CFA Society of Seattle's network
11 people5 organisationsi11 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alec Stais | Past Preside | 2024 | 2 yrs |
| David Simpson | Director | 2024 | 2 yrs |
| Garrett Grigas | Vice Preside | 2024 | 2 yrs |
| Giorah Bour | Director | 2023 | 3 yrs |
| Hayden Wieck | Director | 2023 | 3 yrs |
| Jason Kronstad | Director | 2025 | 1 yr |
| Laura Foster | Company secretary | 2023 | 3 yrs |
| Monika Agarwal | Treasurer | 2025 | 1 yr |
| Olga Bystrova | President | 2019 | 7 yrs |
| PAM Webb | Exec. Admini | 2023 | 3 yrs |
| Ramiro Higuera | Director | 2025 | 1 yr |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Pam Webb | Exec. Admini | 40 | $90k | ||
| Olga Bystrova | President | 2.5 | $0 | ||
| Garrett Grigas | Vice Preside | 1 | $0 | ||
| Laura Foster | Secretary | 1 | $0 | ||
| Monika Agarwal | Treasurer | 1 | $0 | ||
| Alec Stais | Past Preside | 1 | $0 | ||
| Hayden Wieck | Director | 1 | $0 | ||
| Giorah Bour | Director | 1 | $0 | ||
| David Simpson | Director | 1 | $0 | ||
| Jason Kronstad | Director | 1 | $0 | ||
| Ramiro Higuera | Director | 1 | $0 |
About
- Legal name
- Cfa Society of Seattle
- EIN
- 911164972
- Address
- Po Box 8388, Covington, WA, 98042-0051
- State
- Washington
- 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. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 5 (IRS master file code)
- Formed
- 1976
- Principal officer
- Olga Bystrova (as named on the Form 990)
- IRS ruling date
- 1 March 1982
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsOlga Bystrova
≥3years on the filingsGiorah Bour
≥3years on the filingsHayden Wieck
≥3years on the filingsLaura Foster
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $618k
- Total liabilities
- $0
- Net assets or fund balances
- $618k
- Contributions and grants received
- $215k
- Program service revenue
- $143k
- Employees
- 0
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $380k | $330k | $50k |
As filed on the IRS Form 990. US dollars.