Civic Intelligence

Cfa Institute

990 • Fiscal year 2014 • EIN 54-1386480

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 02, 2015

Organization Profilewww.cfainstitute.org

View Organization Page

PO Box 2083Suite22902-2083

(434) 951-5499

Siviq Scores

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

Liabilities / Assets

58th percentile

0.45x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.63x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$1,469,596

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

84th percentile

15%

Faster asset growth than 84% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$368,018,548

Up $47,679,348 (+15%) from 2013

Net Assets

Up

$203,722,113

Up $42,251,537 (+26%) from 2013

Liabilities

Up

$164,296,435

Up $5,427,811 (+3.4%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin59th percentile

Revenue

$259,514,989

No earlier filing loaded for comparison.

Expenses

Up

$233,256,561

Up $9,844,862 (+4.4%) from 2013

Net Income

$26,258,428

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2014

Assets$368,018,548
Liabilities$164,296,435
Net Assets$203,722,113
Open 2014 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

2014

Revenue$259,514,989
Expenses$233,256,561
Net Income$26,258,428
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 2, 2015
Return Version
2013v4.0
Gross Receipts
$317,283,649
Mission and Program Overview

Mission

SEE STATEMENT O

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$242,022,601$270,423,653▲ $28,401,052
Savings and Temporary Cash Investments$38,050,527$44,399,512▲ $6,348,985
Prepaid Expenses and Deferred Charges$10,526,066$13,870,725▲ $3,344,659
Intangible Assets$10,010,261$9,873,811▼ $136,450
Land, Buildings, and Equipment, Net$5,438,444$6,432,236▲ $993,792
Accounts Receivable$1,095,150$4,433,395▲ $3,338,245
Cash and Non-Interest-Bearing Accounts$3,271,893$2,952,231▼ $319,662
Inventories for Sale or Use$3,295,769$1,914,913▼ $1,380,856
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$320,339,200$368,018,548▲ $47,679,348
Other Assets Total$6,628,489$13,718,072▲ $7,089,583
Liabilities
Deferred Revenue$128,926,177$135,491,160▲ $6,564,983
Accounts Payable and Accrued Expenses$27,060,757$25,034,240▼ $2,026,517
Other Liabilities$2,881,690$3,771,035▲ $889,345
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$158,868,624$164,296,435▲ $5,427,811
Net Assets / Fund Balance
Unrestricted Net Assets$161,470,576$203,722,113▲ $42,251,537
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$161,470,576$203,722,113▲ $42,251,537
Total Liabilities and Net Assets / Fund Balance$320,339,200$368,018,548▲ $47,679,348

