Civic Intelligence

Cfa Institute Research Foundation

990 • Fiscal year 2020 • EIN 54-6063408

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 08, 2021

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.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.06x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$522,141

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

60th percentile

10%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$17,228,240

Up $1,631,278 (+10%) from 2019

Net Assets

Up

$17,154,103

Up $1,708,624 (+11%) from 2019

Liabilities

Down

$74,137

Down $77,346 (-51%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin71st percentile

Revenue

Up

$1,144,692

Up $235,915 (+26%) from 2019

Expenses

Up

$976,692

Up $177,633 (+22%) from 2019

Net Income

Up

$168,000

Up $58,282 (+53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$17,228,240
Liabilities$74,137
Net Assets$17,154,103
Open 2020 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

2020

Revenue$1,144,692
Expenses$976,692
Net Income$168,000
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 8, 2021
Return Version
2019v5.2
Gross Receipts
$1,492,988
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 and care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,322,951$16,853,657▲ $1,530,706
Cash and Non-Interest-Bearing Accounts$76,691$74,239▼ $2,452
Inventories for Sale or Use$195,445$22,196▼ $173,249
Prepaid Expenses and Deferred Charges$1,795$0▼ $1,795
Accounts Receivable$80$150▲ $70
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$15,596,962$17,228,240▲ $1,631,278
Other Assets Total$0$277,998▲ $277,998
Liabilities
Accounts Payable and Accrued Expenses$151,483$74,137▼ $77,346
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$151,483$74,137▼ $77,346
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,445,479$17,154,103▲ $1,708,624
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$15,445,479$17,154,103▲ $1,708,624
Total Liabilities and Net Assets / Fund Balance$15,596,962$17,228,240▲ $1,631,278

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,239,495$111,005▲ $4,300-$1,180,300
2018$1,322,095$41,000▲ $9,400-$1,239,495
2017$1,422,987$49,000▼ $892-$1,322,095
2016$1,470,766$30,000▲ $721-$1,422,987
2015$1,532,771-▲ $15,745-$1,470,766
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Jessica LawsonSecretary$93,401$93,401

Board Members and Trustees

NameTitle
Ted Aronson CfaChair
Joanne Hill PhdVice Chair
Aaron Low CfaBoard Member
Bill Fung PhdBoard Member
Daniel Gamba CfaBoard Member
Dave Uduanu CFABoard Member
Heather Brilliant CfaBoard Member
Joachim Klement Cfa CfpBoard Member
Lotta Moberg CfaBoard Member
Marg Franklin CfaBoard Member
Mauro Miranda CfaBoard Member
Sophie Palmer CfaBoard Member
Vikram Kuriyan Phd CfaBoard Member
Walter V Haslett Jr CfaExecutive Director/board Mbr
Kimball E MaynardTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Moon Communications IncResearch Services1229 Maple Avenue, Wilmette, IL 60091$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$713,861
Program Service Revenue
$5,578
Investment Income
$425,059
Other Revenue
$194
All Other Contributions
$282,661
Change in Net Assets
$168,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,144,692
Revenue Not Reported on Form 990
$2,116,494
Total Revenue per Audited Statements
$3,261,186
Total Revenue per Form 990
$1,144,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$802,220
Grants and Similar Amounts Paid$174,472
Total Fundraising Expense$3,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$175,999--$175,999
Grants to Domestic Individuals$149,500--$149,500
Travel$111,993--$111,993
Payments to Affiliates-$42,730-$42,730
Fees for Services Accounting-$40,950-$40,950
Foreign Grants$24,972--$24,972
Office Expenses$6,105$9,007-$15,112
Advertising$6,699--$6,699
Fees for Service Investment Mgmnt Fees-$5,125-$5,125
Fees for Services Legal--$3,030$3,030
Information Technology-$1,872-$1,872
Other Expenses$711--$711
Occupancy$105--$105
Total Functional Expenses$873,978$99,684$3,030$976,692

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,552,562
Expenses per Audited Statements$976,692
Total Expenses per Form 990$976,692
Expenses Not Reported on Form 990$575,870
International Activity

International Summary

Spending
$24,972

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---$14,000
Sub-Saharan AfricaGrantmaking---$10,972
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, 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.”

