Cfa Virginia

990EZ • Fiscal year 2017 • EIN 54-1429832

Jun 01, 2016 to May 31, 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

28%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

No value available

This filing does not contain officer compensation rows.

Source year 2017

31%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

25%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets47th percentile

Assets

$149,300

Up $35,408 (+31%) from 2016

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue47th percentile Net Margin90th percentile

Revenue

$128,037

Up $25,277 (+25%) from 2016

Expenses

$92,629

Up $3,945 (+4.4%) from 2016

Net Income

$35,408

Up $21,332 (+152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

Highlighted filing

2017

Assets$149,300

Liabilities$0

Net Assets-

Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

Highlighted filing

2017

Revenue$128,037

Expenses$92,629

Net Income$35,408

Open 2017 Filing

Filing Detail Status

This 2017 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, 2016 to May 31, 2017

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

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing

Assets: $149,300
Liabilities: $0
Net assets: -
Revenue: $128,037
Expenses: $92,629
Net income: $35,408

	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