Civic Intelligence

Cfa Institute

990 • Fiscal year 2013 • EIN 54-1386480

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 09, 2014

Organization ProfileWWW.CFAINSTITUTE.ORG

View Organization Page

PO Box 2083Suite22902-2083
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.50x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

49th percentile

5.8%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$320,339,200

Up $17,586,015 (+5.8%) from 2012

Net Assets

Up

$161,470,576

Up $12,785,544 (+8.6%) from 2012

Liabilities

Up

$158,868,624

Up $4,800,471 (+3.1%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$223,411,699

Down $4,433,079 (-1.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $256,598,053Liabilities 2010: $134,599,510Net Assets 2010: $121,998,5432010Assets 2011: $291,556,743Liabilities 2011: $149,625,989Net Assets 2011: $141,930,7542011Assets 2012: $302,753,185Liabilities 2012: $154,068,153Net Assets 2012: $148,685,0322012Assets 2013: $320,339,200Liabilities 2013: $158,868,624Net Assets 2013: $161,470,5762013Assets 2014: $368,018,548Liabilities 2014: $164,296,435Net Assets 2014: $203,722,1132014Assets 2015: $389,688,371Liabilities 2015: $181,143,737Net Assets 2015: $208,544,6342015Assets 2016: $453,410,522Liabilities 2016: $211,603,552Net Assets 2016: $241,806,9702016Assets 2017: $527,428,614Liabilities 2017: $245,191,228Net Assets 2017: $282,237,3862017Assets 2018: $579,306,522Liabilities 2018: $256,449,621Net Assets 2018: $322,856,9012018Assets 2019: $630,127,929Liabilities 2019: $266,090,488Net Assets 2019: $364,037,4412019Assets 2020: $709,843,889Liabilities 2020: $447,817,461Net Assets 2020: $262,026,4282020Assets 2021: $744,557,424Liabilities 2021: $431,795,371Net Assets 2021: $312,762,0532021Assets 2022: $663,377,785Liabilities 2022: $371,824,941Net Assets 2022: $291,552,8442022Assets 2023: $774,533,858Liabilities 2023: $376,977,607Net Assets 2023: $397,556,2512023Assets 2024: $912,886,795Liabilities 2024: $347,786,928Net Assets 2024: $565,099,8672024

Highlighted filing

2013

Assets$320,339,200
Liabilities$158,868,624
Net Assets$161,470,576
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $187,322,8602010Expenses 2011: $210,344,7282011Expenses 2012: $227,844,7782012Expenses 2013: $223,411,6992013Revenue 2014: $259,514,989Expenses 2014: $233,256,561Net Income 2014: $26,258,4282014Revenue 2015: $272,494,659Expenses 2015: $238,913,246Net Income 2015: $33,581,4132015Revenue 2016: $284,644,684Expenses 2016: $270,775,370Net Income 2016: $13,869,3142016Revenue 2017: $321,638,470Expenses 2017: $303,230,743Net Income 2017: $18,407,7272017Revenue 2018: $370,089,211Expenses 2018: $338,068,864Net Income 2018: $32,020,3472018Revenue 2019: $416,456,990Expenses 2019: $365,537,251Net Income 2019: $50,919,7392019Revenue 2020: $184,976,793Expenses 2020: $304,140,097Net Income 2020: -$119,163,3042020Revenue 2021: $299,621,233Expenses 2021: $299,566,682Net Income 2021: $54,5512021Revenue 2022: $346,815,960Expenses 2022: $278,732,579Net Income 2022: $68,083,3812022Revenue 2023: $360,345,275Expenses 2023: $271,991,297Net Income 2023: $88,353,9782023Revenue 2024: $462,891,998Expenses 2024: $298,355,244Net Income 2024: $164,536,7542024

Highlighted filing

2013

Revenue-
Expenses$223,411,699
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jul 9, 2014
Return Version
2012v2.3
Gross Receipts
$413,603,942
Mission and Program Overview

Mission

SEE STATEMENT O

Major Activities

Activity 2
Professional development: the organization believes strongly in lifelong learning and therefore sponsors and disseminates a variety of educational content to member and nonmember investment professionals on topics relevant to the profession.
Activity 3
Thought leadership: through the standards and financial market integrity division of cfa institute, the organization is a leading voice on issues of fairness, efficiency, and investor protection in global capital markets and promotes high standards of ethics, integrity, and professional excellence within the investment community. The organization also promotes and enforces the cfa institute code of ethics and standards of professional conduct, to which all members of the organization and candidates in the cfa program are required to adhere.
Filing and Contact Details

