Cfa Society Of San Diego Inc in San Diego, California (CA)
Table of contents:
| Cfa Society Of San Diego Inc | |
| Employer Identification Number (EIN) | 237069278 |
| Name of Organization | Cfa Society Of San Diego Inc |
| In Care of Name | James H Bartolero Sec Treas |
| Address | 425 West Beech Street, San Diego, CA 92101-2955 |
| Activities | Professional association |
| Subsection | Business League |
| Ruling Date | 01/1971 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $143,119 |
| Amount of Income | $148,480 |
| Form 990 Revenue Amount | $148,480 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||
| 2012 | 2013 | |
|---|---|---|
| Total revenue | $148,075 | $133,890 |
| Contributions, gifts, grants, and similar amounts received | $75,663 | $51,294 |
| Program service revenue including government fees and contracts | $33,552 | $26,667 |
| Membership dues and assessments | $38,600 | $43,550 |
| Investment income | $210 | $3,887 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 |
| Other revenue | $50 | $8,492 |
| Total expenses | $118,153 | $133,429 |
| Total net assets | $149,034 | $149,495 |
| Excess/Deficit for the year | $29,922 | $461 |
| Net assets or fund balances at beginning of year | $119,112 | $149,034 |
| Other changes in net assets or fund balances | $0 | $0 |
| Net assets or fund balances at end of year | $149,034 | $149,495 |
| Balance Sheets | ||
| 2012 | 2013 | |
|---|---|---|
| Total assets | $149,034 | $149,495 |
| Total liabilities | $0 | $0 |
| Net assets or fund balances | $149,034 | $149,495 |
| Other Information | ||
| 2012 | 2013 | |
|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No |
| Were any significant changes made to the organizing or governing documents? | No | Yes |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No |
| Has the organization filed a Form 990-T for the year? | No | No |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No |
| Amount of political expenditures, direct or indirect | $0 | $0 |
| Did the organization file Form 1120-POL for this year? | No | No |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No |
| Total amount involved | $0 | $0 |
| Initiation fees and capital contributions | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Certified Residential Specialists Southern California Chapter Inc | 29102 Alfieri St, Laguna Niguel, CA 92677-4603 | CA | 1998-12 | $54,279 |
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| 7 | Cet Community Foundation | 701 Vine St Room 102, San Jose, CA 95110 | CA | 1998-08 | $0 |
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| 10 | Cfa Society Of Sacramento | 915 L Street Suite C252, Sacramento, CA 95814-3700 | CA | 1999-06 | $83,839 |
| 11 | Cfa Society Of San Diego Inc | 425 West Beech Street, San Diego, CA 92101-2955 | CA | 1971-01 | $148,480 |
| 12 | Cfa Society San Francisco | 235 Montgomery St Ste 725, San Francisco, CA 94104-2917 | CA | 1968-02 | $1,159,792 |
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| 15 | Cfo International Inc | 8400 Edinger Ave I-104, Huntington Beach, CA 92647-7208 | CA | 1942-02 | $57,872 |
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| 17 | Cfw Foundation | 6425 Christie Ave Ste 270, Emeryville, CA 94608-2245 | CA | 2006-04 | $53,395 |
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| 19 | Cgp-Doering Foundation | 3068 Sorrelwood Dr, San Ramon, CA 94582 | CA | 2008-07 | $0 |
| 20 | Ch Ferguson Foundation | PO BOX 1144, Clayton, CA 94517-9144 | CA | 2008-03 | $825 |
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