Civic Intelligence

Cfa Virginia

990EZ • Fiscal year 2021 • EIN 54-1429832

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

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

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.02x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

69%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$334,021

Up $79,871 (+31%) from 2020

Net Assets

Up

$331,856

Up $77,706 (+31%) from 2020

Liabilities

Up

$2,165

Up $2,165 from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Down

$112,822

Down $12,312 (-9.8%) from 2020

Expenses

Down

$35,116

Down $66,927 (-66%) from 2020

Net Income

Up

$77,706

Up $54,615 (+237%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$334,021
Liabilities$2,165
Net Assets$331,856
Open 2021 Filing

Operations Trend

Revenue Growth34th 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

2021

Revenue$112,822
Expenses$35,116
Net Income$77,706
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$112,822
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.

Program Services

DescriptionGrantsExpenses
THE VIRGINIA CFA SOCIETY HOLDS APPROXIMATELY TWELVE LUNCH MEETINGS EACH 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 ALL OF THE MEETINGS,INCLUDING THE ANNUAL FORECAST DINNER, WERE HELD VIRTUALLY DUE TO THE PANDEMIC.$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 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
DURING FISCAL YEAR ENDED 6/30/21, CFA VIRGINIA MADE DONATIONS TO THREE LOCAL ORGANIZATIONS; VIRGINIA COUNCIL ON ECONOMIC EDUCATION WHICH PROMOTES PROGRAMS THAT TEACH OUR YOUTH FINANCIAL LITERACY SKILLS, ENTREPRENEURSHIP, AND ECONOMIC EDUCATION; THE COMMUNITY FOUNDATION/COVID RESPONSE FUND; AND FEEDMORE/CENTRAL VIRGINIA FOOD BANK.$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW CULLENPresident And Director-$0--
THOMAS NEUHAUSVice President And Director-$0--
BRENT MORSETreasurer And Director-$0--
VINCE WOODSecretary And Director-$0--
CORY BUNTINGDirector-$0--
CHERYL PAGEDirector-$0--
TED BOOTHDirector-$0--
JOHN ELLISONDirector-$0--
CHIP HUGHEYDirector-$0--
JEAN MCGOWANDirector-$0--
JEFF OMOHUNDRODirector-$0--
ASHBY PRICEDirector-$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
Thomas Neuhaus
Title
President
Phone
8042418411
Signed
2021-11-03
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: SUNTRUST BANK INTEREST. Amount: 5.”

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

“Activity Classification: DONATION. Grantee Name: COVID RESPONSE FUND/COMMUNITY FOUNDATION. Grantee Address: 3409 MOORE STREET RICHMOND, VA 23230. Property Description: CASH. Date of Gift: 07/22/20. Amount Given: 420.”

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

“Activity Classification: DONATION. Grantee Name: FEEDMORE. Grantee Address: 1415 RHOADMILLER STREET RICHMOND, VA 23220. Property Description: CASH. Date of Gift: 07/22/20. Amount Given: 420.”

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

“Activity Classification: DONATION. Grantee Name: VIRGINIA COUNCIL OF ECONOMIC EDUCATION. Grantee Address: 301 W. MAIN STREET RICHMOND, VA 23284. Property Description: CASH. Date of Gift: 06/30/21. Amount Given: 3000. Total included on Form 990-EZ, line 10: 3840.”

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

“Description: MEETING EXPENSES. Amount: 5750. Description: ADVERTISING. Amount: 7251. Description: OFFICE EXPENSES AND OTHER. Amount: 4951. Total to Form 990-EZ, line 16: 17952.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: REFUND OWED. Beg. of Year Amount: 0. End of Year Amount: 2165.”

Raw XML Appendix189 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW CULLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS NEUHAUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENT MORSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VINCE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CORY BUNTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL PAGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN ELLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHIP HUGHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEAN MCGOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEFF OMOHUNDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ASHBY PRICE
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
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IRS990EZ/OrganizationDissolvedEtcInd00
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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 WITHING THE INVESTMENT INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt01300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE VIRGINIA CFA SOCIETY HOLDS APPROXIMATELY TWELVE LUNCH MEETINGS EACH 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 ALL OF THE MEETINGS,INCLUDING THE ANNUAL FORECAST DINNER, WERE HELD VIRTUALLY DUE TO THE PANDEMIC.
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 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DURING FISCAL YEAR ENDED 6/30/21, CFA VIRGINIA MADE DONATIONS TO THREE LOCAL ORGANIZATIONS; VIRGINIA COUNCIL ON ECONOMIC EDUCATION WHICH PROMOTES PROGRAMS THAT TEACH OUR YOUTH FINANCIAL LITERACY SKILLS, ENTREPRENEURSHIP, AND ECONOMIC EDUCATION; THE COMMUNITY FOUNDATION/COVID RESPONSE FUND; AND FEEDMORE/CENTRAL VIRGINIA FOOD BANK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: SUNTRUST BANK INTEREST. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: DONATION. Grantee Name: COVID RESPONSE FUND/COMMUNITY FOUNDATION. Grantee Address: 3409 MOORE STREET RICHMOND, VA 23230. Property Description: CASH. Date of Gift: 07/22/20. Amount Given: 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: DONATION. Grantee Name: FEEDMORE. Grantee Address: 1415 RHOADMILLER STREET RICHMOND, VA 23220. Property Description: CASH. Date of Gift: 07/22/20. Amount Given: 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: DONATION. Grantee Name: VIRGINIA COUNCIL OF ECONOMIC EDUCATION. Grantee Address: 301 W. MAIN STREET RICHMOND, VA 23284. Property Description: CASH. Date of Gift: 06/30/21. Amount Given: 3000. Total included on Form 990-EZ, line 10: 3840.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: MEETING EXPENSES. Amount: 5750. Description: ADVERTISING. Amount: 7251. Description: OFFICE EXPENSES AND OTHER. Amount: 4951. Total to Form 990-EZ, line 16: 17952.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: REFUND OWED. Beg. of Year Amount: 0. End of Year Amount: 2165.
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 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS NEUHAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08042418411
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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ReturnHeader/Filer/EIN0541429832
ReturnHeader/Filer/PhoneNum08042418411
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ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023294
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541065763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN DOLAN & HOLTON LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04435 WATERFRONT DRIVE SUITE 200
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E DOLAN
ReturnHeader/ReturnTs02021-11-10T09:41:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEUHAUS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,021
Liabilities
$2,165
Net assets
$331,856
Revenue
$112,822
Expenses
$35,116
Net income
$77,706
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
2021Detailed filing. Detailed filing data is available for this year.$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