CFA SOCIETY SAN FRANCISCOPub 78
Pub 78
AI Summary
CFA Society San Francisco is a California-based nonprofit organization dedicated to promoting high standards of competence and ethics in the finance and investment industry, primarily through the Chartered Financial Analyst (CFA) designation. With an operating budget of $891,000 and total revenue of $770.3 million for the filing year 2025, the organization supports its mission by providing professional development resources, thought leadership, and mentoring opportunities. Notably, it does not rely on a single funder for more than 50% of its revenue, ensuring a diverse funding base to further its educational initiatives.
Mission Statement
CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA MEMBERSHIP-BASED NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION. CFA SOCIETY OF SAN FRANCISCO SUPPORTS THE EVOLVING NEEDS OF THE FINANCE AND INVESTMENT INDUSTRY BY OFFERING HIGH-IMPACT PROGRAMMING, PROFESSIONAL DEVELOPMENT RESOURCES, AND ACCESS TO THOUGHT LEADERSHIP AT THE INTERSECTION OF MARKETS AND TECHNOLOGY. FROM HOSTING EXPERT PANELS AND FLAGSHIP EVENTS TO MENTORING EMERGING TALENT AND ENGAGING WITH ACADEMIC INSTITUTIONS, WE EQUIP OUR MEMBERS AND THE BROADER FINANCIAL COMMUNITY WITH THE TOOLS, INSIGHTS, AND RELATIONSHIPS NEEDED TO LEAD WITH INTEGRITY AND STAY AHEAD IN A RAPIDLY CHANGING ENVIRONMENT.
Cause Areas
1
Education
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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Funder
Total Funding
Funding Share
CFA INSTITUTE
Charlottesville, VA, US
$2.2M
4%
Frequently Asked Questions
What is CFA SOCIETY SAN FRANCISCO’s budget?
In 2025, CFA SOCIETY SAN FRANCISCO reported an annual operating budget of around $891 thousand. More detailed financial information is available to registered users.
What causes does CFA SOCIETY SAN FRANCISCO support?
CFA SOCIETY SAN FRANCISCO supports work in Education.
Where does CFA SOCIETY SAN FRANCISCO operate?
CFA SOCIETY SAN FRANCISCO is headquartered in San Francisco, CA.
Who funded CFA SOCIETY SAN FRANCISCO recently?
In 2024, CFA SOCIETY SAN FRANCISCO received grants from CFA INSTITUTE, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA SOCIETY SAN FRANCISCO received in 2024?
The largest grant to CFA SOCIETY SAN FRANCISCO in 2024 exceeds $166 thousand.