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,325,940$9,620,350$14,946,290
Leasehold Improvements$1,106,296$2,873,601$3,979,897
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Rogers CfaPresident & CEO-exited 5/31/14FT$593,138$876,458$1,469,596
Colin W McleanExt Rel & Vol Inv Commit Chair-$1,380,137$89,459$1,469,596
John BowmanManaging DirectorFT$267,920$1,086,987$1,354,907
Saeed M Al-hajeri CfaMember, Board of Governors-$1,288,225$66,682$1,354,907
Jan R Squires CfaManaging DirectorFT$363,358$333,826$697,184
Frederic P Lebel CfaPlanning Committee Chair-$627,563$69,621$697,184
Thomas Robinson CfaManaging DirectorFT$362,558$332,883$695,441
Mark J Lazberger CfaMember, Board of Governors-$625,879$69,562$695,441
Raymond J DeangeloManaging DirectorFT$365,104$310,906$676,010
Matthew H Scanlan CfaMember, Board of Governors-$606,989$69,021$676,010
Kurt N Schacht CfaManaging DirectorFT$364,460$270,713$635,173
James G Jones CfaMember, Board of Governors-$561,470$73,703$635,173
Dwight D Churchill CfaPresident & CEO-entered 6/2014FT$561,674$61,793$623,467
Ashvin P Vibhakar CfaSenior AdvisorPT$304,075$319,392$623,467
Timothy G Mclaughlin CfaChief Financial OfficerFT$327,308$294,403$621,711
Aaron Low CfaVice Chairman of the Board-$554,741$66,970$621,711
Paul SmithManaging DirectorFT$372,490$206,816$571,041
Carol J AndersonGeneral Counsel-exited 8/31/14FT$303,688$265,966$569,654
Giuseppe Ballocchi CfaAudit & Risk Committee Chair-$500,859$68,795$569,654
Donna MarshallManaging DirectorFT$283,008$256,447$539,455
Beth Hamilton-keen CfaMember, Board of Governors-$476,140$63,315$539,455
Nitin Mehta CfaManaging DirectorFT$330,440$161,849$492,289
Jane Shao CfaMember, Board of Governors-$463,738$28,551$492,289
Elaine ChengManaging DirectorFT$246,160$222,293$468,453
Attila Koksal CfaMember, Board of Governors-$403,475$64,978$468,453
Stephen M Horan CfaManaging DirectorFT$290,242$161,354$451,596
Roger UrwinMember, Board of Governors-$393,082$58,514$451,596
Sandra PetersHead Professional EducationFT$297,898$153,546$451,444
Sunil Singhania CfaMember, Board of Governors-$407,623$43,821$451,444
Peter B Mackey CfaHead CFA ExaminationsFT$312,980$136,194$449,174
Robert Jenkins FsipMember, Board of Governors-$405,353$43,821$449,174
Robert LamyHead, Curriculum DevelopmentFT$281,917$102,426$380,355
Heather BrilliantMember, Board of Governors-$331,682$48,673$380,355
Dennis McleaveyHead, Regulator(exited 2/2014)FT$241,573$93,620$347,446
Joseph P LangeDirector, Board & Corp Svs.FT$303,940$43,506$347,446
Charles J Yang CfaChairman of the Board-$107,886$29,965$137,851
Alan M Meder Cfa CPAImmediate Past Chair-$2,067-$2,067

