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.
Who funds CFA Society Washington DC
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| CFA Institute | 2023-08 | Gen Support | $145,597 |
Personnel at CFA Society Washington DC
| Name | Title | Compensation | Date of data |
|---|
| Bill Scott | President and Chief Executive Officer | $182,455 | 2024-05-05 |
| Richard Holly | Treasurer | $0 | 2023-06-30 |
| Julie Dellinger | Cfa Board Chair / Chair / Director | $0 | 2023-06-30 |
| Victor Krasij | Chair / Director | $0 | 2023-06-30 |
| Tom Selman | Cfa Secretary | $0 | 2023-06-30 |
| ...and 10 more key personnel |
Financials for CFA Society Washington DC
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $195,865 | $59,930 | 226.8% |
| Program services | $469,673 | $609,617 | -23% |
| Investment income and dividends | $10,142 | $18,736 | -45.9% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $3,022 | $14,420 | -79% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $34,794 | $18,499 | 88.1% |
| Total revenues | $713,496 | $721,202 | -1.1% |
Organizations like CFA Society Washington DC
| Organization | Type | Location | Revenue |
|---|
| Missouri Society of the American College of Osteopathic Family Physicians | 501(c)(6) | Hermann, MO | $185,077 |
| Arkansas Association of Educational Administrators | 501(c)(6) | Little Rock, AR | $2,976,779 |
| Wisconsin Library Association | 501(c)(6) | Monona, WI | $487,389 |
| NH School Administrators Association | 501(c)(6) | Concord, NH | $1,201,122 |
| Wisconsin School Counselor Association | 501(c)(6) | Waunakee, WI | $494,305 |
| Texas Association of School Personnel Administrators | 501(c)(6) | Austin, TX | $750,354 |
| South Dakota CPA Society | 501(c)(6) | Sioux Falls, SD | $361,041 |
| Association of College Auxiliary Services (NACAS) | 501(c)(6) | Charlottesville, VA | $2,599,925 |
| Alaska Association of School Business Officials | 501(c)(6) | Anchorage, AK | $292,285 |
| California Agricultural Teachers Association | 501(c)(6) | Galt, CA | $809,974 |
Data update history
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
June 30, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsSchools
Issues
EducationCommunity improvementBusiness and industry
Characteristics
MembershipsState / local levelReceives government fundingCommunity 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/Â
- Phone
- (202) 872-4310
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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