Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
990 • Fiscal year 2024 • EIN 23-7360649
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 26.3% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Assets
Down$564,520
Down $147,967 (-21%) from 2022
Net Assets
Down$454,321
Down $127,672 (-22%) from 2022
Liabilities
Down$110,199
Down $20,295 (-16%) from 2022
Revenue
Down$700,911
Down $20,291 (-2.8%) from 2022
Expenses
Down$776,713
Down $76,291 (-8.9%) from 2022
Net Income
Up-$75,802
Up $56,000 (+42%) from 2022
To advance members' professional success and facilitate a vibrant, engaged community.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $376,798 | $371,352 | ▼ $5,446 |
| Cash and Non-Interest-Bearing Accounts | $108,044 | $81,431 | ▼ $26,613 |
| Accounts Receivable | $71,820 | $78,570 | ▲ $6,750 |
| Land, Buildings, and Equipment, Net | $26,926 | $17,483 | ▼ $9,443 |
| Prepaid Expenses and Deferred Charges | $7,366 | $15,684 | ▲ $8,318 |
| Total Assets | $590,954 | $564,520 | ▼ $26,434 |
| Liabilities | |||
| Deferred Revenue | $64,350 | $92,575 | ▲ $28,225 |
| Accounts Payable and Accrued Expenses | $25,043 | $17,624 | ▼ $7,419 |
| Total Liabilities | $89,393 | $110,199 | ▲ $20,806 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $501,561 | $454,321 | ▼ $47,240 |
| Total Net Assets Fund Balance | $501,561 | $454,321 | ▼ $47,240 |
| Total Liabilities and Net Assets / Fund Balance | $590,954 | $564,520 | ▼ $26,434 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $16,574 | $24,862 | $41,436 |
| Equipment | $909 | $10,218 | $11,127 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Bill Scott | CEO | FT | $159,000 | $25,564 | $184,564 |
| Name | Title |
|---|---|
| Victor Krasij | Chair |
| Julie Dellinger | Immediate Past Chair |
| Adela Skenderasi | Director |
| Christine Song | Director |
| Juan Echeverri | Director |
| Kathleen George | Director |
| Ranjit Pawar | Director |
| Ryan Torguson | Director |
| Xin Zhou | Secretary |
| Alex Seleznev | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Crystal Gateway Marriott | Meeting Venue Services | 1700 Richmond Hwy, Arlington, VA 22202 | $105,114 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $392,402 |
| Other Expenses | $384,311 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $209,934 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $194,474 |
| Other Salaries and Wages | - | - | - | $161,206 |
| Occupancy | - | - | - | $40,925 |
| Fees for Services Accounting | - | - | - | $39,110 |
| Information Technology | - | - | - | $36,351 |
| Payroll Taxes | - | - | - | $25,409 |
| Fees for Services Other | - | - | - | $20,169 |
| Office Expenses | - | - | - | $12,275 |
| Depreciation Depletion | - | - | - | $9,443 |
| Other Employee Benefits | - | - | - | $8,717 |
| Advertising | - | - | - | $4,351 |
| Fees for Services Legal | - | - | - | $3,338 |
| Pension Plan Contributions | - | - | - | $2,596 |
| Other Expenses | - | - | - | $704 |
| Travel | - | - | - | $329 |
| Total Functional Expenses | $0 | $0 | $0 | $776,713 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $776,714 |
| Total Expenses per Audited Statements | $776,714 |
| Total Expenses per Form 990 | $776,714 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“Voting members elect the members of the governing body.”
“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.”
“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.”
“The Society, through the Board of Directors, regularly monitors any potential conflict of interest of officers and directors. All Board members are sent a Conflict of Interest form annually that details the policy and asks them to list any conflicts they might have. Any conflicts are reviewed by the CEO and Board Chair to determine if any further deliberation is required by the Board of Directors, who decides if any action is required.”
“The Executive Committee of the Board of Directors addresses Executive Compensation and the Board of Directors approves it.”
“The Society's governing documents, conflict of interest policy and financial statements are made available to the public upon request.”
