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US nonprofit · EIN 956069970 · Sherman Oaks, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 956069970)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

CFA Society of LOS Angeles Incorporated

Revenue
$1.1m
year to 31 August 2025
Expenses
$1.1m
year to 31 August 2025
Total assets
$2.9m
$803k liabilities
Net assets
$2.1m
assets less liabilities
Directors and trustees
11
3.9 years on average
Staff
6
150 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
How am I connected?

CFA Society of LOS Angeles Incorporated's network

11 peoplei11 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

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.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 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Dagney MasedaBoard Member2023
3 yrs
Falko Hoernicke CFA (also filed as Falko Hoernicke)Past President2021
5 yrs
Geoff SchneiderBoard Member2024
2 yrs
James FenknerBoard Member2024
2 yrs
Jeff Kuhlman CFA (also filed as Jeff Kuhlman)Board Member2022
4 yrs
Mariya EntinaVice President2022
4 yrs
Mary Machado SchammelBoard Member2024
2 yrs
Peter Stutz CFAPresident2020
6 yrs
Priyanka Shukla CFA (also filed as Priyanka Shukla)Board Member2022
4 yrs
Scott LaudemanCompany secretary2024
2 yrs
Steven Wang CFA (also filed as Steven Wang)Treasurer2022
4 yrs
Under 5 years5 to 6 years6 years or moreShow all 11 →

Officers and senior leadership

1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Laura CarneyExecutive Directorsince 2018

Pay and hours

year to 31 August 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.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Laura CarneyCEO50$217k$9k
Peter Stutz CfaImmediate Past President1.5$900
Geoff SchneiderBoard Member1.5$0
Jeff KuhlmanBoard Member1.5$0
John DefonsoBoard Member1$0
James FenknerBoard Member1$0
Mary Machado SchammelBoard Member1$0
Julia BonafedeBoard Member1$0
Mariya EntinaPresident1.5$0
Steven WangVP1.5$0
Scott LaudemanSecretary1.5$0
Dagney MasedaTreasurer1.5$0

About

Legal name
Cfa Society of Los Angeles Incorporated
EIN
956069970
Address
13400 Riverside Drive 215, Sherman Oaks, CA, 91423-2500
State
California
Mission
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. (as filed on the Form 990)
IRS classification
501(c)06 (tax-exempt under section 501(c)(3) where shown)
Size band
6 (IRS master file code)
Formed
1931
Principal officer
Laura Carney (as named on the Form 990)
IRS ruling date
1 December 1969
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024

Most connected

Longest observed on the filings

≥6years on the filingsPeter Stutz CFA
≥5years on the filingsFalko Hoernicke CFA
≥4years on the filingsJeff Kuhlman CFA
≥4years on the filingsMariya Entina

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$2.9m
Total liabilities
$803k
Net assets or fund balances
$2.1m
Contributions and grants received
$0
Program service revenue
$1m
Grants and similar paid out
$20k
Employees
6
Volunteers
150

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$1m$1.1mDeficit $64k

As filed on the IRS Form 990. US dollars.

Grants paid

2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
California Council on Economic EducationFinancial literacy initiatives$10k
Junior Achievement USAFinancial literacy initiatives$10k