Civic Intelligence

Cfa Institute Research Foundation

990 • Fiscal year 2018 • EIN 54-6063408

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 09, 2019

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$1,189,481

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 105.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

67th percentile

6.9%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$15,492,750

Up $997,122 (+6.9%) from 2017

Net Assets

Up

$15,437,059

Up $992,156 (+6.9%) from 2017

Liabilities

Up

$55,691

Up $4,966 (+9.8%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

Up

$1,130,713

Up $228,723 (+25%) from 2017

Expenses

Up

$686,811

Up $14,133 (+2.1%) from 2017

Net Income

Up

$443,902

Up $214,590 (+94%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2018

Assets$15,492,750
Liabilities$55,691
Net Assets$15,437,059
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$1,130,713
Expenses$686,811
Net Income$443,902
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 9, 2019
Return Version
2017v2.3
Gross Receipts
$1,445,722
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$14,235,866$15,259,469▲ $1,023,603
Inventories for Sale or Use$128,731$164,426▲ $35,695
Cash and Non-Interest-Bearing Accounts$82,760$27,761▼ $54,999
Prepaid Expenses and Deferred Charges$1,400$0▼ $1,400
Accounts Receivable$1,296$184▼ $1,112
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$14,495,628$15,492,750▲ $997,122
Other Assets Total$45,575$40,910▼ $4,665
Liabilities
Accounts Payable and Accrued Expenses$50,725$55,691▲ $4,966
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$50,725$55,691▲ $4,966
Net Assets / Fund Balance
Unrestricted Net Assets$14,444,903$15,437,059▲ $992,156
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$14,444,903$15,437,059▲ $992,156
Total Liabilities and Net Assets / Fund Balance$14,495,628$15,492,750▲ $997,122

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,422,987$49,000▼ $892-$1,322,095
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
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Jessica CritzerSecretary$92,601$92,601
Fred Lebel CfaBoard Member$5,854$5,854

Board Members and Trustees

NameTitle
Joachim Klement Cfa CfpChair
Ted Aronson CfaVice Chair
Bill Fung PhdBoard Member
Diane Garnick CPABoard Member
George R Hoguet Cfa FrmBoard Member
Heather Brilliant CfaBoard Member
Jason Hsu PhdBoard Member
Joanne HillBoard Member
Mauro Miranda CfaBoard Member
Paul Smith CfaBoard Member
Sophie Palmer CfaBoard Member
Vikram Kuriyan Phd CfaBoard Member
Jeffery Bailey CfaBoard Member (emeritus)
Jt Grier CfaBoard Member (emeritus)
Walter V Haslett Jr CfaExecutive Director/board Mbr
Kimball E MaynardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$517,245
Program Service Revenue
$5,806
Investment Income
$607,349
Other Revenue
$313
All Other Contributions
$314,884
Change in Net Assets
$443,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,130,713
Revenue Not Reported on Form 990
$1,201,354
Total Revenue per Audited Statements
$2,332,067
Total Revenue per Form 990
$1,130,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$527,811
Grants and Similar Amounts Paid$159,000
Total Fundraising Expense$6,900
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$165,399$8,486-$173,885
Travel$22,573$76,213-$98,786
Grants to Domestic Individuals$97,500--$97,500
Grants to Domestic Orgs$42,500--$42,500
Fees for Services Accounting-$41,229-$41,229
Payments to Affiliates$9,725$31,185-$40,910
Office Expenses$28,597$4,353-$32,950
Conferences and Meetings$31,326--$31,326
Foreign Grants$19,000--$19,000
Fees for Services Management-$6,910-$6,910
Fees for Services Legal--$4,763$4,763
All Other Expenses-$3,240-$3,240
Other Expenses$203$396$2,137$396
Total Functional Expenses$504,867$175,044$6,900$686,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,339,911
Expenses per Audited Statements$686,811
Total Expenses per Form 990$686,811
Expenses Not Reported on Form 990$653,100
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Humble Productions IncNew York, NY-Research$30,000
Chartered Alternative Invest Analyst AssocAmherst, MA-Research$10,000

International Summary

Spending
$19,000

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
Europe (Including Iceland and Greenland)Grantmaking---$14,500
East Asia and the PacificGrantmaking---$4,500
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
2019-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Smith
Formed
1965
Legal Domicile
Va
Voting Board Members
14
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:173885”

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 and has no uncertain tax positions.”