Highest Paid Contractors

ContractorServicesLocationCompensation
American Express Travel Related SvsTravel-$12,165,015
Doremus CompanyMarketing-$8,132,066
John Wiley Sons INCPublishing-$6,629,084
Pbd INCDistribution-$4,883,758
Professional Examination ServiceExam Administration-$4,129,022
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,880,621
Investment Income
$14,872,430
Other Revenue
$4,761,938
Change in Net Assets
$26,258,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,847,609
Revenue Not Reported on Financial Statements
$-332,620
Revenue Not Reported on Form 990
$15,993,109
Other Revenue Adjustments
$-332,620
Total Revenue per Audited Statements
$275,840,718
Total Revenue per Form 990
$259,514,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,422,201
Salaries, Compensation, and Employee Benefits$82,464,727
Grants and Similar Amounts Paid$6,369,633
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$56,671,472
Travel---$25,418,544
Advertising---$18,131,301
Office Expenses---$17,422,147
Information Technology---$12,021,789
Occupancy---$8,763,679
Current Officers, Directors, Trustees, and Key Employees---$8,368,974
Other Employee Benefits---$7,434,757
Depreciation Depletion---$6,194,742
Pension Plan Contributions---$5,791,346
Conferences and Meetings---$4,856,518
Payroll Taxes---$4,198,178
Fees for Services Legal---$3,483,637
Foreign Grants$0--$3,256,497
Grants to Domestic Orgs---$3,108,136
Fees for Services Other---$2,827,467
Fees for Services Accounting---$1,826,646
Other Expenses---$1,673,106
Insurance---$1,625,661
All Other Expenses---$484,038
Fees for Services Lobbying---$421,586
Royalties---$142,121
Fees for Services Management---$77,111
Grants to Domestic Individuals---$5,000
Total Functional Expenses$0$0$0$233,256,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$233,589,181
Expenses per Audited Statements$233,256,561
Total Expenses per Form 990$233,256,561
Expenses Not Reported on Form 990$332,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-5610350---$160,297
56-2307147-501(c)(3)Gen Support$150,000
23-7069432--Gen Support$120,431
36-2595074--Gen Support$101,406
94-6078576--Gen Support$89,279
23-7360649--Gen Support$85,043
95-6069970--Gen Support$65,576
23-6395738--Gen Support$59,409
58-1105110--Gen Support$45,788
23-7078748--Gen Support$42,796
41-1861989--Gen Support$42,405
91-1164972--Gen Support$40,914
84-0585027--Gen Support$37,253
56-1824044--Gen Support$36,879
43-6031785--Gen Support$35,058
23-7004744--Gen Support$35,029
61-1572381--Gen Support$32,358
06-0964607--Gen Support$31,940
23-7072850--Gen Support$28,448
23-7069278--Gen Support$28,207
52-0895933--Gen Support$27,775
45-4833185--Gen Support$26,313
54-1429832--Gen Support$25,814
23-7065462--Gen Support$25,607
06-1513527--Gen Support$25,281
33-0228558--Gen Support$24,189
82-0560661--Gen Support$23,744
38-6087152--Gen Support$23,591
42-1152989--Gen Support$22,672
31-1393658--Gen Support$22,671
23-7094427--Gen Support$22,387
25-1421153--Gen Support$22,307
72-1621543--Gen Support$22,128
23-7358083--Gen Support$22,086
30-0325375--Gen Support$22,028
51-0669210--Gen Support$22,007
86-0469879--Gen Support$21,934
04-3374500--Gen Support$21,030
04-2103580--Gen Support$20,000
23-7119206--Gen Support$18,297
61-1333979--Gen Support$17,378
47-0667513--Gen Support$16,843
39-1929703--Gen Support$16,809
62-1636928--Gen Support$16,504
74-1660459--Gen Support$16,387
94-3315268--Gen Support$16,225
62-1181717--Gen Support$15,764
63-1064381--Gen Support$15,676
72-0947195--Gen Support$15,395
16-0977751--Gen Support$15,389
23-7069442--Gen Support$15,270
61-1526448--Gen Support$15,169
20-0195946--Gen Support$14,972
59-3213363--Gen Support$14,890
20-3779358--Gen Support$14,871
59-1606008--Gen Support$14,816
59-3405436--Gen Support$14,704
04-3547791--Gen Support$13,693
04-2103580--Gen Support$13,423
38-0892650--Gen Support$13,205
87-0753677--Gen Support$13,180
20-5170662--Gen Support$13,045
85-0454738--Gen Support$12,810
91-1592696--Gen Support$12,649
57-1134283--Gen Support$12,613
26-0659612--Gen Support$12,289
27-0863018--Gen Support$12,271
64-0716591--Gen Support$12,266
58-2055805--Gen Support$12,122
04-3704521--Gen Support$11,451
91-1109930-501(c)(3)Gen Support$10,000
52-1087193-501(c)(3)Gen Support$10,000
38-6007327-501(c)(3)Gen Support$10,000
45-4585989-501(c)(3)Gen Support$8,000
61-1251555-501(c)(3)Gen Support$8,000

International Summary

Offices
6
Employees
93
Spending
$54,234,879

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
Yes
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesMember & Exam Support--$25,857,668
Europe (Including Iceland and Greenland)Program ServicesMember & Exam Support--$22,373,872
Europe (Including Iceland and Greenland)GrantmakingN/a--$1,202,074
East Asia and the PacificGrantmakingN/a--$800,213
North AmericaProgram ServicesMember & Exam Support--$759,589
South AsiaProgram ServicesMember & Exam Support--$740,571
South AmericaProgram ServicesMember & Exam Support--$603,681
North AmericaGrantmakingN/a--$524,380
Middle East and North AfricaProgram ServicesMember & Exam Support--$468,642
South AsiaGrantmakingN/a247$255,522
Middle East and North AfricaGrantmakingN/a--$214,365
Sub-Saharan AfricaProgram ServicesMember & Exam Support--$167,508
Sub-Saharan AfricaGrantmakingN/a--$79,068
Central America and the CaribbeanGrantmakingN/a--$72,096
South AmericaGrantmakingN/a--$39,828
Russia and the Newly Independent StatesGrantmakingN/a--$33,848
Central America and the CaribbeanProgram ServicesMember & Exam Support446$28,025
Russia and the Newly Independent StatesProgram ServicesMember & Exam Support--$13,929
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

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$421,586
Total Nondeductible Lobbying and Political Cost$421,586
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$1,739,161
Society Payable$1,091,086
Transaction Payable$630,563
Unclaimed Property$303,751
Due to Affiliate$6,474
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Lines 6, 7A & 7B

“The classes of membership in cfa institute are regular members, affiliate members, charterholder members, and member societies. Regular members are entitled to one vote on each matter submitted at member meetings. Regular members also have the right to elect the board of governors. The board may have up to two governors who are not regular members. All other governors shall be regular members.”

