Cfa Virginia

990EZ • Fiscal year 2015 • EIN 54-1429832

Jun 01, 2014 to May 31, 2015

Organization Profile www.cfasociety.org/virginia

Richmond, VA

Siviq Scores

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

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

-5.1%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

No value available

This filing does not contain officer compensation rows.

Source year 2015

-4.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

4.2%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets47th percentile

Assets

Down

$99,815

Down $4,290 (-4.1%) from 2014

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin29th percentile

Revenue

$84,558

Up $3,390 (+4.2%) from 2014

Expenses

$88,848

Up $10,348 (+13%) from 2014

Net Income

Down

-$4,290

Down $6,958 (-261%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2015

Assets$99,815

Liabilities$0

Net Assets-

Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue$84,558

Expenses$88,848

Net Income-$4,290

Open 2015 Filing

Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)

Jump To

Filing Snapshot

Filing Period: Jun 1, 2014 to May 31, 2015

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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing

Assets: $99,815
Liabilities: $0
Net assets: -
Revenue: $84,558
Expenses: $88,848
Net income: -$4,290

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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