Civic Intelligence

Cfa Institute Research Foundation

990 • Fiscal year 2017 • EIN 54-6063408

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 13, 2018

Organization ProfileWWW.CFAINSTITUTE.ORG/ABOUT/FOUNDATION
PO Box 2083Charlottesville, VA 22902-2083

(434) 951-5499

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.06x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$1,517,931

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 168.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$14,495,628

Up $1,418,215 (+11%) from 2016

Net Assets

Up

$14,444,903

Up $1,377,830 (+11%) from 2016

Liabilities

Up

$50,725

Up $40,385 (+391%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin82nd percentile

Revenue

Up

$901,990

Up $175,567 (+24%) from 2016

Expenses

Up

$672,678

Up $72,613 (+12%) from 2016

Net Income

Up

$229,312

Up $102,954 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$30M$20M$10M$0Assets 2010: $9,764,088Liabilities 2010: $5,620Net Assets 2010: $9,758,4682010Assets 2011: $10,451,363Liabilities 2011: $36,585Net Assets 2011: $10,414,7782011Assets 2012: $10,698,081Liabilities 2012: $9,594Net Assets 2012: $10,688,4872012Assets 2013: $11,407,974Liabilities 2013: $40,945Net Assets 2013: $11,367,0292013Assets 2014: $13,012,697Liabilities 2014: $6,033Net Assets 2014: $13,006,6642014Assets 2015: $12,388,016Liabilities 2015: $8,140Net Assets 2015: $12,379,8762015Assets 2016: $13,077,413Liabilities 2016: $10,340Net Assets 2016: $13,067,0732016Assets 2017: $14,495,628Liabilities 2017: $50,725Net Assets 2017: $14,444,9032017Assets 2018: $15,492,750Liabilities 2018: $55,691Net Assets 2018: $15,437,0592018Assets 2019: $15,596,962Liabilities 2019: $151,483Net Assets 2019: $15,445,4792019Assets 2020: $17,228,240Liabilities 2020: $74,137Net Assets 2020: $17,154,1032020Assets 2021: $20,673,964Liabilities 2021: $57,745Net Assets 2021: $20,616,2192021Assets 2022: $17,781,846Liabilities 2022: $135,975Net Assets 2022: $17,645,8712022Assets 2023: $19,036,392Liabilities 2023: $86,794Net Assets 2023: $18,949,5982023Assets 2024: $21,326,131Liabilities 2024: $119,025Net Assets 2024: $21,207,1062024

Highlighted filing

2017

Assets$14,495,628
Liabilities$50,725
Net Assets$14,444,903
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $507,2962010Expenses 2011: $649,7262011Expenses 2012: $526,7642012Revenue 2013: $680,538Expenses 2013: $573,191Net Income 2013: $107,3472013Revenue 2014: $853,169Expenses 2014: $577,591Net Income 2014: $275,5782014Revenue 2015: $722,531Expenses 2015: $547,774Net Income 2015: $174,7572015Revenue 2016: $726,423Expenses 2016: $600,065Net Income 2016: $126,3582016Revenue 2017: $901,990Expenses 2017: $672,678Net Income 2017: $229,3122017Revenue 2018: $1,130,713Expenses 2018: $686,811Net Income 2018: $443,9022018Revenue 2019: $908,777Expenses 2019: $799,059Net Income 2019: $109,7182019Revenue 2020: $1,144,692Expenses 2020: $976,692Net Income 2020: $168,0002020Revenue 2021: $1,062,651Expenses 2021: $490,710Net Income 2021: $571,9412021Revenue 2022: $3,613,196Expenses 2022: $585,333Net Income 2022: $3,027,8632022Revenue 2023: $902,437Expenses 2023: $620,419Net Income 2023: $282,0182023Revenue 2024: $2,390,616Expenses 2024: $793,993Net Income 2024: $1,596,6232024

Highlighted filing

2017

Revenue$901,990
Expenses$672,678
Net Income$229,312
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 13, 2018
Return Version
2016v3.1
Gross Receipts
$1,116,990
Mission and Program Overview

Mission

Cfa institute research foundations mission is to provide independent, high-quality research that helps investment professionals effectively fulfill their duties with prudence, loyalty and care. The foundation emphasizes research of practical value to investment professionals, while exploring new and challenging topics that provide a unique perspective in the evolving profession of investment management.

