Cfa Society Of Los Angeles Incorporated
Organization summary
Type of Nonprofit
Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $1.05M (2024)
 Expenses $1.11M (2024)
 Total Assets $2.79M (2024)
 Total Liabilities $853k (2024)
 Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
    Fiscal Year Ending Aug.
    2024
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $988,648 | 
          
    94.4%
 
     | 
| Investment Income | $58,924 | 
          
    5.6%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $208,225 | 
          
    18.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $183,635 | 
          
    16.5%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,794,196 | |
| Total Liabilities | $853,148 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Ceo) | $196,667 | $0 | $7,592 | 
| Peter Stutz Cfa (President) | $500 | $0 | $0 | 
| Geoff Schneider (Board Member) | $0 | $0 | $0 | 
Document Links
990
Filed on July 2, 2025Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $815,279 | 
          
    94.8%
 
     | 
| Investment Income | $48,577 | 
          
    5.6%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$3,891 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $192,409 | 
          
    21.8%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $126,032 | 
          
    14.3%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,567,993 | |
| Total Liabilities | $746,954 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Ceo) | $181,667 | $0 | $7,267 | 
| Michael Koop Cfa (Board Member) | $0 | $0 | $0 | 
| Zachary Ellison Cfa Caia (Board Member) | $0 | $0 | $0 | 
Document Links
990
Filed on July 11, 2024Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $888,912 | 
          
    78.1%
 
     | 
| Investment Income | $34,246 | 
          
    3.0%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $215,599 | 
          
    18.9%
 
     | 
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $182,372 | 
          
    20.3%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $98,500 | 
          
    10.9%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,220,674 | |
| Total Liabilities | $422,878 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Ceo) | $171,667 | $0 | $6,867 | 
| Alicia Romo Cfa (President) | $0 | $0 | $0 | 
| James Lewis Cfa (Immediate Past President) | $0 | $0 | $0 | 
Document Links
990
Filed on July 17, 2023Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $740,377 | 
          
    96.5%
 
     | 
| Investment Income | $27,089 | 
          
    3.5%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $160,050 | 
          
    25.6%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $131,102 | 
          
    21.0%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,450,980 | |
| Total Liabilities | $415,837 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Ceo) | $166,667 | $0 | $6,667 | 
| Eric Souders Cfa (Board Member) | $2,900 | $0 | $0 | 
| Peter Stutz Cfa (Board Member) | $1,500 | $0 | $0 | 
Document Links
990
Filed on July 14, 2022Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $942,463 | 
          
    95.9%
 
     | 
| Investment Income | $32,693 | 
          
    3.3%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $9,825 | 
          
    1.0%
 
     | 
| Net Fundraising | $0 | |
| Sales of Assets | -$1,762 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $159,846 | 
          
    16.7%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $194,479 | 
          
    20.4%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,128,381 | |
| Total Liabilities | $415,210 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Executive Director) | $147,654 | $0 | $7,265 | 
| Eric Souders Cfa (Board Member) | $4,106 | $0 | $0 | 
| Peter Stutz Cfa (Board Member) | $1,680 | $0 | $0 | 
Document Links
990
Filed on July 15, 2021Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,330,765 | 
          
    95.7%
 
     | 
| Investment Income | $39,835 | 
          
    2.9%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $19,892 | 
          
    1.4%
 
     | 
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $115,586 | 
          
    8.9%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $186,435 | 
          
    14.4%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,997,762 | |
| Total Liabilities | $417,412 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Executive Director) | $134,667 | $0 | $5,256 | 
| Dan Pomerantz Cfa (Past President) | $2,850 | $0 | $0 | 
| Alfredo Gomez Cfa Caia (Board Member) | $1,400 | $0 | $0 | 
Document Links
990
Filed on July 15, 2020Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,102,216 | 
          