Raw XML AppendixShowing 400 of 848 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050725
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055691
IRS990/AccountsReceivableGrp/BOYAmt01296
IRS990/AccountsReceivableGrp/EOYAmt0184
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE INDEPENDENT, HIGH QUALITY RESEARCH THAT HELPS INVESTMENT PROFESSIONALS EFFECTIVELY FULFILL THEIR DUTIES WITH PRUDENCE, LOYALTY AND CARE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0314884
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03240
IRS990/AllOtherExpensesGrp/TotalAmt03240
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KIMBALL MAYNARD
IRS990/BooksInCareOfDetail/PhoneNum04349515499
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0915 EAST HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt082760
IRS990/CashNonInterestBearingGrp/EOYAmt027761
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt031326
IRS990/ConferencesMeetingsGrp/TotalAmt031326
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0517245
IRS990/CYGrantsAndSimilarPaidAmt0159000
IRS990/CYInvestmentIncomeAmt0607349
IRS990/CYOtherExpensesAmt0527811
IRS990/CYOtherRevenueAmt0313
IRS990/CYProgramServiceRevenueAmt05806
IRS990/CYRevenuesLessExpensesAmt0443902
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0686811
IRS990/CYTotalFundraisingExpenseAmt06900
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01130713
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0CFA INSTITUTE RESEARCH FOUNDATION SPONSORED, PUBLISHED AND DISTRIBUTED RESEARCH THAT CONTRIBUTED TO THE GLOBAL BODY OF KNOWLEDGE THAT INVESTMENT PROFESSIONALS AROUND THE WORLD USE IN THEIR DAY-TO-DAY PRACTICE. OVER THE PAST YEAR, THE FOUNDATION PUBLISHED: HANDBOOK ON SUSTAINABLE INVESTMENTS, ALTERNATIVE INVESTMENTS: A PRIMER FOR INVESTMENT PROFESSIONALS, EQUITY VALUATION: SCIENCE, ART OR CRAFT?, A PRIMER FOR INVESTMENT TRUSTEES, THE EQUITY RISK PREMIUM, FOUNDATIONS OF HIGH-YIELD ANALYSIS, THE CURRENT STATE OF QUANTITATIVE EQUITY INVESTING, LATIN AMERICAN LOCAL CAPITAL MARKETS, RISK PROFILING AND TOLERANCE: INSIGHTS FOR THE PRIVATE WEALTH MANAGER, RESEARCH FOUNDATION REVIEW 2017, AND RISK TOLERANCE AND CIRCUMSTANCES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0406352
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041229
IRS990/FeesForServicesAccountingGrp/TotalAmt041229
IRS990/FeesForServicesLegalGrp/FundraisingAmt04763
IRS990/FeesForServicesLegalGrp/TotalAmt04763
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06910
IRS990/FeesForServicesManagementGrp/TotalAmt06910
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08486
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0165399
IRS990/FeesForServicesOtherGrp/TotalAmt0173885
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt019000
IRS990/ForeignGrantsGrp/TotalAmt019000
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt052096
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1156785
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1634618
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1722224
IRS990/Form990PartVIISectionAGrp/PersonNm0WALTER V HASLETT JR CFA
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL SMITH CFA
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE GARNICK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE R HOGUET CFA FRM
IRS990/Form990PartVIISectionAGrp/PersonNm4JOACHIM KLEMENT CFA CFP
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON HSU PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6VIKRAM KURIYAN PHD CFA
IRS990/Form990PartVIISectionAGrp/PersonNm7TED ARONSON CFA
IRS990/Form990PartVIISectionAGrp/PersonNm8JOANNE HILL
IRS990/Form990PartVIISectionAGrp/PersonNm9FRED LEBEL CFA
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER BRILLIANT CFA
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL FUNG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm12MAURO MIRANDA CFA
IRS990/Form990PartVIISectionAGrp/PersonNm13SOPHIE PALMER CFA
IRS990/Form990PartVIISectionAGrp/PersonNm14JEFFERY BAILEY CFA
IRS990/Form990PartVIISectionAGrp/PersonNm15JT GRIER CFA
IRS990/Form990PartVIISectionAGrp/PersonNm16KIMBALL E MAYNARD
IRS990/Form990PartVIISectionAGrp/PersonNm17JESSICA CRITZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0305426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11032696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt95854
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16219979
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1770377
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR/BOARD MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER (EMERITUS)
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER (EMERITUS)
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0250491
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt074000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt097500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt097500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt042500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt042500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0565500
IRS990/GrossReceiptsAmt01445722
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0128731
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0164426
IRS990/InvestmentIncomeGrp/ExclusionAmt0356858
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0356858
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014235866
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015259469
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0315009
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CFA 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.
IRS990/MoreThan5000KToIndividualsInd0true
IRS990/MoreThan5000KToOrgInd0true
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014444903
IRS990/NetAssetsOrFundBalancesEOYAmt015437059
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0250491
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0250491
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0548254
IRS990/NoncashContributionsAmt04204
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04353
IRS990/OfficeExpensesGrp/ProgramServicesAmt028597
IRS990/OfficeExpensesGrp/TotalAmt032950
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045575
IRS990/OtherAssetsTotalGrp/EOYAmt040910
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRODUCT MERCHANDISE COSTS
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP & PROFESSIONAL DUES
IRS990/OtherExpensesGrp/FundraisingAmt02137
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13012
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2396
IRS990/OtherExpensesGrp/ProgramServicesAmt088044
IRS990/OtherExpensesGrp/ProgramServicesAmt1203
IRS990/OtherExpensesGrp/TotalAmt088044
IRS990/OtherExpensesGrp/TotalAmt12360
IRS990/OtherExpensesGrp/TotalAmt23012
IRS990/OtherExpensesGrp/TotalAmt3396
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt031185
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt09725
IRS990/PaymentsToAffiliatesGrp/TotalAmt040910
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Paul Smith
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05806
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 2017-2018 ACADEMIC YEAR THE FUNDS WERE AWARDED TO 16 QUALIFIED INDIVIDUALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt098515
IRS990/ProgSrvcAccomActy2Grp/GrantAmt085000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0538410
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0137000
IRS990/PYInvestmentIncomeAmt0345706
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0535678
IRS990/PYOtherRevenueAmt0578
IRS990/PYProgramServiceRevenueAmt017296
IRS990/PYRevenuesLessExpensesAmt0229312
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0672678
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0901990
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0443902
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,492,750
Liabilities
$55,691
Net assets
$15,437,059
Revenue
$1,130,713
Expenses
$686,811
Net income
$443,902
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $10M-$25M nonprofits