To provide independent, high quality research that helps investment professionals effectively fulfill their duties with prudence, loyalty and care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,882,315$14,235,866▲ $1,353,551
Inventories for Sale or Use$96,874$128,731▲ $31,857
Cash and Non-Interest-Bearing Accounts$79,397$82,760▲ $3,363
Prepaid Expenses and Deferred Charges$6,331$1,400▼ $4,931
Accounts Receivable$4,130$1,296▼ $2,834
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$13,077,413$14,495,628▲ $1,418,215
Other Assets Total$8,366$45,575▲ $37,209
Liabilities
Accounts Payable and Accrued Expenses$10,340$50,725▲ $40,385
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$10,340$50,725▲ $40,385
Net Assets / Fund Balance
Unrestricted Net Assets$13,067,073$14,444,903▲ $1,377,830
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$13,067,073$14,444,903▲ $1,377,830
Total Liabilities and Net Assets / Fund Balance$13,077,413$14,495,628▲ $1,418,215

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,470,766$30,000▲ $721$0$1,422,987
2015$1,532,771-▲ $15,745$0$1,470,766
2014$1,634,230-▲ $2,791$0$1,532,771
2013$1,574,843$95,000▲ $39,387$0$1,634,230
2012$1,642,611$3,000▲ $16,732$0$1,574,843
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Jessica CritzerSecretary$54,670$54,670
Renee Kathleen-doyle BlaskyBoard Member$18,400$18,400

Board Members and Trustees

NameTitle
Joachim Klement Cfa CfpChair
John T Grier CfaVice Chair
Beth Hamilton-keen CfaBoard Member
Colin McleanBoard Member
Diane Garnick CPABoard Member
George R Hoguet Cfa FrmBoard Member
Jason Hsu PhdBoard Member
Jeffery V Bailey CfaBoard Member
Joanne HillBoard Member
Paul Smith CfaBoard Member
Ted AronsonBoard Member
Vikram Kuriyan Phd CfaBoard Member
Wayne H WagnerBoard Member
Brian Singer CfaBoard Member (exit 1/2017)
Walter V Haslett Jr CfaExecutive Director/board Mbr
Kimball E MaynardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$538,410
Program Service Revenue
$17,296
Investment Income
$345,706
Other Revenue
$578
All Other Contributions
$308,515
Change in Net Assets
$229,312

Audited Revenue Reconciliation

Revenue per Audited Statements
$901,990
Revenue Not Reported on Form 990
$1,676,018
Total Revenue per Audited Statements
$2,578,008
Total Revenue per Form 990
$901,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$535,678
Grants and Similar Amounts Paid$137,000
Total Fundraising Expense$13,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$188,916$6,999$2,750$198,665
Grants to Domestic Individuals$101,500--$101,500
Travel$15,959$83,234-$99,193
Payments to Affiliates$11,900$37,800-$49,700
Conferences and Meetings$30,390$3,476-$33,866
Fees for Services Accounting-$25,900-$25,900
Office Expenses$15,544$8,532-$24,076
Foreign Grants$23,000--$23,000
Grants to Domestic Orgs$12,500--$12,500
Fees for Services Legal$86-$8,631$8,717
Fees for Services Management-$6,655-$6,655
Information Technology-$1,775-$1,775
Other Expenses$479$675$1,887$675
Advertising$45--$45
All Other Expenses-$10-$10
Total Functional Expenses$484,344$175,066$13,268$672,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,200,178
Expenses per Audited Statements$672,678
Total Expenses per Form 990$672,678
Expenses Not Reported on Form 990$527,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Market Technicians AssocNew York, NY501(c)(6)Research$10,000

International Summary

Spending
$23,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrantmaking---$15,000
Europe (Including Iceland and Greenland)Grantmaking---$3,000
South AmericaGrantmaking---$2,500
North AmericaGrantmaking---$2,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Lines 6, 7A, & 7B

“Cfa institute research foundation has one sole voting member, cfa institute, which has the exclusive right to elect and remove elected trustees.”

