Civic Intelligence

Cfa Society of San Francisco Formerly the Security Analysts of Sf

990 • Fiscal year 2024 • EIN 94-6078576

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 19, 2025

Organization ProfileWWW.CFA-SF.ORG
201 Spear Street No 1100San Francisco, CA 94105

(415) 814-7900

Siviq Scores

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

Liabilities / Assets

56th percentile

0.19x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.26x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-10.0%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$296,998

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

0.1%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,323,304

Down $765 (-0.1%) from 2023

Net Assets

Down

$1,073,685

Down $10,995 (-1.0%) from 2023

Liabilities

Up

$249,619

Up $10,230 (+4.3%) from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin12th percentile

Revenue

Up

$978,760

Up $746 (+0.1%) from 2023

Expenses

Up

$1,076,439

Up $160,900 (+18%) from 2023

Net Income

Down

-$97,679

Down $160,154 (-256%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $940,370Liabilities 2010: $89,605Net Assets 2010: $850,7652010Assets 2011: $1,170,123Liabilities 2011: $134,758Net Assets 2011: $1,035,3652011Assets 2012: $1,033,064Liabilities 2012: $101,973Net Assets 2012: $931,0912012Assets 2013: $1,067,233Liabilities 2013: $139,740Net Assets 2013: $927,4932013Assets 2014: $1,085,952Liabilities 2014: $146,783Net Assets 2014: $939,1692014Assets 2015: $1,169,911Liabilities 2015: $263,441Net Assets 2015: $906,4702015Assets 2016: $1,183,492Liabilities 2016: $271,056Net Assets 2016: $912,4362016Assets 2017: $1,153,777Liabilities 2017: $308,871Net Assets 2017: $844,9062017Assets 2018: $1,131,629Liabilities 2018: $455,969Net Assets 2018: $675,6602018Assets 2019: $1,245,181Liabilities 2019: $392,232Net Assets 2019: $852,9492019Assets 2020: $1,105,643Liabilities 2020: $145,881Net Assets 2020: $959,7622020Assets 2021: $1,365,996Liabilities 2021: $241,288Net Assets 2021: $1,124,7082021Assets 2022: $1,272,591Liabilities 2022: $231,393Net Assets 2022: $1,041,1982022Assets 2023: $1,324,069Liabilities 2023: $239,389Net Assets 2023: $1,084,6802023Assets 2024: $1,323,304Liabilities 2024: $249,619Net Assets 2024: $1,073,6852024Assets 2025: $1,342,184Liabilities 2025: $255,044Net Assets 2025: $1,087,1402025

Highlighted filing

2024

Assets$1,323,304
Liabilities$249,619
Net Assets$1,073,685
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $970,7042010Revenue 2011: $1,070,121Expenses 2011: $973,592Net Income 2011: $96,5292011Revenue 2012: $1,005,333Expenses 2012: $1,101,755Net Income 2012: -$96,4222012Expenses 2013: $1,167,0632013Revenue 2014: $1,144,567Expenses 2014: $1,177,620Net Income 2014: -$33,0532014Revenue 2015: $1,208,721Expenses 2015: $1,219,616Net Income 2015: -$10,8952015Revenue 2016: $1,234,259Expenses 2016: $1,230,411Net Income 2016: $3,8482016Revenue 2017: $1,232,092Expenses 2017: $1,304,730Net Income 2017: -$72,6382017Revenue 2018: $1,571,213Expenses 2018: $1,743,334Net Income 2018: -$172,1212018Revenue 2019: $1,395,515Expenses 2019: $1,234,769Net Income 2019: $160,7462019Revenue 2020: $1,209,561Expenses 2020: $1,112,984Net Income 2020: $96,5772020Revenue 2021: $853,165Expenses 2021: $790,679Net Income 2021: $62,4862021Revenue 2022: $948,273Expenses 2022: $926,420Net Income 2022: $21,8532022Revenue 2023: $978,014Expenses 2023: $915,539Net Income 2023: $62,4752023Revenue 2024: $978,760Expenses 2024: $1,076,439Net Income 2024: -$97,6792024Revenue 2025: $770,346Expenses 2025: $890,982Net Income 2025: -$120,6362025

