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Employer Identification Number 54-1386480

CFA INSTITUTE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:CFA INSTITUTE
Employer identification number (EIN):54-1386480
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration CFA INSTITUTE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationVirgninia, VA

Organization Overview

Mission StatementTO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
Number of Employees1307
Number of Volunteers6800
Year Formed1986

Organization Governance

Legal DomicileVA
Voting Members - Governing Body18
Voting Members - Independent17

Organization Financials

2023-08-31
Total unrelated business incomeUSD $ 476,706
Net unrelated business incomeUSD $ 195,399
Program Service Revenue from prior yearUSD $ 328,773,914
Program Service Revenue from current yearUSD $ 327,156,040
Investment Income from prior yearUSD $ 15,981,661
Investment Income from current yearUSD $ 19,291,055
Other Revenue from prior yearUSD $ 1,669,768
Other Revenue from current yearUSD $ 13,898,180
Gross receipts from all sourcesUSD $ 361,226,289
Net assets / fund balances at end of fiscal yearUSD $ 397,556,251
Net assets / fund balances at beginning of fiscal yearUSD $ 291,552,844
Total liabilities at end of fiscal yearUSD $ 376,977,607
Total liabilities at beginning of fiscal yearUSD $ 371,824,941
Total assets at end of fiscal yearUSD $ 774,533,858
Total assets at beginning of fiscal yearUSD $ 663,377,785
Revenues less expenses for current yearUSD $ 88,353,978
Revenues less expenses for previous yearUSD $ 68,083,381
Total expenses for current yearUSD $ 271,991,297
Total expenses for previous yearUSD $ 278,732,579
Other expenses in current yearUSD $ 154,628,435
Other expenses in previous yearUSD $ 157,042,669
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 102,328,540
Employee salary and benefits paid in previous yearUSD $ 104,169,159
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 15,034,322
Grants and similar amounts paid in previous yearUSD $ 17,520,751
Total revenue in current fiscal yearUSD $ 360,345,275
Total revenue in previous fiscal yearUSD $ 346,815,960
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 390,617
Total of other revenueUSD $ 13,284,528
2022-08-31
Total unrelated business incomeUSD $ 640,719
Net unrelated business incomeUSD $ 287,938
Program Service Revenue from prior yearUSD $ 276,135,280
Program Service Revenue from current yearUSD $ 328,773,914
Investment Income from prior yearUSD $ 21,984,487
Investment Income from current yearUSD $ 15,981,661
Other Revenue from prior yearUSD $ 1,501,466
Other Revenue from current yearUSD $ 1,669,768
Gross receipts from all sourcesUSD $ 346,931,502
Net assets / fund balances at end of fiscal yearUSD $ 291,552,844
Net assets / fund balances at beginning of fiscal yearUSD $ 312,762,053
Total liabilities at end of fiscal yearUSD $ 371,824,941
Total liabilities at beginning of fiscal yearUSD $ 431,795,371
Total assets at end of fiscal yearUSD $ 663,377,785
Total assets at beginning of fiscal yearUSD $ 744,557,424
Revenues less expenses for current yearUSD $ 68,083,381
Revenues less expenses for previous yearUSD $ 54,551
Total expenses for current yearUSD $ 278,732,579
Total expenses for previous yearUSD $ 299,566,682
Other expenses in current yearUSD $ 157,042,669
Other expenses in previous yearUSD $ 164,590,717
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 104,169,159
Employee salary and benefits paid in previous yearUSD $ 117,464,387
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 17,520,751
Grants and similar amounts paid in previous yearUSD $ 17,511,578
Total revenue in current fiscal yearUSD $ 346,815,960
Total revenue in previous fiscal yearUSD $ 299,621,233
Contributions and grants from current yearUSD $ 390,617
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 920,668
2021-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 164,819,596
