Civic Intelligence

Cfa Institute Research Foundation

990 • Fiscal year 2022 • EIN 54-6063408

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 27, 2023

Organization ProfileWWW.CFAINSTITUTE.ORG/RESEARCH/FOUNDATION
915 East High StreetCharlottesville, VA 22902-2083

(434) 951-5499

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.04x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$1,319,391

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 36.5% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

240%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$17,781,846

Down $2,892,118 (-14%) from 2021

Net Assets

Down

$17,645,871

Down $2,970,348 (-14%) from 2021

Liabilities

Up

$135,975

Up $78,230 (+135%) from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$3,613,196

Up $2,550,545 (+240%) from 2021

Expenses

Up

$585,333

Up $94,623 (+19%) from 2021

Net Income

Up

$3,027,863

Up $2,455,922 (+429%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$17,781,846
Liabilities$135,975
Net Assets$17,645,871
Open 2022 Filing

Operations Trend

Revenue Growth97th 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

2022

Revenue$3,613,196
Expenses$585,333
Net Income$3,027,863
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 27, 2023
Return Version
2021v4.2
Gross Receipts
$11,549,986
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.

See schedule ocfa 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,385,271$17,574,809▼ $2,810,462
Cash and Non-Interest-Bearing Accounts$197,394$162,187▼ $35,207
Prepaid Expenses and Deferred Charges$8,589$34,167▲ $25,578
Accounts Receivable$100$111▲ $11
Total Assets$20,673,964$17,781,846▼ $2,892,118
Other Assets Total$82,610$10,572▼ $72,038
Liabilities
Accounts Payable and Accrued Expenses$57,745$135,975▲ $78,230
Total Liabilities$57,745$135,975▲ $78,230
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,616,219$17,645,871▼ $2,970,348
Total Net Assets Fund Balance$20,616,219$17,645,871▼ $2,970,348
Total Liabilities and Net Assets / Fund Balance$20,673,964$17,781,846▼ $2,892,118

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,026,300$23,065▲ $5-$955,000
2020$1,180,300$27,025▲ $100-$1,026,300
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
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Jessica LawsonSecretary$91,905$91,905

Board Members and Trustees

NameTitle
Joanne Hill PhdChair
Aaron Low CfaVice Chair
Barbara Mainzer CfaBoard Member
Bill Fung PhdBoard Member
Dave Uduanu CfaBoard Member
Joachim Klement Cfa CfpBoard Member
Kati Eriksson CfaBoard Member
Kingpai Koosakulnirund CfaBoard Member
Lotta Moberg Phd CfaBoard Member
Margaret Franklin CfaBoard Member
Punita Kumar-sinha CfaBoard Member
Ted AronsonBoard Member
Walter V Haslett Jr CfaExecutive Director/board
Kimball E MaynardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$254,501
Program Service Revenue
$2,681
Investment Income
$3,355,748
Other Revenue
$266
All Other Contributions
$250,755
Change in Net Assets
$3,027,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,613,196
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-5,355,411
Total Revenue per Audited Statements
$-1,742,215
Total Revenue per Form 990
$3,613,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$490,963
Grants and Similar Amounts Paid$94,370
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$385,979--$385,979
Grants to Domestic Individuals$57,075--$57,075
Payments to Affiliates$12,400$28,900-$41,300
Office Expenses$24,989$6,523-$31,512
Fees for Services Accounting-$28,215-$28,215
Foreign Grants$21,500--$21,500
Grants to Domestic Orgs$15,795--$15,795
Advertising$2,369--$2,369
Travel$938--$938
Other Expenses$650--$650
Total Functional Expenses$521,695$63,638$0$585,333

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,228,133
Expenses Not Reported on Form 990$642,800
Expenses per Audited Statements$585,333
Total Expenses per Form 990$585,333
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
7937 Duff & Phelps Holdings Corp Dba Kroll LLC Fka Duff & Phelps LLCChicago, IL-Gen Support$15,795

International Summary

Offices
0
Employees
0
Spending
$21,500

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
Yes
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
Middle East & North AfricaGrantmaking-00$6,000
East Asia and the PacificGrantmaking-00$5,499
South AsiaGrantmaking-00$4,001
EuropeGrantmaking-00$2,500
Russia and Neighboring StatesGrantmaking-00$2,500
North AmericaGrantmaking-00$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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, Section A, Line 6

“Cfa institute research foundation has one sole voting member, cfa institute.”

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 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, Section B, Line 11B

“Form 990 is provided to the executive director in detail prior to filing and copies are provided to the finance committee chair, executive director and each member of the board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements are collected annually from each board of trustee member and officer and compliance training on conflicts of interest and the code of conduct is required for all board members. Any disclosures are directed to the cfa institute chief compliance officer. The restrictions imposed on a person with a conflict vary based on the nature of the conflict and the situation; however, resolution could include prohibiting a board member from participating in a particular deliberation and/or decision.”

Form 990, Part VI, Section C, 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
Phone
4349515499
Address
915 EAST HIGH STREET, CHARLOTTESVILLE, VA 22902-2083

Signing Officer

Name
Margaret Franklin Cfa Inst Pres
Title
& CEO & Resrch Fdn Bd Mem
Phone
4349515499
Signed
2023-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Franklin
Formed
1965
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Kpmg Llp
Address
8350 BROAD STREET SUITE 900, MCLEAN, VA 22102
Preparer
Brian Kearns
Phone
7032868000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

“Member 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. The foundation also offered complimentary access to investment information services for investment professionals, including cfa institute members. Over the past year, the foundation published: i. Valuation handbook - international guide to cost of capital: 2021 summary edition ii. Puzzles of inflation, money, and debt: applying the fiscal theory of the price level iii. Investment luminaries and their insights: 25 years of the research foundation vertin award iv. Stock buyback motivations and consequences: a literature review v. Managing material risk vi. Middle east capital markets: challenges and opportunities”

FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE:

“Scholarship 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 2021-2022 academic year, the funds were awarded to 12 qualified individuals. During the year ended 31 august 2022, the final scholarships were awarded and the scholarship fund was closed.”

Form 990, Part IX, Line 11G

“Professional and contract services: program service expenses 385,979. Management and general expenses 0. Fundraising expenses 0. Total expenses 385,979.”

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. During the year ended 31 august 2022, the final scholarships were awarded and the scholarship fund was closed. 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. The amount of committed and unpaid grants is designated as net assets in the statements of financial position.”

PART X, LINE 2:

“The foundation has performed an evaluation of its tax position 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 761 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.

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IRS990/MissionDesc0SEE SCHEDULE OCFA 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. 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.
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IRS990/PrincipalOfficerNm0MARGARET FRANKLIN
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01062651
IRS990/QuidProQuoContributionsInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CFA 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. DURING THE YEAR ENDED 31 AUGUST 2022, THE FINAL SCHOLARSHIPS WERE AWARDED AND THE SCHOLARSHIP FUND WAS CLOSED. 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. THE AMOUNT OF COMMITTED AND UNPAID GRANTS IS DESIGNATED AS NET ASSETS IN THE STATEMENTS OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS PERFORMED AN EVALUATION OF ITS TAX POSITION 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,781,846
Liabilities
$135,975
Net assets
$17,645,871
Revenue
$3,613,196
Expenses
$585,333
Net income
$3,027,863
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