    94.5%
 
     | 
| Investment Income | $29,239 | 
          
    2.5%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $17,166 | 
          
    1.5%
 
     | 
| Net Fundraising | $0 | |
| Sales of Assets | $17,905 | 
          
    1.5%
 
     | 
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $154,103 | 
          
    14.5%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $118,656 | 
          
    11.1%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,973,611 | |
| Total Liabilities | $521,379 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Executive Director) | $129,263 | $0 | $5,171 | 
| Dan Pomerantz Cfa (President) | $2,850 | $0 | $0 | 
| Nathaniel Downes Cfa (Past President) | $0 | $0 | $0 | 
Document Links
990
Filed on July 15, 2019Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,137,692 | 
          
    98.0%
 
     | 
| Investment Income | $23,599 | 
          
    2.0%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $1,800 | 
          
    0.2%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $276,765 | 
          
    24.7%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,786,471 | |
| Total Liabilities | $238,163 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Exective Director) | $122,210 | $0 | $0 | 
| Dan Pomerantz Cfa (Vice President) | $900 | $0 | $0 | 
| Rama Malladi Cfa (Past President) | $900 | $0 | $0 | 
Document Links
990
Filed on April 3, 2018Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,090,888 | 
          
    97.7%
 
     | 
| Investment Income | $25,713 | 
          
    2.3%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $5,400 | 
          
    0.6%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $273,381 | 
          
    28.5%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,666,685 | |
| Total Liabilities | $211,686 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Executive Director) | $121,849 | $0 | $0 | 
| Dan Pomerantz Cfa (Secretary) | $2,700 | $0 | $0 | 
| Rama Malladi Cfa (President) | $2,700 | $0 | $0 | 
Document Links
990
Filed on July 6, 2017Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $972,879 | 
          
    97.6%
 
     | 
| Investment Income | $30,793 | 
          
    3.1%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$6,473 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $7,593 | 
          
    0.8%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $254,602 | 
          
    28.3%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,452,415 | |
| Total Liabilities | $215,739 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Laura Carney (Executive Director) | $102,988 | $0 | $0 | 
| Rama Malladi Cfa (Vice President) | $4,293 | $0 | $0 | 
| Dan Pomerantz Cfa (Treasurer) | $2,700 | $0 | $0 | 
Document Links
990
Filed on July 5, 2016Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $959,773 | 
          
    97.5%
 
     | 
| Investment Income | $24,680 | 
          
    2.5%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $8,773 | 
          
    1.0%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $194,338 | 
          
    21.3%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,322,889 | |
| Total Liabilities | $139,479 | 
Compensation
| Key Employees and Officers | Compensation | Related | Other | 
|---|---|---|---|
| Rama Malladi Cfa (Treasurer) | $2,850 | $0 | $0 | 
| Dan Pomerantz Cfa (Board Member) | $2,700 | $0 | $0 | 
| Roger Gewecke Jr Cfa (Past President) | $2,023 | $0 | $0 | 
Document Links
990
Filed on March 20, 2015Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,007,921 | 
          
    97.6%
 
     | 
| Investment Income | $23,046 | 
          
    2.2%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $2,076 | 
          
    0.2%
 
     | 
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $13,601 | 
          
    1.6%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $188,449 | 
          
    21.8%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,171,244 | |
| Total Liabilities | $159,499 | 
Document Links
990
Filed on July 2, 2014Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $952,480 | 
          
    98.1%
 
     | 
| Investment Income | $9,231 | 
          
    1.0%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $9,484 | 
          
    1.0%
 
     | 
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $7,576 | 
          
    0.9%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $179,607 | 
          
    22.2%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $986,265 | |
| Total Liabilities | $160,655 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2011
  
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $942,102 | 
          
    99.9%
 
     | 
| Investment Income | $8,394 | 
          
    0.9%
 
     | 
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$7,220 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $9,874 | 
          
    1.2%
 
     | 
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $190,087 | 
          
    23.5%
 
     | 
| Assets/Debt | ||
|---|---|---|
| Total Assets | $818,240 | |
| Total Liabilities | $173,418 | 
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-EZ
Short form tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2007
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2006
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
    Fiscal Year Ending Aug.
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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