SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
CFA SOCIETY OF SEATTLE
 
Employer identification number

91-1164972
Return Reference Explanation
FORM 990 - ORGANIZATION'S 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.
FORM 990, PAGE 6, PART VI, LINE 3 THE MANAGEMENT DUTIES/DECISIONS ARE MADE BY THE BOARD OF DIRECTORS. HOWEVER, THE DAILY/MONTHLY BOOKKEEPING IS OUTSOURCED TO A CONTRACT BOOKKEEPER.
FORM 990, PAGE 6, PART VI, LINE 6 THE TAX EXEMPT ORGANIZATION IS A PROFESSIONAL ORGANIZATION. MEMBERS MUST PASS CERTIFICATION TESTS AND MEET OTHER SELECTION CRITERION BEFORE THEY CAN APPLY AND BE ADMITTED TO MEMBERSHIP.
FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS (GOVERNING BODY).
FORM 990, PAGE 6, PART VI, LINE 8B THE MINUTES OF ALL BOARD OF DIRECTOR MEETINGS ARE DOCUMENTED IN WRITING. NO MINUTES ARE ROUTINELY PREPARED FOR COMMITTEE MEETINGS.
FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS GIVEN TO THE PRESIDENT AND/OR TREASURER TO REVIEW BEFORE IT IS FILED. THE PRESIDENT AND/OR TREASURER DISCUSSES ANY PERITENT MATTERS/ISSUES WITH THE BOARD BEFORE MAILING OUT THE FORM 990.
FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF THIS ORGANIZATION'S PRESIDENT AND PERSONS FROM THE NATIONAL CFA INSTITUTE AND/OR VARIOUS OTHER LOCAL CFA SOCIETY PRESIDENTS FROM OTHER REGIONS OF THE UNITED STATES.
FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S IRS FORM 990 AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AND/OR MEMBERS UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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