Program Service Revenue from current yearUSD $ 276,135,280
Investment Income from prior yearUSD $ 18,781,619
Investment Income from current yearUSD $ 21,984,487
Other Revenue from prior yearUSD $ 1,375,578
Other Revenue from current yearUSD $ 1,501,466
Gross receipts from all sourcesUSD $ 318,128,368
Net assets / fund balances at end of fiscal yearUSD $ 312,762,053
Net assets / fund balances at beginning of fiscal yearUSD $ 262,026,428
Total liabilities at end of fiscal yearUSD $ 431,795,371
Total liabilities at beginning of fiscal yearUSD $ 447,817,461
Total assets at end of fiscal yearUSD $ 744,557,424
Total assets at beginning of fiscal yearUSD $ 709,843,889
Revenues less expenses for current yearUSD $ 54,551
Revenues less expenses for previous yearUSD $ -119,163,304
Total expenses for current yearUSD $ 299,566,682
Total expenses for previous yearUSD $ 304,140,097
Other expenses in current yearUSD $ 164,590,717
Other expenses in previous yearUSD $ 176,202,154
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 117,464,387
Employee salary and benefits paid in previous yearUSD $ 107,195,648
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 17,511,578
Grants and similar amounts paid in previous yearUSD $ 20,742,295
Total revenue in current fiscal yearUSD $ 299,621,233
Total revenue in previous fiscal yearUSD $ 184,976,793
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 816,357
2020-08-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 386,449,309
Program Service Revenue from current yearUSD $ 164,819,596
Investment Income from prior yearUSD $ 28,643,052
Investment Income from current yearUSD $ 18,781,619
Other Revenue from prior yearUSD $ 1,364,629
Other Revenue from current yearUSD $ 1,375,578
Gross receipts from all sourcesUSD $ 253,431,418
Net assets / fund balances at end of fiscal yearUSD $ 262,026,428
Net assets / fund balances at beginning of fiscal yearUSD $ 364,037,441
Total liabilities at end of fiscal yearUSD $ 447,817,461
Total liabilities at beginning of fiscal yearUSD $ 266,090,488
Total assets at end of fiscal yearUSD $ 709,843,889
Total assets at beginning of fiscal yearUSD $ 630,127,929
Revenues less expenses for current yearUSD $ -119,163,304
Revenues less expenses for previous yearUSD $ 50,919,739
Total expenses for current yearUSD $ 304,140,097
Total expenses for previous yearUSD $ 365,537,251
Other expenses in current yearUSD $ 176,202,154
Other expenses in previous yearUSD $ 244,367,599
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 107,195,648
Employee salary and benefits paid in previous yearUSD $ 99,712,197
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 20,742,295
Grants and similar amounts paid in previous yearUSD $ 21,457,455
Total revenue in current fiscal yearUSD $ 184,976,793
Total revenue in previous fiscal yearUSD $ 416,456,990
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 846,913
2019-08-31
Total unrelated business incomeUSD $ 623,378
Net unrelated business incomeUSD $ -12,700
Program Service Revenue from prior yearUSD $ 354,274,605
Program Service Revenue from current yearUSD $ 386,449,309
Investment Income from prior yearUSD $ 14,131,731
Investment Income from current yearUSD $ 28,643,052
Other Revenue from prior yearUSD $ 1,364,171
Other Revenue from current yearUSD $ 1,364,629
Gross receipts from all sourcesUSD $ 538,402,955
Net assets / fund balances at end of fiscal yearUSD $ 364,037,441
Net assets / fund balances at beginning of fiscal yearUSD $ 322,856,901
Total liabilities at end of fiscal yearUSD $ 266,090,488
Total liabilities at beginning of fiscal yearUSD $ 256,449,621
Total assets at end of fiscal yearUSD $ 630,127,929
Total assets at beginning of fiscal yearUSD $ 579,306,522
Revenues less expenses for current yearUSD $ 50,919,739
Revenues less expenses for previous yearUSD $ 32,020,347
Total expenses for current yearUSD $ 365,537,251
Total expenses for previous yearUSD $ 338,068,864
Other expenses in current yearUSD $ 244,367,599
Other expenses in previous yearUSD $ 219,159,739
