NonprofitsCfa Society Of Washington Dc

Cfa Society Of Washington Dc

ARLINGTON, VA

Total revenue

$701K

Total expenses

$777K

Net assets

$454K

Grants received

$753K

5 grants

EIN

237360649

Tax year

2023

Mission

To advance members' professional success and facilitate a vibrant, engaged community.

Programs

1 program

The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a prerequisite to earning the CFA designation, which is awarded by CFA Institute and has been attained by most Society members.

Financials

FY 2023

Revenue

Contributions & grants$120K
Program service revenue$531K
Investment income$16K
Other revenue$34K
Total revenue$701K

Expenses

Grants paid
Salaries & benefits$392K
Fundraising
Other expenses$384K
Total expenses$777K
Total assets$565K
Net assets$454K

People

11 listed

NameRoleCompensation

Bill Scott

CEO

Board

$176K

40 hrs/wk

Alex Seleznev

Treasurer

Board

2 hrs/wk

Xin Zhou

Secretary

Board

2 hrs/wk

Julie Dellinger

Immediate Past Chair

Board

2 hrs/wk

Juan Echeverri

Director

Board

1 hrs/wk

Victor Krasij

Chair

Board

3 hrs/wk

Christine Song

Director

Board

1 hrs/wk

Ryan Torguson

Director

Board

1 hrs/wk

Kathleen George

Director

Board

1 hrs/wk

Ranjit Pawar

Director

Board

1 hrs/wk

Adela Skenderasi

Director

Board

1 hrs/wk

Independent contractors

Crystal Gateway Marriott

Meeting Venue Services

$105K

Grants received

Showing 5 of 5

FromAmountPurposeYear
$123K
GEN SUPPORT
2023
$146K
GEN SUPPORT
2022
$156K
GEN SUPPORT
2021
$144K
GEN SUPPORT
2020
$184K
GEN SUPPORT
2019

Funded by

$753K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$753K · 5 grants · 2019–2023

Details

EIN237360649
Subsection06
Ruling date1974-08
Formed1967
Employees5
Volunteers25
CFA SOCIETY OF WASHINGTON DC — Mission, Financials & Grants Received | Grantivo