“CFAW is exempt from payment of taxes on income other than net unrelated business income under Section 501(c)(6) of the Internal Revenue Code. No tax expense is recorded in the accompanying financial statements as there was no significant net unrelated business taxable income. Management has evaluated CFAW's tax positions and concluded that the financial statements do not include any uncertain tax positions.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 1 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 25043 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 17624 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 71820 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 78570 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To advance members' professional success and facilitate a vibrant, engaged community. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 4351 |
| IRS990/AllOtherContributionsAmt | 0 | 120001 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Bill Scott CEO |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5715683508 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1101 Wilson Blvd 6th Floor |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Arlington |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 22209 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 108044 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 81431 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 194474 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 209934 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 105114 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1700 Richmond Hwy |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Arlington |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 22202 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Crystal Gateway Marriott |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Meeting Venue Services |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 120001 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 15990 |
| IRS990/CYOtherExpensesAmt | 0 | 384311 |
| IRS990/CYOtherRevenueAmt | 0 | 34080 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 530840 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -75802 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 392402 |
| IRS990/CYTotalExpensesAmt | 0 | 776713 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 700911 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 64350 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 92575 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 9443 |
| IRS990/Desc | 0 | 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. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 39110 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3338 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 20169 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 8797 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Victor Krasij |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Alex Seleznev |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Xin Zhou |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Julie Dellinger |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Juan Echeverri |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Adela Skenderasi |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Christine Song |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Ryan Torguson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Kathleen George |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Ranjit Pawar |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Bill Scott |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 175767 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Immediate Past Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1967 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 5376 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 50000 |
| IRS990/GrossReceiptsAmt | 0 | 745535 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 36351 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 10614 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 10614 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 376798 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 371352 |
| IRS990/IRPDocumentCnt | 0 | 12 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 35080 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 26926 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 17483 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 52563 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 44624 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To advance members' professional success and facilitate a vibrant, engaged community. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 501561 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 454321 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 5376 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 5376 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 28563 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 501561 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 454321 |
| IRS990/NondeductibleContributionsInd | 0 | 1 |
| IRS990/NondeductibleContriDisclInd | 0 | 1 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 40925 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 12275 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 8717 |
| IRS990/OtherExpensesGrp/Desc | 0 | Dues and subscriptions |
| IRS990/OtherExpensesGrp/Desc | 1 | Taxes and licenses |
| IRS990/OtherExpensesGrp/Desc | 2 | Other Expenses |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4215 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3167 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 704 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other income |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 34080 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 34080 |
| IRS990/OtherRevenueTotalAmt | 0 | 34080 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 161206 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 25409 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 2596 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 7366 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 15684 |
| IRS990/PrincipalOfficerNm | 0 | Bill Scott |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 813920 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Membership dues |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Sponsorships |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Professional education/networking |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 199298 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 281647 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 49895 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 281647 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 199298 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 49895 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | 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. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 195865 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 13164 |
| IRS990/PYOtherExpensesAmt | 0 | 436514 |
| IRS990/PYOtherRevenueAmt | 0 | 34794 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 469673 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -102103 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 379085 |
| IRS990/PYTotalExpensesAmt | 0 | 815599 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 713496 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -75802 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 909 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 10218 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 11127 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 776714 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 28563 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 16574 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 24862 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 41436 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 28563 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 700911 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CFAW is exempt from payment of taxes on income other than net unrelated business income under Section 501(c)(6) of the Internal Revenue Code. No tax expense is recorded in the accompanying financial statements as there was no significant net unrelated business taxable income. Management has evaluated CFAW's tax positions and concluded that the financial statements do not include any uncertain tax positions. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 17483 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 776714 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 700911 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 729474 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 776714 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 159000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 16767 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 5197 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 3600 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Bill Scott |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 184564 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Voting members elect the members of the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Society, through the Board of Directors, regularly monitors any potential conflict of interest of officers and directors. All Board members are sent a Conflict of Interest form annually that details the policy and asks them to list any conflicts they might have. Any conflicts are reviewed by the CEO and Board Chair to determine if any further deliberation is required by the Board of Directors, who decides if any action is required. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The Executive Committee of the Board of Directors addresses Executive Compensation and the Board of Directors approves it. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The Society's governing documents, conflict of interest policy and financial statements are made available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, line 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section C, line 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 1 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 590954 |
| IRS990/TotalAssetsEOYAmt | 0 | 564520 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 590954 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 564520 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalContributionsAmt | 0 | 120001 |
| IRS990/TotalEmployeeCnt | 0 | 5 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 776713 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 89393 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 110199 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 89393 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 110199 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 501561 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 454321 |
| IRS990/TotalOtherCompensationAmt | 0 | 8797 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 530840 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 175767 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 249368 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 331542 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 700911 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 25 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 590954 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 564520 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 329 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1101 Wilson Blvd 6th Floor |
| IRS990/USAddress/CityNm | 0 | Arlington |
| IRS990/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/USAddress/ZIPCd | 0 | 22209 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 10 |
| IRS990/VotingMembersIndependentCnt | 0 | 10 |
| IRS990/WebsiteAddressTxt | 0 | www.cfadc.org |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Bill Scott |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President and CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5715683508 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-03-19 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.