Cfa Society of Los Angeles Inc logo

Cfa Society of Los Angeles Inc

Foundation · Grantmaker Sherman Oaks, CA EIN: 95-6069970 Website

Cfa society los angeles promotes integrity, professional excellence and engagement among its members and within the community. We do this by providing educational, career development and networking opportunities.

Key facts about Cfa Society of Los Angeles Inc

In short: Cfa Society of Los Angeles Inc gave $20K across 2 grants in 2025 (avg $10K), mostly in California. Source: 2025 IRS Form 990.

EIN
95-6069970
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$20,000
Grants made (2025)
2
Average grant
$10,000
Median grant
$10,000
Total assets
$2,871,617
Primary geography
California (50% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$2.9M

+2.8% YoY

Annual Giving

$20K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

How Cfa Society of Los Angeles Inc gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Cfa Society of Los Angeles Inc

Based on IRS filings

Cfa Society of Los Angeles Inc is a nonprofit organization, based in Sherman Oaks, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $62K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2025 grant dollars.

Cities

Colorado SpringsTorrance

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants20190 grants20200 grants20212 grants20222 grants20232 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

California Council on Economic Education: $10KCalifornia Council on EconomicEducation$10KJunior Achievement USA: $10KJunior Achievement USA$10K

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CALIFORNIA COUNCIL ON ECONOMIC EDUCATION Torrance, CAFINANCIAL LITERACY INITIATIVES$10,000
JUNIOR ACHIEVEMENT USA Colorado Springs, COFINANCIAL LITERACY INITIATIVES$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2019202020212022202320242025
Metric202520242023
Total Assets$2,871,617$2,794,196$2,567,993
Revenue$1,078,535$1,047,572$859,965
Expenses$1,069,685$1,111,786$883,936
Qualifying Distributions———
Net Investment Income$62,498$58,924$44,686
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS July 15, 2020)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS July 11, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS July 2, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Cfa Society of Los Angeles Inc is led by Laura Carney, CEO since 2021 (on filings since 2019); 2 of 12 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Laura Carney

    CEO

    Executive Director → CEO, 2021

    On filings since 2019

    50 hrs/week

    $135K (2019) → $217K (2025)

  • Mariya Entina

    President

    Treasurer → Vice President, 2024

    Vice President → President, 2025

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Peter Stutz CFA

    Immediate Past President

    Vice President → President, 2024

    President → Immediate Past President, 2025

    On filings since 2020

    1.5 hrs/week

    $2K (2020) → $900 (2025)

  • Jeff Kuhlman

    Board Member

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Steven Wang

    Vice President

    Secretary → Treasurer, 2024

    Treasurer → Vice President, 2025

    On filings since 2022

    1.5 hrs/week

    No compensation reported

  • Dagney Maseda

    Treasurer

    Board Member → Treasurer, 2025

    On filings since 2023

    1.5 hrs/week

    No compensation reported

  • Geoff Schneider

    Board Member

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • James Fenkner

    Board Member

    On filings since 2024

    1 hr/week

    No compensation reported

  • Mary Machado Schammel

    Board Member

    On filings since 2024

    1 hr/week

    No compensation reported

  • Scott Laudeman

    Secretary

    On filings since 2024

    1.5 hrs/week

    No compensation reported

  • John Defonso

    Board Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Julia Bonafede

    Board Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (17)
  • Former: Falko Hoernicke (2021–2024) — Past President
  • Former: Priyanka Shukla (2022–2024) — Board Member
  • Former: Alicia Romo CFA (2019–2023) — Past President
  • Former: Mike Treidl (2020–2023) — Board Member
  • Former: Michael Koop CFA (2021–2023) — Board Member
  • Former: Zachary Ellison Cfa Caia (2021–2023) — Board Member
  • Former: James Lewis CFA (2020–2022) — Immediate Past President
  • Former: Alfredo Gomez Cfa Caia (2019–2021) — Treasurer
  • Former: Chen Song PhD CFA (2019–2021) — Board Member
  • Former: Eric Souders CFA (2019–2021) — Board Member
  • Former: Thomas N. Mahoney Cfa Caia (2019–2021) — Past President
  • Former: Akiko Hayata CFA (2019–2020) — Past President
  • Former: Andy Chong CFA (2019–2020) — Board Member
  • Former: Michael Tully CFA (2019–2020) — Board Member
  • Former: Dan Pomerantz CFA (2019) — Past President
  • Former: Jitendra Motwani CFA (2019) — Board Member
  • Former: Susan Drozdowski (2019) — Secretary

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Laura Carney — CEO: $217KLaura CarneyCEO$217KPeter Stutz Cfa — Immediate Past President: $900Peter Stutz CfaImmediate Past President$900

Frequently asked questions about Cfa Society of Los Angeles Inc

How much does Cfa Society of Los Angeles Inc give each year?

Cfa Society of Los Angeles Inc gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $20K across 2 grants.

How large is Cfa Society of Los Angeles Inc?

Cfa Society of Los Angeles Inc reported $2.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.1M.

Where does Cfa Society of Los Angeles Inc operate?

Cfa Society of Los Angeles Inc has awarded grants in California, Colorado.

What is Cfa Society of Los Angeles Inc's EIN?

Cfa Society of Los Angeles Inc's EIN (Employer Identification Number) is 95-6069970. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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