Civic Intelligence

Cfa Virginia

EIN 54-1429832 • 501(c)6 • Richmond, VA

Profile

Cfa virginia is an association of virginia investment professionals. Its mission is to promote the highest standards of ethics, education, and professional excellence withing the investment industry.

PO Box 31441Richmond, VA 23294

www.cfasociety.org/virginia

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-1.6%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$411,423

Up $16,345 (+4.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$411,423

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue50th percentileNet Margin72nd percentile

Revenue

Down

$127,176

Down $2,005 (-1.6%) from 2024

Expenses

Down

$110,831

Down $6,989 (-5.9%) from 2024

Net Income

Up

$16,345

Up $4,984 (+44%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2012: $107,870Liabilities 2012: $02012Assets 2013: $101,437Liabilities 2013: $02013Assets 2014: $104,105Liabilities 2014: $02014Assets 2015: $99,815Liabilities 2015: $02015Assets 2016: $113,892Liabilities 2016: $02016Assets 2017: $149,300Liabilities 2017: $02017Assets 2018: $176,797Liabilities 2018: $02018Assets 2019: $165,808Liabilities 2019: $0Net Assets 2019: $165,8082019Assets 2020: $254,150Liabilities 2020: $0Net Assets 2020: $254,1502020Assets 2021: $334,021Liabilities 2021: $2,165Net Assets 2021: $331,8562021Assets 2022: $377,405Liabilities 2022: $0Net Assets 2022: $377,4052022Assets 2023: $383,717Liabilities 2023: $0Net Assets 2023: $383,7172023Assets 2024: $395,078Liabilities 2024: $02024Assets 2025: $411,423Liabilities 2025: $0Net Assets 2025: $411,4232025

Highlighted filing

2025

Assets$411,423
Liabilities$0
Net Assets$411,423
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $81,655Expenses 2012: $71,105Net Income 2012: $10,5502012Revenue 2013: $100,963Expenses 2013: $83,891Net Income 2013: $17,0722013Revenue 2014: $81,168Expenses 2014: $78,500Net Income 2014: $2,6682014Revenue 2015: $84,558Expenses 2015: $88,848Net Income 2015: -$4,2902015Revenue 2016: $102,760Expenses 2016: $88,684Net Income 2016: $14,0762016Revenue 2017: $128,037Expenses 2017: $92,629Net Income 2017: $35,4082017Revenue 2018: $110,351Expenses 2018: $82,854Net Income 2018: $27,4972018Revenue 2019: $72,933Expenses 2019: $83,922Net Income 2019: -$10,9892019Revenue 2020: $125,134Expenses 2020: $102,043Net Income 2020: $23,0912020Revenue 2021: $112,822Expenses 2021: $35,116Net Income 2021: $77,7062021Revenue 2022: $115,913Expenses 2022: $70,364Net Income 2022: $45,5492022Revenue 2023: $106,972Expenses 2023: $100,660Net Income 2023: $6,3122023Revenue 2024: $129,181Expenses 2024: $117,820Net Income 2024: $11,3612024Revenue 2025: $127,176Expenses 2025: $110,831Net Income 2025: $16,3452025

Highlighted filing

2025

Revenue$127,176
Expenses$110,831
Net Income$16,345
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,423
Liabilities
$0
Net assets
$411,423
Revenue
$127,176
Expenses
$110,831
Net income
$16,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$1.27$1.11$0.16
2024Summary only. Only limited summary data is available for this year.$3.95$0.00$1.29$1.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$1.07$1.01$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$1.16$0.70$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.02$3.32$1.13$0.35$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$1.25$1.02$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.73$0.84$0.11
2018Summary only. Only limited summary data is available for this year.$1.77$0.00$1.10$0.83$0.27
2017Summary only. Only limited summary data is available for this year.$1.49$0.00$1.28$0.93$0.35
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.03$0.89$0.14
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.85$0.89$0.04
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.81$0.79$0.03
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.84$0.17
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.82$0.71$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$127,176
Mission and Program Overview

Mission

Cfa virginia is an association of virginia investment professionals. Its mission is to promote the highest standards of ethics, education, and professional excellence withing the investment industry.

Cfa virginia is an association of virginia investment professionals. Its mission is to promote the highest standards of ethics, education, and professional excellence within the investment industry.

