NonprofitsCfa Society Of Seattle

Cfa Society Of Seattle

COVINGTON, WA

Total revenue

$380K

Total expenses

$330K

Net assets

$618K

Grants received

$461K

5 grants

EIN

911164972

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants$215K
Program service revenue$143K
Investment income$21K
Other revenue
Total revenue$380K

Expenses

Grants paid
Salaries & benefits$90K
Fundraising
Other expenses$240K
Total expenses$330K
Total assets$618K
Net assets$618K

People

11 listed

NameRoleCompensation

PAM WEBB

EXEC. ADMINI

Board

$90K

40 hrs/wk

GARRETT GRIGAS

VICE PRESIDE

Board

1 hrs/wk

LAURA FOSTER

SECRETARY

Board

1 hrs/wk

MONIKA AGARWAL

TREASURER

Board

1 hrs/wk

ALEC STAIS

PAST PRESIDE

Board

1 hrs/wk

OLGA BYSTROVA

PRESIDENT

Board

2.5 hrs/wk

GIORAH BOUR

DIRECTOR

Board

1 hrs/wk

DAVID SIMPSON

DIRECTOR

Board

1 hrs/wk

JASON KRONSTAD

DIRECTOR

Board

1 hrs/wk

RAMIRO HIGUERA

DIRECTOR

Board

1 hrs/wk

HAYDEN WIECK

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$97K
GEN SUPPORT
2023
$66K
GEN SUPPORT
2022
$103K
GEN SUPPORT
2021
$91K
GEN SUPPORT
2020
$105K
GEN SUPPORT
2019

Funded by

$461K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$461K · 5 grants · 2019–2023

Details

EIN911164972
Subsection06
Ruling date1982-03
Formed1976
Employees0
Volunteers20
CFA SOCIETY OF SEATTLE — Mission, Financials & Grants Received | Grantivo