CFA SOCIETY OF SACRAMENTO
Data sourced from IRS 990 public filings
CFA SOCIETY OF SACRAMENTO The purpose of the society is to advance the professional development, promote ethics, and maintain an active continuing education program for its members.
Local (City/County Level)
Education & Awareness
General Population
Community & Economic Development
Free Market/Pro-Business
Annual Revenue
$60,271
Known Funders
3
Grants Received
4
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $60,271 | $65,277 | $201,256 |
| 2009 | $47,079 | $32,966 | $22,342 |
Top Funders
CFA INSTITUTE
CHARLOTTESVILLE, VA
$37,941 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$19,497 (2022)
Setzer Foundation
Sacramento, CA
$1,500 (2021)
HOLLINGSWORTH LOGISTICS GROUP FOUNDATION
DEARBORN, MI
$1,500 (2022)
Key Personnel
From 2023 IRS 990 filing
J
JONATHAN LEDERER
Vice President
B
BRIAN MATHEW LEU
Secretary
C
CANDACE RONAN
President
W
WILBUR CHAN
Treasurer
Frequently Asked Questions
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