Highlighted filing

2024

Revenue$978,760
Expenses$1,076,439
Net Income-$97,679
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 19, 2025
Return Version
2023v6.0
Gross Receipts
$1,311,958
Mission and Program Overview

Mission

Cfa society san francisco's mission is to advance bay area investment professionals through education, career development, and community building.

The cfa society of san francisco is a california non-profit which promotes high standards of competence and ethics as embodied in the chartered financial anaylyst (cfa) designation. Cfasf encourages the professional development of its members through continuing education, social interaction and the exchange of investment ideas and information. Cfasf seeks to enhance awareness of the investment profession and cfa designation within the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$960,659$1,019,203▲ $58,544
Cash and Non-Interest-Bearing Accounts$293,544$272,976▼ $20,568
Prepaid Expenses and Deferred Charges$40,498$22,770▼ $17,728
Land, Buildings, and Equipment, Net$9,368$4,605▼ $4,763
Accounts Receivable$20,000$3,750▼ $16,250
Total Assets$1,324,069$1,323,304▼ $765
Liabilities
Deferred Revenue$177,477$181,411▲ $3,934
Accounts Payable and Accrued Expenses$61,912$68,208▲ $6,296
Total Liabilities$239,389$249,619▲ $10,230
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,084,680$1,073,685▼ $10,995
Total Net Assets Fund Balance$1,084,680$1,073,685▼ $10,995
Total Liabilities and Net Assets / Fund Balance$1,324,069$1,323,304▼ $765

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,605$12,901$17,506
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'BRIENCEOFT$252,136$44,862$296,998
Eric GeedeyManaging DirectorFT$122,121$21,061$143,182

Board Members and Trustees

NameTitle
John JordanPast President
Anjie PenaPresident
Sami MesrourVice President
Carolyn MargiottiDirector
Desmond FangDirector
Hui-chien ChangDirector
Jeffery HamrickDirector
Julie BarryDirector
Margaret ReidDirector
Mario ValenteDirector
Mike TrovatioDirector
Raj ManghaniDirector
Kurt BraitbergSecretary
John AilanjianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$939,780
Investment Income
$37,420
Other Revenue
$1,560
Change in Net Assets
$-97,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$699,204
Other Expenses$377,235
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$367,741
Other Salaries and Wages---$256,417
Fees for Services Other---$84,243
Payroll Taxes---$46,394
Other Employee Benefits---$21,167
Advertising---$19,976
Fees for Services Accounting---$16,000
Information Technology---$14,480
Travel---$13,773
Office Expenses---$9,000
Pension Plan Contributions---$7,485
Fees for Service Investment Mgmnt Fees---$6,951
Occupancy---$4,805
Depreciation Depletion---$4,591
Insurance---$2,825
Fees for Services Legal---$850
Other Expenses---$107
Total Functional Expenses$0$0$0$1,076,439
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“The members of the board of directors are elected by the members of the society at the annual meetings.”

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

“The president and/or the treasurer of the board are in charge of reviewing form 990 prior to filing. Only one signature is required. A copy of the tax filing is available to all board members.”

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

“Interested persons are required to disclose potential conflicts before entering into the transaction, or immediately upon learning of the conflict.”

Form 990, Part VI, Section B, Line 15A

“The board of directors reviews the ceo/executive directors' salaries annually.”