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 99,712,197
Employee salary and benefits paid in previous yearUSD $ 103,151,806
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 21,457,455
Grants and similar amounts paid in previous yearUSD $ 15,757,319
Total revenue in current fiscal yearUSD $ 416,456,990
Total revenue in previous fiscal yearUSD $ 370,089,211
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 318,704
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 825,602
2018-08-31
Total unrelated business incomeUSD $ 586,696
Net unrelated business incomeUSD $ 73,607
Program Service Revenue from prior yearUSD $ 310,654,368
Program Service Revenue from current yearUSD $ 354,274,605
Investment Income from prior yearUSD $ 9,336,404
Investment Income from current yearUSD $ 14,131,731
Other Revenue from prior yearUSD $ 1,647,698
Other Revenue from current yearUSD $ 1,364,171
Gross receipts from all sourcesUSD $ 370,140,224
Net assets / fund balances at end of fiscal yearUSD $ 322,856,901
Net assets / fund balances at beginning of fiscal yearUSD $ 282,237,386
Total liabilities at end of fiscal yearUSD $ 256,449,621
Total liabilities at beginning of fiscal yearUSD $ 245,191,228
Total assets at end of fiscal yearUSD $ 579,306,522
Total assets at beginning of fiscal yearUSD $ 527,428,614
Revenues less expenses for current yearUSD $ 32,020,347
Revenues less expenses for previous yearUSD $ 18,407,727
Total expenses for current yearUSD $ 338,068,864
Total expenses for previous yearUSD $ 303,230,743
Other expenses in current yearUSD $ 219,159,739
Other expenses in previous yearUSD $ 191,454,347
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 103,151,806
Employee salary and benefits paid in previous yearUSD $ 98,143,533
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 15,757,319
Grants and similar amounts paid in previous yearUSD $ 13,632,863
Total revenue in current fiscal yearUSD $ 370,089,211
Total revenue in previous fiscal yearUSD $ 321,638,470
Contributions and grants from current yearUSD $ 318,704
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 866,772
2017-08-31
Total unrelated business incomeUSD $ 644,706
Net unrelated business incomeUSD $ 10,227
Program Service Revenue from prior yearUSD $ 281,529,553
Program Service Revenue from current yearUSD $ 310,654,368
Investment Income from prior yearUSD $ 1,883,628
Investment Income from current yearUSD $ 9,336,404
Other Revenue from prior yearUSD $ 1,231,503
Other Revenue from current yearUSD $ 1,647,698
Gross receipts from all sourcesUSD $ 322,775,676
Net assets / fund balances at end of fiscal yearUSD $ 282,237,386
Net assets / fund balances at beginning of fiscal yearUSD $ 241,806,970
Total liabilities at end of fiscal yearUSD $ 245,191,228
Total liabilities at beginning of fiscal yearUSD $ 211,603,552
Total assets at end of fiscal yearUSD $ 527,428,614
Total assets at beginning of fiscal yearUSD $ 453,410,522
Revenues less expenses for current yearUSD $ 18,407,727
Revenues less expenses for previous yearUSD $ 13,869,314
Total expenses for current yearUSD $ 303,230,743
Total expenses for previous yearUSD $ 270,775,370
Other expenses in current yearUSD $ 191,454,347
Other expenses in previous yearUSD $ 166,774,788
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 98,143,533
Employee salary and benefits paid in previous yearUSD $ 92,419,940
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 13,632,863
Grants and similar amounts paid in previous yearUSD $ 11,580,642
Total revenue in current fiscal yearUSD $ 321,638,470
Total revenue in previous fiscal yearUSD $ 284,644,684
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 1,126,047
2016-08-31
Total unrelated business incomeUSD $ 567,826
Net unrelated business incomeUSD $ 72,631
Program Service Revenue from prior yearUSD $ 258,794,215
Program Service Revenue from current yearUSD $ 281,529,553
Investment Income from prior yearUSD $ 12,554,904
