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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
2024-06-01
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
$129,181
2024
Total expenses
$117,820
2024
Total assets
$395,078
2024
Num. employees
n/a

Personnel at Cfa Virginia

NameTitleCompensation
Ashby W PricePresident$0
Thomas NeuhausBoard Member and Director$0

Financials for Cfa Virginia

RevenuesFYE 06/2024
Total grants, contributions, etc.$90,155
Program services$31,488
Membership dues$50,653
Investment income and dividends$7,538
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$129,181

Form 990s for Cfa Virginia

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-13990EZView PDF
2023-062023-11-10990EZView PDF
2022-062022-11-11990EZView PDF
2021-062021-11-10990EZView PDF
2020-062021-04-19990EZView PDF
...and 10 more Form 990s
Data update history
January 2, 2024
Posted financials
Added Form 990EZ for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
August 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $51,450 from CFA Institute
July 7, 2023
Updated personnel
Identified 2 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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