Civic Intelligence

Cfa Society of Washington DC

EIN 23-7360649 • 501(c)6 • Washington, DC

Profile

The mission of the cfa society of washington is to develop fellowship and an exchange of ideas in the field of investment analysis, to improve investment analysis techniques, to foster a high standard of ethics in the field of investment analysis and to promote education and publicunderstanding in the profession of charted financial analysis.

1401 New York Ave NW 330Washington, DC 20005-2102

www.cfawashington.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.20x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.16x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-11%

Higher net margin than 16% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$184,564

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-4.5%

Faster asset growth than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-1.8%

Faster revenue growth than 32% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$712,487

Down $268,594 (-27%) from 2021

Liabilities

Down

$130,494

Down $1,037 (-0.8%) from 2021

Net Assets

Down

$581,993

Down $267,557 (-31%) from 2021

Operations
Liabilities / Revenue68th percentileNet Margin16th percentile

Revenue

Up

$721,202

Up $184,336 (+34%) from 2021

Expenses

Up

$853,004

Up $282,791 (+50%) from 2021

Net Income

Down

-$131,802

Down $98,455 (-295%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $472,746Liabilities 2011: $4,432Net Assets 2011: $468,3142011Assets 2013: $744,532Liabilities 2013: $94,311Net Assets 2013: $650,2212013Assets 2014: $819,246Liabilities 2014: $78,620Net Assets 2014: $740,6262014Assets 2015: $883,783Liabilities 2015: $89,780Net Assets 2015: $794,0032015Assets 2016: $924,078Liabilities 2016: $105,489Net Assets 2016: $818,5892016Assets 2017: $989,741Liabilities 2017: $101,041Net Assets 2017: $888,7002017Assets 2020: $812,981Liabilities 2020: $45,990Net Assets 2020: $766,9912020Assets 2021: $981,081Liabilities 2021: $131,531Net Assets 2021: $849,5502021Assets 2022: $712,487Liabilities 2022: $130,494Net Assets 2022: $581,9932022

Highlighted filing

2022

Assets$712,487
Liabilities$130,494
Net Assets$581,993
Open 2022 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $393,3532011Expenses 2013: $483,6492013Revenue 2014: $564,357Expenses 2014: $533,662Net Income 2014: $30,6952014Revenue 2015: $583,637Expenses 2015: $532,006Net Income 2015: $51,6312015Revenue 2016: $638,833Expenses 2016: $605,074Net Income 2016: $33,7592016Revenue 2017: $643,789Expenses 2017: $608,956Net Income 2017: $34,8332017Revenue 2020: $744,589Expenses 2020: $850,535Net Income 2020: -$105,9462020Revenue 2021: $536,866Expenses 2021: $570,213Net Income 2021: -$33,3472021Revenue 2022: $721,202Expenses 2022: $853,004Net Income 2022: -$131,8022022

Highlighted filing

2022

Revenue$721,202
Expenses$853,004
Net Income-$131,802
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$712,487
Liabilities
$130,494
Net assets
$581,993
Revenue
$721,202
Expenses
$853,004
Net income
-$131,802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$1.30$5.82$7.21$8.53$1.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.81$1.32$8.50$5.37$5.70$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.46$7.67$7.45$8.51$1.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$1.01$8.89$6.44$6.09$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.24$1.05$8.19$6.39$6.05$0.34
2015Detailed filing. Detailed filing data is available for this year.$8.84$0.90$7.94$5.84$5.32$0.52
2014Detailed filing. Detailed filing data is available for this year.$8.19$0.79$7.41$5.64$5.34$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$0.94$6.50$4.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.04$4.68$3.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$721,202
Mission and Program Overview

Mission

To advance members' professional success and facilitate a vibrant, engaged community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$741,378$538,773▼ $202,605
Cash and Non-Interest-Bearing Accounts$82,992$118,040▲ $35,048
Savings and Temporary Cash Investments$100,589--
Land, Buildings, and Equipment, Net$47,893$37,144▼ $10,749
Accounts Receivable$7,240$12,000▲ $4,760
Prepaid Expenses and Deferred Charges$989$6,530▲ $5,541
Total Assets$981,081$712,487▼ $268,594
Liabilities
Accounts Payable and Accrued Expenses$23,731$74,678▲ $50,947
Unsecured Notes Loans Payable$59,930--
Deferred Revenue$43,410$51,690▲ $8,280
Other Liabilities$4,460$4,126▼ $334
Total Liabilities$131,531$130,494▼ $1,037
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$849,550$581,993▼ $267,557
Total Net Assets Fund Balance$849,550$581,993▼ $267,557
Total Liabilities and Net Assets / Fund Balance$981,081$712,487▼ $268,594

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$33,149$8,287$41,436
Equipment$3,995$7,132$11,127
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill ScottCEOFT$153,350$38,865$192,215

