Cause IQ organization profile

Cfa Institute

Form 990s | Financials | Social media | Vendors | Personnel | Peers

Cfa Institute is a trade / professional association based in Charlottesville, VA that was founded in 1986. As of 2017 they had $321 million in revenue and $527 million in assets.

Cfa institute is the global, non-profit professional association that administers the chartered financial analyst (cfa) and certificate in investment performance measurement (cipm), and claritas investment certificate curriculum and examination progra...

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Cfa Institute

Fiscal year endingDate received by IRSFormPDF link
2017-08May 14, 2018990View PDF
2016-08Aug 23, 2017990OView PDF
2015-08Jul 27, 2016990OView PDF
2014-08Jul 29, 2015990OView PDF
2013-08Jul 28, 2014990OView PDF
...and four more Form 990 PDFs

Financials for Cfa Institute

Total grants, contributions, etc.$0
Program services$310,654,368
Investment income and dividends$10,465,625
Tax-exempt bond proceeds$0
Royalty revenue$521,651
Net rental income$0
Net gain from sale of non-inventory assets$-1,129,221
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,126,047
Total revenues$321,638,470

Social media

Vendors for Cfa Institute

VendorServicesAmount paidDate
KimbiaFundraising software2019-08-30
███████ ███ ████Fundraising software; Payment processing2019-08-30
██████████CRM software2019-08-30
██████████████████████ ███Tax accounting; Audit accounting2018-04-06
█████████ ██████████ █████████Consulting$5,545,6992017-08-01
██████████ ███████ ███Marketing$14,970,4192017-08-01
██████████ ███Merchant Services$8,120,2452017-08-01
████████████ ███████████ ████████Exam Administration$4,616,3742017-08-01
...and five more vendors

Personnel at Cfa Institute

NameTitleCompensationMost recent data
Leah R. BennettPresident and Chief Executive Officer-July 12, 2019
Paul SmithCfa President and Chief Executive Officer$1.3 millionJuly 12, 2019
█████ █████President and Chief Executive Officer-July 12, 2019
█████ ██████Cfa Managing Director and Chief Financial Officer / Managing Director and Chief Financial Officer / Chief Financial Officer - Entered 1 and 17 and 2017$0July 12, 2019
██████ ██████Interim Chief Financial Officer$523,760Aug. 31, 2017
███████ █ ██████████Chief Financial Officer and Senior Adv - Exit 8 and 2016$675,636Aug. 31, 2017
██████ █████Managing Director and Chief Information Officer$529,215Jan. 15, 2019
████████ ████████Interim Chief Information Officer / Head , Information Technology Solutions Delivery-July 12, 2019
█████ █████ █████████Chief Human Resources Officer-July 12, 2019
███████ ████Chief Compliance Officer-July 12, 2019
...and 19 more key personnel

Peer trade / professional associations and chambers of commerce

1Society for Human Resource Management (SHRM)501(c)(6)$131 millionAlexandria, VA
2American Society of Clinical Oncology (ASCO)501(c)(3)$144 millionAlexandria, VA
3American College of Radiology501(c)(3)$109 millionReston, VA
4American Academy of Family Physicians501(c)(6)$91 millionLeawood, KS
5The Recording Academy / NATIONAL ACADEMY OF RECORDING Arts & Sciences Inc501(c)(6)$80 millionSanta Monica, CA
6American Bar Association (ABA)501(c)(6)$149 millionChicago, IL
7College of American Pathologists (CAP)501(c)(6)$212 millionNorthfield, IL
8Freedom Partners501(c)(6)$127 millionArlington, VA
9American Medical Association501(c)(6)$317 millionChicago, IL
10American Dental Association (ADA)501(c)(6)$133 millionChicago, IL
11Massachusetts Medical Society501(c)(6)$145 millionWaltham, MA
12United States Tennis Association Incorporated501(c)(6)$291 millionWhite Plains, NY
13American Hospital Association501(c)(6)$137 millionChicago, IL
14Consumer Electronics Association (CES)501(c)(6)$120 millionArlington, VA
15Air Line Pilots Association International (ALPA)501(c)(5)$200 millionHerndon, VA
16American College of Physicians (ACP)501(c)(3)$85 millionPhiladelphia, PA
17Association of American Medical Colleges501(c)(3)$216 millionWashington, DC
18United States Golf Association (USGA)501(c)(3)$214 millionLiberty Corner, NJ
19American Association for Cancer Research501(c)(3)$115 millionPhiladelphia, PA
20National Council of State Boards of Nursing (NCSBN)501(c)(3)$91 millionChicago, IL
21National Board of Medical Examiners (NBME)501(c)(3)$175 millionPhiladelphia, PA
22American Academy of Pediatrics (AAP)501(c)(3)$126 millionElk Grove Village, IL
23American Psychological Association501(c)(3)$128 millionWashington, DC
24American College of Surgeons (ACS)501(c)(3)$107 millionChicago, IL
25National Association of Realtors501(c)(6)$242 millionChicago, IL

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