Part VI, Line 11B

“Form 990 will be presented to the finance committee chair and executive director in detail. In addition, copies will be provided to each member of the board of trustees. The chair/executive director presentation and provision of copies to the board occur prior to filing.”

Part VI, Line 12

“Cfa institute research foundation has adopted and operates under a written conflict of interest policy established by its sole member, cfa institute. Cfa institute research foundation monitors and enforces compliance with this policy.”

Part VI, Line 19

“The organization's financial statements, governing documents and the cfa institute research foundation's conflict of interest policy are available to the public through the organization's website or upon request.”

Filing and Contact Details

Filer

Filer Name
Cfa Institute Research Foundation
EIN
54-6063408
In Care Of
% KIMBALL MAYNARD
Phone
4349515499
Address
PO BOX 2083, CHARLOTTESVILLE, VA 22902-2083

Signing Officer

Name
Paul Smith - Cfa Inst Pres CEO
Title
& Resrch Fdn Bd Mem
Signed
2018-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Smith
Formed
1965
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
PricewaterhouseCoopers LLP
Address
600 13TH ST NW SUITE 1000, WASHINGTON, DC 20005
Preparer
Travis Patton
Phone
2024141000
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:consulting total fees:198665”

Financial Statement Notes

Part V, Line 4

“Cfa institute research foundation intends to utilize its endowment to support the research activities of the foundation in perpetuity. The 11 september memorial scholarship fund utilizes its funds to provide educational scholarships that benefit survivors and families of the 11 september terrorist attacks. The foundation grants partial initial funding to authors for their proposed research projects. Upon completion and final approval of the research product, the remaining grant funding is paid. During the year ended august 31, 2014, the board approved designating net assets for the amount of committed and unpaid research grants in the statements of financial position.”

Part X, Line 2

“The foundation has performed an evaluation of its tax positions and has maintained its tax-exempt status. The foundation determined that it has adequately provided for all open tax years under the income taxes topic of the fasb asc and has no uncertain tax positions.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER (EXIT 1/2017)
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IRS990/OtherExpensesGrp/Desc3MEMBERSHIP & PROFESSIONAL DUES
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IRS990/ProgSrvcAccomActy2Grp/Desc0CFA INSTITUTE RESEARCH FOUNDATION CONTINUED TO ADMINISTER THE CFA INSTITUTE 11 SEPTEMBER MEMORIAL SCHOLARSHIP FUND, WHICH ANNUALLY AWARDS SCHOLARSHIPS TO STUDENTS PURSUING UNDERGRADUATE EDUCATION IN FINANCE, ECONOMICS, ACCOUNTING OR BUSINESS ETHICS AND WHO ARE EITHER FAMILY OF THE 11 SEPTEMBER 2001 TERRORIST ATTACK CASUALTIES OR WHO THEMSELVES WERE DISABLED IN THE ATTACK. DURING THE 2016-2017 ACADEMIC YEAR THE FUNDS WERE AWARDED TO 16 QUALIFIED INDIVIDUALS.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,495,628
Liabilities
$50,725
Net assets
$14,444,903
Revenue
$901,990
Expenses
$672,678
Net income
$229,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.12$21.2$2.39$0.79$1.60
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.09$18.9$0.90$0.62$0.28
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.14$17.6$3.61$0.59$3.03
2021Detailed filing. Detailed filing data is available for this year.$20.7$0.06$20.6$1.06$0.49$0.57
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.07$17.2$1.14$0.98$0.17
2019Detailed filing. Detailed filing data is available for this year.$15.6$0.15$15.4$0.91$0.80$0.11
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.06$15.4$1.13$0.69$0.44
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.05$14.4$0.90$0.67$0.23
2016Detailed filing. Detailed filing data is available for this year.$13.1$0.01$13.1$0.73$0.60$0.13
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.72$0.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.01$13.0$0.85$0.58$0.28
2013Summary only. Only limited summary data is available for this year.$11.4$0.04$11.4$0.68$0.57$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.01$10.7$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.04$10.4$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$0.01$9.76$0.51