Board Members and Trustees

NameTitle
Julie DellingerChair
Matthew MaloneImmediate Past Chair
Anthony MarrelliDirector
Christine SongDirector
David BravermanDirector
Juan EcheverriDirector
Ryan TorgusonDirector
Victor KrasijDirector
Tom SelmanSecretary
Richard HollyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,930
Program Service Revenue
$609,617
Investment Income
$33,156
Other Revenue
$18,499
Change in Net Assets
$-131,802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,396
Salaries, Compensation, and Employee Benefits$425,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$239,610
Other Salaries and Wages---$230,097
Current Officers, Directors, Trustees, and Key Employees---$159,298
Occupancy---$50,437
Information Technology---$41,006
Fees for Services Accounting---$35,279
Payroll Taxes---$28,437
Fees for Services Other---$19,625
Depreciation Depletion---$10,748
Fees for Services Legal---$10,276
Office Expenses---$9,023
Travel---$4,991
Pension Plan Contributions---$4,045
Other Employee Benefits---$3,731
Other Expenses---$2,470
Advertising---$64
Total Functional Expenses$0$0$0$853,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred rent$4,126
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Society has members. The classes of membership in the Society are Regular Members, Affiliate Members, Student Members, Candidate Members, Guest Members and Professional Leave Members. Only Regular Members In Good Standing have voting rights in the Society. Each Regular Member In Good Standing is entitled to one (1) vote on each matter submitted to the Regular Members. Affiliate Members and other members do not have voting rights in the Society.”

Form 990, Part VI, Section A, line 7A

“Voting members elect the members of the governing body.”

Form 990, Part VI, Section A, line 7B

“Voting members shall have the right to vote, as set forth in the Bylaws, on the election of directors, and all other matters submitted to the Regular Members for vote.”

Form 990, Part VI, Section B, line 11B

“The 990 will be shared with the Finance Committee for review and approval. The 990 is then shared with the Board of Directors with the approval of the Finance Committee.”

Form 990, Part VI, Section B, line 12C

“The Society, through the Board of Directors, regularly monitors any potential conflict of interest of officers and directors. This is done on an annual basis.”

Form 990, Part VI, Section B, line 15

“The Executive Committee of the Board of Directors addresses Executive Compensation and the Board of Directors approves it.”

Form 990, Part VI, Section C, line 19

“The Society's governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
CFA Society Washington DC
EIN
23-7360649
Phone
2028724310
Address
1401 New York Ave NW 330, Washington, DC 20005-2102

Signing Officer

Name
Bill Scott
Title
President and CEO
Phone
2028724310
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Scott
Formed
1967
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
20

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Hemali Kane EA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 12A

“The organization's independent audit was not completed at the time of the 990 filing.”

Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc1Sponsorships
IRS990/ProgramServiceRevenueGrp/Desc2CFA Institute operational funding
IRS990/ProgramServiceRevenueGrp/Desc3Professional education/networking
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0236338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1208555
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2122765
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt341959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0236338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1208555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2122765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt341959
IRS990/ProgSrvcAccomActy2Grp/Desc0The 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.
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IRS990/PYInvestmentIncomeAmt023417
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-131802
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100589
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt07132
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033149
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt041436
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04126
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deferred rent
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037144
IRS990ScheduleD/TotalLiabilityAmt04126
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount029898
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Bill Scott
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Society has members. The classes of membership in the Society are Regular Members, Affiliate Members, Student Members, Candidate Members, Guest Members and Professional Leave Members. Only Regular Members In Good Standing have voting rights in the Society. Each Regular Member In Good Standing is entitled to one (1) vote on each matter submitted to the Regular Members. Affiliate Members and other members do not have voting rights in the Society.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Voting members elect the members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Voting members shall have the right to vote, as set forth in the Bylaws, on the election of directors, and all other matters submitted to the Regular Members for vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 will be shared with the Finance Committee for review and approval. The 990 is then shared with the Board of Directors with the approval of the Finance Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Society, through the Board of Directors, regularly monitors any potential conflict of interest of officers and directors. This is done on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Executive Committee of the Board of Directors addresses Executive Compensation and the Board of Directors approves it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Society's governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The organization's independent audit was not completed at the time of the 990 filing.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IV, Line 12a
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IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt0712487
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IRS990/TotalLiabilitiesGrp/BOYAmt0131531
IRS990/TotalLiabilitiesGrp/EOYAmt0130494
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0721202
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IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0712487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04991
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt059930
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01401 New York Ave NW 330
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200052102
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.cfadc.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Scott
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President and CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02028724310
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA Society Washington DC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0237360649
ReturnHeader/Filer/PhoneNum02028724310
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 New York Ave NW 330
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200052102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261

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