Form 990, Part VI, Line 11B

“Form 990 is 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.”

Form 990, Part VI, Line 12

“Conflict of interest statements are collected annually. Employee and board of governors disclosures are directed to the chief compliance officer. The conflict of interest policy provides various avenues for reporting, including anyone wishing to escalate concerns directly to the risk committee chair. Compliance training on the code of conduct, including on conflicts of interest, is required for all new employees and ongoing annually. All employees acknowledge their understanding and adherence to policy within the code of conduct annually. The restrictions imposed on a person with a conflict vary based on the nature of the conflict and the situation; however, resolution of a conflict could include prohibiting a board member from participating in a particular deliberation and/or decision.”

Form 990, 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
Marg Franklin - Cfa Inst Pres CEO
Title
& Resrch Fdn Bd Mem
Phone
4349515499
Signed
2021-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marg Franklin
Formed
1965
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Kpmg Llp
Address
8350 Broad Street Suite 900, McLean, VA 22102
Preparer
JG White
Phone
7032868000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

“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. FORM 990, PART III, LINE 4A OVER THE PAST YEAR, THE FOUNDATION Published: Secure Retirement: Connecting Financial Theory and Human Behavior, The Productivity Puzzle: Restoring Economic Dynamism, African Capital Markets: Challenges and Opportunities, Behavioral Finance: The Second Generation, Performance Attribution: History and Progress, ETFs and Systemic Risks, Research Foundation Review 2019, The VIX Index and Volatility-Based Global Indexes and Trading Instruments, ESG and Responsible Institutional Investing Around the World: A Critical Review, Robert C. Merton and the Science of Finance: A Collection, Is There a Retirement Crisis? An Exploration of the Current Debate, Artificial Intelligence in Asset Management, Stocks, Bonds, Bills, and Inflation (SBBI): 2020 Summary Edition”

Form 990 Part IX Line 11G

“Description:consulting total fees:155999”

Form 990 Part IX Line 11G

“Description:subscription services total fees:20000”

Financial Statement Notes

Schedule D, 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 grants in the statements of financial position.”

