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EIN 54-1429832

Cfa Virginia

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Richmond
State
Virginia
Year formed
2006
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Cfa Virginia is an association of Virginia investment professionals with a mission to promote ethics, education, and professional excellence within the investment industry. As a member of the global organization, Cfa Institute, it provides ways for local members to connect with a global network of investment professionals. The society holds sixteen lunch meetings annually in which members can exchange information about current topics of importance to the industry. These meetings facilitate an exchange of information among members of the Virginia community. It is located in Richmond, VA.
Total revenues
$106,972
2023
Total expenses
$100,660
2023
Total assets
$383,717
2023
Num. employees
n/a

Who funds Cfa Virginia

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$51,450

Personnel at Cfa Virginia

NameTitleCompensation
Thomas NeuhausPresident$0
Matthew CullenVice President and Director$0

Financials for Cfa Virginia

RevenuesFYE 06/2023
Total grants, contributions, etc.$75,106
Program services$27,604
Membership dues$75,106
Investment income and dividends$4,262
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$106,972

Form 990s for Cfa Virginia

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-10990EZView PDF
2022-062022-11-11990EZView PDF
2021-062021-11-10990EZView PDF
2020-062021-04-19990EZView PDF
2019-062019-11-14990EOView PDF
...and 9 more Form 990s
Data update history
July 7, 2023
Updated personnel
Identified 2 new personnel
June 2, 2023
Updated personnel
Identified 3 new personnel
September 28, 2021
Received grants
Identified 1 new grant, including a grant for $61,530 from CFA Institute
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
June 25, 2021
Updated personnel
Identified 4 new personnel
Nonprofit Types
Trade associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 31441
Richmond, VA 23294
Metro area
Richmond, VA
County
Henrico County, VA
Website URL
cfasociety.org/virginia/pages/default.aspx 
Phone
(804) 241-8411
IRS details
EIN
54-1429832
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
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