Program Services

DescriptionGrantsExpenses
THE VIRGINIA CFA SOCIETY HELD SEVENTEEN LUNCH MEETINGS THIS YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ABOUT CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE VIRGINIA INVESTMENT COMMUNITY. DURING THE CURRENT FISCAL YEAR, TWELVE OF THE MEETINGS WERE HELD IN-PERSON AND FIVE WERE HELD VIRTUALLY.$0$0
THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING.$0$0
CFA VIRGINIA SOCIETY IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS. ONE OF THE LOCAL/GLOBAL PROGRAMS IN WHICH CFA VIRGINIA PARTICIPATES IS THE "INVESTMENT RESEARCH CHALLENGE." TEAMS FROM VIRGINIA UNIVERSITIES COMPETE TO ADVANCE FROM LOCAL TO REGIONAL TO INTERNATIONAL MATCH UPS. THIS PROGRAM FOSTERS AN INTEREST AMONG COLLEGE STUDENTS IN THE INVESTMENT INDUSTRY AND OF THE CFA DESIGNATION.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHBY W PRICEPresident/ChairPT$0--
JOHN D ELLISONVice President/Chair/Treasurer-$0--
TYSON PETERSONSecretary-$0--
THOMAS NEUHAUSBoard Member/Director-$0--
MATTHEW H CULLENBoard Member/Director-$0--
WILLIAM CORY BUNTINGBoard Member/Director-$0--
JEANMARIE MCGOWANBoard Member/Director-$0--
JEFFREY OMOHUNDROBoard Member/Director-$0--
HOWARD L HUGHEYBoard Member/Director-$0--
JAMES TYLER PUGHBoard Member/Director-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Virginia
EIN
54-1429832
Phone
8042418411
Address
PO BOX 31441, RICHMOND, VA 23294

Signing Officer

Name
Ashby W Price
Title
President
Phone
8042418411
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Martin Dolan & Holton Ltd
Address
4435 WATERFRONT DRIVE SUITE 200, GLEN ALLEN, VA 23060
Preparer
Richard E Dolan
Phone
8043469595
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: truist bank interest. Amount: 1599. Description: treasury direct interest. Amount: 14611. Total included on form 990-ez, line 4: 16210.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: sponsorship. Grantee name: university of virginia investment conference. Property description: cash. Date of gift: 12/06/24. Amount given: 2000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expenses. Amount: 61191. Description: sponsors. Amount: 6471. Description: office expenses. Amount: 15409. Description: paypal fees. Amount: 545. Description: board expenses. Amount: 5979. Total to form 990-ez, line 16: 89595.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: treasury direct securities. Beg. Of year amount: 194960. End of year amount: 195845.”

Raw XML Appendix159 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHBY W PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN D ELLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYSON PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS NEUHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTHEW H CULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM CORY BUNTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEANMARIE MCGOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFFREY OMOHUNDRO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES TYLER PUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/CHAIR/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER/DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CFA VIRGINIA IS AN ASSOCIATION OF VIRGINIA INVESTMENT PROFESSIONALS. ITS MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt021791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE VIRGINIA CFA SOCIETY HELD SEVENTEEN LUNCH MEETINGS THIS YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ABOUT CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE VIRGINIA INVESTMENT COMMUNITY. DURING THE CURRENT FISCAL YEAR, TWELVE OF THE MEETINGS WERE HELD IN-PERSON AND FIVE WERE HELD VIRTUALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CFA VIRGINIA SOCIETY IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS. ONE OF THE LOCAL/GLOBAL PROGRAMS IN WHICH CFA VIRGINIA PARTICIPATES IS THE "INVESTMENT RESEARCH CHALLENGE." TEAMS FROM VIRGINIA UNIVERSITIES COMPETE TO ADVANCE FROM LOCAL TO REGIONAL TO INTERNATIONAL MATCH UPS. THIS PROGRAM FOSTERS AN INTEREST AMONG COLLEGE STUDENTS IN THE INVESTMENT INDUSTRY AND OF THE CFA DESIGNATION.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.CFASOCIETY.ORG/VIRGINIA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TRUIST BANK INTEREST. AMOUNT: 1599. DESCRIPTION: TREASURY DIRECT INTEREST. AMOUNT: 14611. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 16210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SPONSORSHIP. GRANTEE NAME: UNIVERSITY OF VIRGINIA INVESTMENT CONFERENCE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/06/24. AMOUNT GIVEN: 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSES. AMOUNT: 61191. DESCRIPTION: SPONSORS. AMOUNT: 6471. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 15409. DESCRIPTION: PAYPAL FEES. AMOUNT: 545. DESCRIPTION: BOARD EXPENSES. AMOUNT: 5979. TOTAL TO FORM 990-EZ, LINE 16: 89595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: TREASURY DIRECT SECURITIES. BEG. OF YEAR AMOUNT: 194960. END OF YEAR AMOUNT: 195845.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN DOLAN & HOLTON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04435 WATERFRONT DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum08043469595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E DOLAN
ReturnHeader/ReturnTs02025-11-10T14:48:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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