Civic Intelligence

Cfa Virginia

990EZ • Fiscal year 2019 • EIN 54-1429832

Jun 01, 2018 to May 31, 2019 • Filed on Sep 26, 2019

Organization Profilewww.cfasociety.org/virginia
PO Box 31441Richmond, VA 23294

(804) 241-8411

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$165,808

Down $10,989 (-6.2%) from 2018

Net Assets

$165,808

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin17th percentile

Revenue

Down

$72,933

Down $37,418 (-34%) from 2018

Expenses

Up

$83,922

Up $1,068 (+1.3%) from 2018

Net Income

Down

-$10,989

Down $38,486 (-140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2019

Assets$165,808
Liabilities$0
Net Assets$165,808
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$72,933
Expenses$83,922
Net Income-$10,989
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$72,933
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 invesment professionals from around the commonwealth of virginia. 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 HOLDS APPROXIMATELY TWELVE LUNCH MEETINGS EACH YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ON CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE INVESTMENT COMMUNITY.$0$0
THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH JANUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING.$0$0
CFA VIRGINIA AWARDED SCHOLARSHIP GRANTS TO THE VIRGINIA COUNCIL ON ECONOMIC EDUCATION AND TO THE DARDEN SCHOOL FOUNDATION DURING THIS FISCAL YEAR.$0$0
CFA VIRGINIA IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH AN INTERNATIONAL NETWORK OF INVESTMENT PROFESSIONALS.$0$0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORY BUNTINGPresident And Director-$0--
MATTHEW CULLENVice President And Director-$0--
FARLEY SHINERTreasurer And Director-$0--
THOMAS NEUHAUSSecretary And Director-$0--
CHERYL PAGEDirector-$0--
RICHARD WAREDirector-$0--
MATT JOHNSONDirector-$0--
GEORGE CRADDOCKDirector-$0--
JAMES BORGESDirector-$0--
KEN SHEPARDDirector-$0--
BRENT MORSEDirector-$0--
VINCE WOODDirector-$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
Matthew Cullen
Title
President
Phone
8042418411
Signed
2019-09-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: SUNTRUST BANK INTEREST. Amount: 25.”

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

“Activity Classification: SCHOLARSHIP. Grantee Name: DARDEN SCHOOL FOUNDATION. Grantee Address: 100 DARDEN BLVD CHARLOTTESVILLE, VA 22906. Property Description: CASH. Date of Gift: 10/28/18. Amount Given: 2500.”

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

“Activity Classification: SCHOLARSHIP. Grantee Name: VIRGINIA COUNCIL ON ECONOMIC EDUCATION. Grantee Address: VCU, FLOYD AVE RICHMOND, VA 23284. Property Description: CASH. Date of Gift: 05/31/19. Amount Given: 1500. Total included on Form 990-EZ, line 10: 4000.”

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

“Description: MEETING EXPENSES. Amount: 60251. Description: ADVERTISING AND AV. Amount: 4771. Description: OFFICE EXPENSES AND OTHER. Amount: 5883. Description: INVESTMENT RESEARCH CHALLENGE. Amount: 2643. Total to Form 990-EZ, line 16: 73548.”

Raw XML Appendix179 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 31441
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023294
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0176797
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORY BUNTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATTHEW CULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FARLEY SHINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS NEUHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD WARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GEORGE CRADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES BORGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEN SHEPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRENT MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VINCE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt073548
IRS990EZ/OtherRevenueTotalAmt025
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CFA VIRGINIA IS AN ASSOCIATION OF INVESMENT PROFESSIONALS FROM AROUND THE COMMONWEALTH OF VIRGINIA. ITS MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt023858
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE VIRGINIA CFA SOCIETY HOLDS APPROXIMATELY TWELVE LUNCH MEETINGS EACH YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ON CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE INVESTMENT COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH JANUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CFA VIRGINIA AWARDED SCHOLARSHIP GRANTS TO THE VIRGINIA COUNCIL ON ECONOMIC EDUCATION AND TO THE DARDEN SCHOOL FOUNDATION DURING THIS FISCAL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CFA VIRGINIA IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH AN INTERNATIONAL NETWORK OF INVESTMENT PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt083922
IRS990EZ/TotalRevenueAmt072933
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.cfasociety.org/virginia
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: SUNTRUST BANK INTEREST. Amount: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIP. Grantee Name: DARDEN SCHOOL FOUNDATION. Grantee Address: 100 DARDEN BLVD CHARLOTTESVILLE, VA 22906. Property Description: CASH. Date of Gift: 10/28/18. Amount Given: 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: SCHOLARSHIP. Grantee Name: VIRGINIA COUNCIL ON ECONOMIC EDUCATION. Grantee Address: VCU, FLOYD AVE RICHMOND, VA 23284. Property Description: CASH. Date of Gift: 05/31/19. Amount Given: 1500. Total included on Form 990-EZ, line 10: 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: MEETING EXPENSES. Amount: 60251. Description: ADVERTISING AND AV. Amount: 4771. Description: OFFICE EXPENSES AND OTHER. Amount: 5883. Description: INVESTMENT RESEARCH CHALLENGE. Amount: 2643. Total to Form 990-EZ, line 16: 73548.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08042418411
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA VIRGINIA
ReturnHeader/Filer/BusinessNameControlTxt0CFAV
ReturnHeader/Filer/EIN0541429832
ReturnHeader/Filer/PhoneNum08042418411
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31441
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023294
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0363A143F3ADB83487C71525A79EA82FE41EE9B89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B18DEE8FB9D1B778861E200CEF8BE458EA98128
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.253.223.41
ReturnHeader/FilingSecurityInformation/IPDt02019-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:23:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541065763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN DOLAN & HOLTON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04435 WATERFRONT DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08043469595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara A Ebert
ReturnHeader/ReturnTs02019-09-26T09:46:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,808
Liabilities
$0
Net assets
$165,808
Revenue
$72,933
Expenses
$83,922
Net income
-$10,989
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
2019Detailed filing. Detailed filing data is available for this year.$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