970 or by the name CFA SOCIETY OF LOS ANGELES INCORPORATED.
- 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
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 95-6069970
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,871,617
- Income (IRS master file)
- $1,078,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,078,535 | $1,069,685 | $2,871,617 | XML |
| 990 | August 2024 | $1,047,572 | $1,111,786 | $2,794,196 | XML |
| 990 | August 2023 | $859,965 | $883,936 | $2,567,993 | XML |
| 990 | August 2022 | $1,138,757 | $899,656 | $2,220,674 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | 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 95-6069970).
Questions about CFA SOCIETY OF LOS ANGELES INCORPORATED
- What is the EIN of CFA SOCIETY OF LOS ANGELES INCORPORATED?
- The employer identification number (EIN) of CFA SOCIETY OF LOS ANGELES INCORPORATED is 95-6069970.
- Is CFA SOCIETY OF LOS ANGELES INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to CFA SOCIETY OF LOS ANGELES INCORPORATED tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF LOS ANGELES INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF LOS ANGELES INCORPORATED 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 LOS ANGELES INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CFA SOCIETY OF LOS ANGELES INCORPORATED?
- The 990 for the year ended August 31, 2025 names LAURA CARNEY.
- Who are the officers and directors of CFA SOCIETY OF LOS ANGELES INCORPORATED?
- The 990 for the year ended August 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $216,667 (LAURA CARNEY, CEO).
- How much revenue does CFA SOCIETY OF LOS ANGELES INCORPORATED have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,078,535, expenses of $1,069,685 and total assets of $2,871,617 at year end.
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