Schedule D, 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 798 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/BOYAmt0151483
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt074137
IRS990/AccountsReceivableGrp/BOYAmt080
IRS990/AccountsReceivableGrp/EOYAmt0150
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide independent, high quality research that helps investment professionals effectively fulfill their duties with prudence and care.
IRS990/AdvertisingGrp/ProgramServicesAmt06699
IRS990/AdvertisingGrp/TotalAmt06699
IRS990/AllOtherContributionsAmt0282661
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt076691
IRS990/CashNonInterestBearingGrp/EOYAmt074239
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0120000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01229 Maple Avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WILMETTE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060091
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Blue Moon Communications Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Research Services
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0713861
IRS990/CYGrantsAndSimilarPaidAmt0174472
IRS990/CYInvestmentIncomeAmt0425059
IRS990/CYOtherExpensesAmt0802220
IRS990/CYOtherRevenueAmt0194
IRS990/CYProgramServiceRevenueAmt05578
IRS990/CYRevenuesLessExpensesAmt0168000
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0976692
IRS990/CYTotalFundraisingExpenseAmt03030
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01144692
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MEMBER VALUE PROGRAMS: CFA 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. SEE SCHEDULE O FOR MORE DETAILS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0791478
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040950
IRS990/FeesForServicesAccountingGrp/TotalAmt040950
IRS990/FeesForServicesLegalGrp/FundraisingAmt03030
IRS990/FeesForServicesLegalGrp/TotalAmt03030
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0175999
IRS990/FeesForServicesOtherGrp/TotalAmt0175999
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05125
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05125
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt024972
IRS990/ForeignGrantsGrp/TotalAmt024972
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.0
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/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012026
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154132
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt233385
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt324180
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/PersonNm0MARG FRANKLIN CFA
IRS990/Form990PartVIISectionAGrp/PersonNm1WALTER V HASLETT JR CFA
IRS990/Form990PartVIISectionAGrp/PersonNm2KIMBALL E MAYNARD
IRS990/Form990PartVIISectionAGrp/PersonNm3JESSICA LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER BRILLIANT CFA
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL GAMBA CFA
IRS990/Form990PartVIISectionAGrp/PersonNm6JOACHIM KLEMENT CFA CFP
IRS990/Form990PartVIISectionAGrp/PersonNm7VIKRAM KURIYAN PHD CFA
IRS990/Form990PartVIISectionAGrp/PersonNm8TED ARONSON CFA
IRS990/Form990PartVIISectionAGrp/PersonNm9JOANNE HILL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL FUNG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm11MAURO MIRANDA CFA
IRS990/Form990PartVIISectionAGrp/PersonNm12SOPHIE PALMER CFA
IRS990/Form990PartVIISectionAGrp/PersonNm13LOTTA MOBERG CFA
IRS990/Form990PartVIISectionAGrp/PersonNm14Dave Uduanu CFA
IRS990/Form990PartVIISectionAGrp/PersonNm15AARON LOW CFA
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/ReportableCompFromRltdOrgAmt0510115
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1301267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2208743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt369221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR/BOARD MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt086704
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt091972
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0149500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0149500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0435000
IRS990/GrossReceiptsAmt01492988
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01872
IRS990/InformationTechnologyGrp/TotalAmt01872
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0195445
IRS990/InventoriesForSaleOrUseGrp/EOYAmt022196
IRS990/InvestmentIncomeGrp/ExclusionAmt0338355
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0338355
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015322951
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016853657
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0348296
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 FOUNDATION'S MISSION IS TO PROVIDE INDEPENDENT, HIGH-QUALITY RESEARCH THAT HELPS INVESTMENT PROFESSIONALS EFFECTIVELY FULFILL THEIR DUTIES WITH PRUDENCE, LOYALTY, AND CARE. SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0true
IRS990/MoreThan5000KToOrgInd0true
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt015445479
IRS990/NetAssetsOrFundBalancesEOYAmt017154103
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt086704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086704
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01540624
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015445479
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017154103
IRS990/NoncashContributionsAmt05016
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0105
IRS990/OccupancyGrp/TotalAmt0105
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09007
IRS990/OfficeExpensesGrp/ProgramServicesAmt06105
IRS990/OfficeExpensesGrp/TotalAmt015112
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0277998
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRODUCT MERCHANDISE COSTS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP & PROF. DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt0397894
IRS990/OtherExpensesGrp/ProgramServicesAmt1711
IRS990/OtherExpensesGrp/TotalAmt0397894
IRS990/OtherExpensesGrp/TotalAmt1711
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt042730
IRS990/PaymentsToAffiliatesGrp/TotalAmt042730
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01795
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Marg Franklin
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05578
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAM: CFA 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 casualities or who themselves were disabled in the attack. During the 2019-2020 academic year, the funds were awarded to 23 qualified individuals.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt082500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt082500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0505604
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0133000
IRS990/PYInvestmentIncomeAmt0399781
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0666059
IRS990/PYOtherRevenueAmt0101
IRS990/PYProgramServiceRevenueAmt03291
IRS990/PYRevenuesLessExpensesAmt0109718
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0799059
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0908777
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0168000
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0431200
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05578
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0194
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0194
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,228,240
Liabilities
$74,137
Net assets
$17,154,103
Revenue
$1,144,692
Expenses
$976,692
Net income
$168,000
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