Filer

EIN
54-1386480
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IRS990/Activity3/Description0THOUGHT LEADERSHIP: THROUGH THE STANDARDS AND FINANCIAL MARKET INTEGRITY DIVISION OF CFA INSTITUTE, THE ORGANIZATION IS A LEADING VOICE ON ISSUES OF FAIRNESS, EFFICIENCY, AND INVESTOR PROTECTION IN GLOBAL CAPITAL MARKETS AND PROMOTES HIGH STANDARDS OF ETHICS, INTEGRITY, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT COMMUNITY. THE ORGANIZATION ALSO PROMOTES AND ENFORCES THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT, TO WHICH ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE.
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IRS990/Form990PartVIISectionA/NamePerson0DANIEL S MEADER CFA
IRS990/Form990PartVIISectionA/NamePerson1ALAN M MEDER CFA CPA
IRS990/Form990PartVIISectionA/NamePerson2COLIN MCLEAN
IRS990/Form990PartVIISectionA/NamePerson3CHARLES J YANG CFA
IRS990/Form990PartVIISectionA/NamePerson4AARON LOW CFA
IRS990/Form990PartVIISectionA/NamePerson5ATTILA KOKSAL CFA
IRS990/Form990PartVIISectionA/NamePerson6BETH HAMILTON-KEEN CFA
IRS990/Form990PartVIISectionA/NamePerson7FREDERIC P LEBEL CFA
IRS990/Form990PartVIISectionA/NamePerson8GIUSEPPE BALLOCCHI CFA
IRS990/Form990PartVIISectionA/NamePerson9JAMES G JONES CFA
IRS990/Form990PartVIISectionA/NamePerson10JANE SHAO CFA
IRS990/Form990PartVIISectionA/NamePerson11JEFFREY D LORENZEN CFA
IRS990/Form990PartVIISectionA/NamePerson12MATTHEW H SCANLAN CFA
IRS990/Form990PartVIISectionA/NamePerson13MARK J LAZBERGER CFA
IRS990/Form990PartVIISectionA/NamePerson14ROGER URWIN
IRS990/Form990PartVIISectionA/NamePerson15SAEED M AL-HAJERI CFA
IRS990/Form990PartVIISectionA/NamePerson16JOHN ROGERS CFA
IRS990/Form990PartVIISectionA/NamePerson17JOSEPH P LANGE
IRS990/Form990PartVIISectionA/NamePerson18TIMOTHY G MCLAUGHLIN CFA
IRS990/Form990PartVIISectionA/NamePerson19ASHVIN P VIBHAKAR CFA
IRS990/Form990PartVIISectionA/NamePerson20ELAINE CHENG
IRS990/Form990PartVIISectionA/NamePerson21DONNA MARSHALL
IRS990/Form990PartVIISectionA/NamePerson22JAN R SQUIRES CFA
IRS990/Form990PartVIISectionA/NamePerson23CAROL J ANDERSON
IRS990/Form990PartVIISectionA/NamePerson24KURT N SCHACHT CFA
IRS990/Form990PartVIISectionA/NamePerson25NITIN MEHTA CFA
IRS990/Form990PartVIISectionA/NamePerson26RAYMOND J DEANGELO
IRS990/Form990PartVIISectionA/NamePerson27THOMAS ROBINSON CFA
IRS990/Form990PartVIISectionA/NamePerson28PETER B MACKEY CFA
IRS990/Form990PartVIISectionA/NamePerson29SANDRA PETERS
IRS990/Form990PartVIISectionA/NamePerson30STEPHEN M HORAN CFA
IRS990/Form990PartVIISectionA/NamePerson31JOHN BOWMAN
IRS990/Form990PartVIISectionA/NamePerson32FANNIE FANG EXITED 11113
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IRS990/Form990PartVIISectionA/Title0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionA/Title1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionA/Title2MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title3VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionA/Title4MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title5MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title6Ext Rel & Vol Inv Commit Chair
IRS990/Form990PartVIISectionA/Title7MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title8AUDIT & RISK COMMITTEE CHAIR
IRS990/Form990PartVIISectionA/Title9PLANNING AND COMMITTEE CHAIR
IRS990/Form990PartVIISectionA/Title10MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title11MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title12MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title13MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title14MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title15MEMBER, BOARD OF GOVERNORS
IRS990/Form990PartVIISectionA/Title16PRESIDENT & CEO
IRS990/Form990PartVIISectionA/Title17CORPORATE SECRETARY
IRS990/Form990PartVIISectionA/Title18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionA/Title19MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title20MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title21MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title22MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title23GENERAL COUNSEL
IRS990/Form990PartVIISectionA/Title24MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title25MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title26MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title27MANAGING DIRECTOR
IRS990/Form990PartVIISectionA/Title28HEAD CFA EXAMINATIONS
IRS990/Form990PartVIISectionA/Title29HEAD PROFESSIONAL EDUCATION
IRS990/Form990PartVIISectionA/Title30Head,Univ Rel & Private Wealth
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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$320,339,200
Liabilities
$158,868,624
Net assets
$161,470,576
Revenue
-
Expenses
$223,411,699
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$913$348$565$463$298$165
2023Summary only. Only limited summary data is available for this year.$775$377$398$360$272$88.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$663$372$292$347$279$68.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$745$432$313$300$300$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$710$448$262$185$304$119
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$630$266$364$416$366$50.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$579$256$323$370$338$32.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$527$245$282$322$303$18.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$453$212$242$285$271$13.9
2015Summary only. Only limited summary data is available for this year.$390$181$209$272$239$33.6
2014Detailed filing. Detailed filing data is available for this year.$368$164$204$260$233$26.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$320$159$161$223
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$303$154$149$228
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$292$150$142$210
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$257$135$122$187