Part VI, Line 11B

“Form 990 is presented to the audit and risk committee and discussed in detail. In addition, copies are provided to each of the board of governors. These presentations take place prior to filing.”

Part VI, Line 12C

“The conflict of interest statements are collected annually. Staff disclosures may be directed to any member of the legal services group, the compliance officer or member of the audit and risk committee. Governor disclosures may be directed to the cfa institute chair or general counsel. Annual training is provided by the legal services group. All employees acknowledge their understanding and adherence to the code of conduct annually. The restrictions imposed on a person with a conflict vary based on the conflict, the position of the person, and the situation; however, it could include prohibiting a board member from participating in a particular deliberation and/or decision.”

Part VI, Lines 15A & 15B

“The organization used a specialist consulting firm to review market data for the president & ceo, cfo, as well as managing directors at cfa institute. Peer group selection spanned different industry sectors including not-for-profit firms, financial services firms, academia and higher education, and general industry. The not-for-profit peer group selection was based on criteria that included mission, revenue, headcount and global presence. Pay data for this peer group was collected and publicly disclosed by irs form 990s. Data for the other industry sectors was sourced using both third-party survey data and information disclosed on public filings. To ensure ongoing and effective corporate governance,the board of governors utilizes a compensation and governance (cgc) committee. It is comprised of five governors who are independent of the management of cfa institute, and are free of any relationship that would interfere with their exercise of independent judgment. The compensation and governance committee sets the compensation of the ceo and ensures that independent comparative compensation studies are conducted periodically to gauge the competitiveness of executive compensation of cfa institute.”

Part VI, Line 16B

“The organization has been operating under a draft policy during the year covered by this return. The policy has since been approved by management and is pending board approval.”

Part VI, Line 19

“The organization's financial statements, governing documents and the conflict of interest policy are available to the public through the organization's website, www.cfainstitute.org.”

Filing and Contact Details

Filer

EIN
54-1386480
In Care Of
% TIM MCLAUGHLIN
Phone
4349515499

Signing Officer

Name
Paul Smith
Title
President & CEO
Phone
4349515499
Signed
2015-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Smith
Formed
1986
Legal Domicile
Va
Voting Board Members
18
Independent Board Members
17
Employees
1,181
Volunteers
3,400

Preparer

Preparer
Travis L Patton
Phone
4349515499
Supplemental Narrative

Additional Explanations

Part III, Line 4D, Other Program Services

“Cfa institute also developes a variety of programs and services in its service to members and to the global investment community at large. Such programs include the certificate in investment performance measurement (cipm) program, a certification program for professionals that interpret, present and explain investment performance and products, including selections and evaluating investment managers, and the claritas investment certificate; career development services; and other networking-type services designed to faciliate discussion and camaraderie among members.”

Financial Statement Notes

Schedule D, Part X, Line 2

“Cfa institute has performed an evaluation of its unrelated business income and has maintained its tax exempt status. Cfa institute believes that it has adequately provided for all open tax years under the income taxes topic of the fasb asc and has no uncertain tax positions.”

Schedule D, Part XI, Line 4B

“Loss on disposal of assets ($582,620) recoveries of prior year grant $250,000”

Schedule D, Part XII, Line 2D

“Loss on disposal of assets $582,620 recoveries of prior year grant ($250,000)”

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IRS990/Form990PartVIISectionAGrp/PersonNm17SUNIL SINGHANIA CFA
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IRS990/Form990PartVIISectionAGrp/PersonNm26NITIN MEHTA CFA
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN OF THE BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt22MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24GENERAL COUNSEL-EXITED 8/31/14
IRS990/Form990PartVIISectionAGrp/TitleTxt25MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32SENIOR ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33HEAD CFA EXAMINATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt34HEAD PROFESSIONAL EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt35HEAD, CURRICULUM DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt36HEAD, REGULATOR(EXITED 2/2014)
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,018,548
Liabilities
$164,296,435
Net assets
$203,722,113
Revenue
$259,514,989
Expenses
$233,256,561
Net income
$26,258,428
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
Peer Organizations

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