Form 990, Part VI, Section C, Line 19

“All governing documents, financial statements and tax returns are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Cfa Society San Francisco
EIN
94-6078576
Phone
4158147900
Address
201 SPEAR STREET NO 1100, SAN FRANCISCO, CA 94105

Signing Officer

Name
Eric Geedey
Title
CEO
Phone
4158147900
Signed
2025-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Geedey
Formed
1967
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
49

Preparer

Firm
Dillwood Burkel & Millar Llp
Address
175 CONCOURSE BOULEVARD SUITE A, SANTA ROSA, CA 95403
Preparer
Lotasha Thomas
Phone
7075778806
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The society determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of june 30, 2024 the society had reviewed its tax positions and had concluded no reserve for uncertain tax positions were required. The society's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for state.”

Raw XML AppendixShowing 400 of 471 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/InvestmentIncomeGrp/TotalRevenueColumnAmt031745
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0960659
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01019203
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012901
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09368
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04605
IRS990/LandBldgEquipCostOrOtherBssAmt017506
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06895
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0326303
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CFA SOCIETY SAN FRANCISCO'S MISSION IS TO ADVANCE BAY AREA INVESTMENT PROFESSIONALS THROUGH EDUCATION, CAREER DEVELOPMENT, AND COMMUNITY BUILDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01084680
IRS990/NetAssetsOrFundBalancesEOYAmt01073685
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05675
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05675
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt086684
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01084680
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01073685
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt04805
IRS990/OfficeExpensesGrp/TotalAmt09000
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021167
IRS990/OtherExpensesGrp/Desc0PROGRAMS AND EVENTS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0194285
IRS990/OtherExpensesGrp/TotalAmt15349
IRS990/OtherExpensesGrp/TotalAmt2107
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt01560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01560
IRS990/OtherRevenueTotalAmt01560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0256417
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt046394
IRS990/PensionPlanContributionsGrp/TotalAmt07485
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040498
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022770
IRS990/PrincipalOfficerNm0ERIC GEEDEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4561300
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4CAREER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1171592
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2152544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt372124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt423391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1171592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2152544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt372124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt423391
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0103058
IRS990/PYOtherExpensesAmt0244179
IRS990/PYOtherRevenueAmt01344
IRS990/PYProgramServiceRevenueAmt0873612
IRS990/PYRevenuesLessExpensesAmt062475
IRS990/PYSalariesCompEmpBnftPaidAmt0671360
IRS990/PYTotalExpensesAmt0915539
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0978014
IRS990/ReconcilationRevenueExpnssAmt0-97679
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04605
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012901
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017506
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2024 THE SOCIETY HAD REVIEWED ITS TAX POSITIONS AND HAD CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS WERE REQUIRED. THE SOCIETY'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04605
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0252136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014862
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE O'BRIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0296998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT AND/OR THE TREASURER OF THE BOARD ARE IN CHARGE OF REVIEWING FORM 990 PRIOR TO FILING. ONLY ONE SIGNATURE IS REQUIRED. A COPY OF THE TAX FILING IS AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWS THE CEO/EXECUTIVE DIRECTORS' SALARIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0541386480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INV. RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0915 EAST HIGH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022902
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0152544
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANT VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CFA INSTITUTE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,323,304
Liabilities
$249,619
Net assets
$1,073,685
Revenue
$978,760
Expenses
$1,076,439
Net income
-$97,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.26$1.09$0.77$0.89$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.25$1.07$0.98$1.08$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.24$1.08$0.98$0.92$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.23$1.04$0.95$0.93$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.24$1.12$0.85$0.79$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.15$0.96$1.21$1.11$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.39$0.85$1.40$1.23$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.46$0.68$1.57$1.74$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.31$0.84$1.23$1.30$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.27$0.91$1.23$1.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.26$0.91$1.21$1.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.15$0.94$1.14$1.18$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.14$0.93$1.17
2012Summary only. Only limited summary data is available for this year.$1.03$0.10$0.93$1.01$1.10$0.10
2011Summary only. Only limited summary data is available for this year.$1.17$0.13$1.04$1.07$0.97$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.09$0.85$0.97