CFA Society of Los Angeles Inc
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.
CFA Society of Los Angeles Inc at a glance
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.
- Annual giving (2025)
- $20,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $10,000
- +0.0% vs 2024
- Median grant
- $10,000
- Total assets
- $2,871,617
- +2.8% vs 2024
- Primary geography
- California (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who CFA Society of Los Angeles Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was California Council on Economic Education ($10K). Together the top 2 received $20K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $20K (2022) to $20K (2025). In 2025 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California Council on Economic Education Torrance, CA | Financial Literacy Initiatives | $10,000 |
| Junior Achievement USA Colorado Springs, CO | Financial Literacy Initiatives | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,871,617 | $1,078,535 | $1,069,685 | $20,000 | 2 | $62,498 |
| 2024 | $2,794,196 | $1,047,572 | $1,111,786 | $20,000 | 2 | $58,924 |
| 2023 | $2,567,993 | $859,965 | $883,936 | $20,000 | 2 | $44,686 |
| 2022 | $2,220,674 | $1,138,757 | $899,656 | $20,000 | 2 | $249,845 |
| 2021 | $2,450,980 | $767,466 | $625,449 | — | — | $27,089 |
| 2020 | $2,128,381 | $983,219 | $954,454 | — | — | $30,931 |
| 2019 | $1,997,762 | $1,390,492 | $1,292,905 | — | — | $39,835 |
About CFA Society of Los Angeles Inc
Based on IRS filings
CFA Society of Los Angeles Inc is a public charity, 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.
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
The highest reported compensation on the 2025 filing was $217K, to Laura Carney (CEO). 2 officers or directors reported compensation on that filing.
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.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 2, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 15, 2026)
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