Liabilities / Assets
45th percentile
Tied with the lowest-debt nonprofits in its peer group.
Cfa Virginia
990EZ • Fiscal year 2024 • EIN 54-1429832
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
45th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Flat$395,078
Flat from 2024
Net Assets
$395,078
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Flat$129,181
Flat from 2024
Expenses
Flat$117,820
Flat from 2024
Net Income
Flat$11,361
Flat from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Nov 5, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $129,181
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
| Description | Grants | Expenses |
|---|---|---|
| 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, FIFTEEN OF THE MEETINGS WERE HELD IN-PERSON AND TWO WERE HELD VIRTUALLY. | $0 | $0 |
| THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBRUARY 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ASHBY W PRICE | President/Chair | PT | $0 | - | - |
| JOHN D ELLISON | Vice President/Chair/Treasurer | - | $0 | - | - |
| TYSON PETERSON | Secretary | - | $0 | - | - |
| THOMAS NEUHAUS | Board Member/Director | - | $0 | - | - |
| MATTHEW H CULLEN | Board Member/Director | - | $0 | - | - |
| WILLIAM CORY BUNTING | Board Member/Director | - | $0 | - | - |
| MARVIN BRENT MORSE | Board Member/Director | - | $0 | - | - |
| JEANMARIE MCGOWAN | Board Member/Director | - | $0 | - | - |
| JEFFREY OMOHUNDRO | Board Member/Director | - | $0 | - | - |
| EDWARD BOOTH | Board Member/Director | - | $0 | - | - |
| HOWARD L HUGHEY | Board Member/Director | - | $0 | - | - |
| JAMES TYLER PUGH | Board 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
- 2024-11-05
- 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: 2296. Description: TREASURY DIRECT INTEREST. Amount: 5242. Total Included on Form 990-EZ, line 4: 7538.”
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: 10/04/23. Amount Given: 2000.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: MEETING EXPENSES. Amount: 67207. Description: ADVERTISING. Amount: 1455. Description: OFFICE EXPENSES. Amount: 7766. Description: PAYPAL FEES. Amount: 725. Description: BOARD EXPENSES. Amount: 6657. Description: BANK FEES. Amount: 360. Description: RESEARCH CHALLENGE EXPENSES. Amount: 6777. Total to Form 990-EZ, line 16: 90947.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: TREASURY DIRECT SECURITIES. Beg. of Year Amount: 194758. End of Year Amount: 194960.”
Raw XML Appendix180 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8042418411 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 31441 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | RICHMOND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 23294 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 188959 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 200118 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 39502 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11361 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 24873 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 383717 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 395078 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 129181 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7538 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 50653 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 383717 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 395078 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 383717 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 395078 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ASHBY W PRICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOHN D ELLISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TYSON PETERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | THOMAS NEUHAUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MATTHEW H CULLEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WILLIAM CORY BUNTING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MARVIN BRENT MORSE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JEANMARIE MCGOWAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JEFFREY OMOHUNDRO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | EDWARD BOOTH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | HOWARD L HUGHEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | JAMES TYLER PUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT/CHAIR/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | BOARD MEMBER/DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 194758 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 194960 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 90947 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 31488 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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, FIFTEEN OF THE MEETINGS WERE HELD IN-PERSON AND TWO WERE HELD VIRTUALLY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBRUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | VA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 117820 |
| IRS990EZ/TotalRevenueAmt | 0 | 129181 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.cfasociety.org/virginia |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: TRUIST BANK INTEREST. Amount: 2296. Description: TREASURY DIRECT INTEREST. Amount: 5242. Total Included on Form 990-EZ, line 4: 7538. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: SPONSORSHIP. Grantee Name: UNIVERSITY OF VIRGINIA INVESTMENT CONFERENCE. Property Description: CASH. Date of Gift: 10/04/23. Amount Given: 2000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: MEETING EXPENSES. Amount: 67207. Description: ADVERTISING. Amount: 1455. Description: OFFICE EXPENSES. Amount: 7766. Description: PAYPAL FEES. Amount: 725. Description: BOARD EXPENSES. Amount: 6657. Description: BANK FEES. Amount: 360. Description: RESEARCH CHALLENGE EXPENSES. Amount: 6777. Total to Form 990-EZ, line 16: 90947. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: TREASURY DIRECT SECURITIES. Beg. of Year Amount: 194758. End of Year Amount: 194960. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ASHBY W PRICE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8042418411 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA VIRGINIA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAV |
| ReturnHeader/Filer/EIN | 0 | 541429832 |
| ReturnHeader/Filer/PhoneNum | 0 | 8042418411 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 31441 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RICHMOND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 23294 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 541065763 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARTIN DOLAN & HOLTON LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4435 WATERFRONT DRIVE SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GLEN ALLEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23060 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8043469595 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD E DOLAN |
| ReturnHeader/ReturnTs | 0 | 2024-11-13T08:58:25-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $395,078
- Liabilities
- $0
- Net assets
- $395,078
- Revenue
- $129,181
- Expenses
- $117,820
- Net income
- $11,361