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EIN 23-7360649

CFA Society Washington DC

IRS 501(c) type
501(c)(6)
Num. employees
5
City
Arlington
State
Virginia
Year formed
1967
Most recent tax filings
2024-06-01
NTEE code, primary
B03: Education Professional Societies and Associations
Description
CFA Society Washington DC facilitates a vibrant, engaged community and advances members' professional success. It links its members with each other, potential professionals, and the community through various activities like networking events and professional development opportunities. The Society additionally sponsors local classes to prepare candidates for the CFA exam, which is a prerequisite to attaining the CFA designation awarded by CFA Institute- a certification most members of our society have obtained.
Also known as...
Cfa Society of Washington DC
Total revenues
$700,911
2024
Total expenses
$776,713
2024
Total assets
$564,520
2024
Num. employees
5
2024

Program areas at CFA Society Washington DC

CFA Society Washington, DC links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. In the diverse and growing Washington investment community, the society plays a vital role from advocating the highest ethical practices to promoting career opportunities for members.
The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a prerequisite to earning the CFA designation, which is awarded by CFA Institute and has been attained by most Society members.

Personnel at CFA Society Washington DC

NameTitleCompensation
Bill ScottPresident and Chief Executive Officer$182,455
Allison McKoneEvents Manager

Financials for CFA Society Washington DC

RevenuesFYE 06/2024
Total grants, contributions, etc.$120,001
Program services$530,840
Investment income and dividends$10,614
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$5,376
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$34,080
Total revenues$700,911

Form 990s for CFA Society Washington DC

Fiscal year endingDate received by IRSFormPDF link
2024-062025-03-20990View PDF
2023-062024-05-05990View PDF
2022-062023-05-10990View PDF
2021-062022-04-20990View PDF
2020-062021-01-28990View PDF
...and 10 more Form 990s
Data update history
November 2, 2024
Updated personnel
Identified 7 new personnel
August 11, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 2, 2024
Updated personnel
Identified 1 new personnel
August 7, 2023
Posted financials
Added Form 990 for fiscal year 2020
July 8, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Professional associationsBusiness and community development organizationsSchools
Issues
EducationCommunity improvementBusiness and industry
Characteristics
MembershipsState / local levelCommunity engagement / volunteeringProvides scholarships
General information
Address
1101 Wilson Blvd 6th Floor
Arlington, VA 22209
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Arlington County, VA
Website URL
cfadc.org/ 
Phone
(571) 568-3508
IRS details
EIN
23-7360649
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1967
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
B03: Education Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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