Investment Income from current yearUSD $ 1,883,628
Other Revenue from prior yearUSD $ 1,145,540
Other Revenue from current yearUSD $ 1,231,503
Gross receipts from all sourcesUSD $ 375,424,254
Net assets / fund balances at end of fiscal yearUSD $ 241,806,970
Net assets / fund balances at beginning of fiscal yearUSD $ 208,544,634
Total liabilities at end of fiscal yearUSD $ 211,603,552
Total liabilities at beginning of fiscal yearUSD $ 181,143,737
Total assets at end of fiscal yearUSD $ 453,410,522
Total assets at beginning of fiscal yearUSD $ 389,688,371
Revenues less expenses for current yearUSD $ 13,869,314
Revenues less expenses for previous yearUSD $ 33,581,413
Total expenses for current yearUSD $ 270,775,370
Total expenses for previous yearUSD $ 238,913,246
Other expenses in current yearUSD $ 166,774,788
Other expenses in previous yearUSD $ 146,549,927
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 92,419,940
Employee salary and benefits paid in previous yearUSD $ 85,925,594
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 11,580,642
Grants and similar amounts paid in previous yearUSD $ 6,437,725
Total revenue in current fiscal yearUSD $ 284,644,684
Total revenue in previous fiscal yearUSD $ 272,494,659
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 945,709
2015-08-31
Total unrelated business incomeUSD $ 786,850
Net unrelated business incomeUSD $ 147,709
Program Service Revenue from prior yearUSD $ 239,880,621
Program Service Revenue from current yearUSD $ 258,794,215
Investment Income from prior yearUSD $ 14,872,430
Investment Income from current yearUSD $ 12,554,904
Other Revenue from prior yearUSD $ 4,761,938
Other Revenue from current yearUSD $ 1,145,540
Gross receipts from all sourcesUSD $ 301,338,262
Net assets / fund balances at end of fiscal yearUSD $ 208,544,634
Net assets / fund balances at beginning of fiscal yearUSD $ 203,722,113
Total liabilities at end of fiscal yearUSD $ 181,143,737
Total liabilities at beginning of fiscal yearUSD $ 164,296,435
Total assets at end of fiscal yearUSD $ 389,688,371
Total assets at beginning of fiscal yearUSD $ 368,018,548
Revenues less expenses for current yearUSD $ 33,581,413
Revenues less expenses for previous yearUSD $ 26,258,428
Total expenses for current yearUSD $ 238,913,246
Total expenses for previous yearUSD $ 233,256,561
Other expenses in current yearUSD $ 146,549,927
Other expenses in previous yearUSD $ 144,422,201
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 85,925,594
Employee salary and benefits paid in previous yearUSD $ 82,464,727
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 6,437,725
Grants and similar amounts paid in previous yearUSD $ 6,369,633
Total revenue in current fiscal yearUSD $ 272,494,659
Total revenue in previous fiscal yearUSD $ 259,514,989
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 844,389

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 541386480

USA Mailing Address
915 EAST HIGH STREET
CHARLOTTESVILLE
VA
22902
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Mailing Address
560 RAY C HUNT DR
CHARLOTTESVILLE
VA
229032981
Date first seen: 2010-07-29
Date last seen: 2013-07-31
USA Mailing Address
560 RAY C. HUNT DRIVE
CHARLOTTESVILLE
VA
22903
Date first seen: 2008-08-01
Date last seen: 2024-07-31
USA Location Address
560 RAY C HUNT DRIVE
CHARLOTTESVILLE
VA
22903
Date first seen: 2008-08-01
Date last seen: 2024-07-31
USA Mailing Address
PO BOX 2083
CHARLOTTESVILLE
VA
229022083
Date first seen: 2015-07-14
Date last seen: 2023-06-28

The following addresses have been found in other jurisdictions:

Jurisdiction:New York Department of State
Address:
80 STATE STREET
ALBANY
12207-2543
Jurisdiction Company ID:5026289
Jurisdiction Registration Date:2016-10-20
Jurisdiction:
Address:
VIRGINIA, U.S.A. / Seventh Floor, 67 Lombard Street, London EC3V 9LJ
Jurisdiction Company ID:
Jurisdiction Registration Date:

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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