Totals
- Total revenue
- $700,911
- Total expenses
- $776,713
- Contributions and grants received
- $120,001
- Grants paid
- $0
- Program service revenue
- $530,840
- Investment income
- $15,990
- Other revenue
- $34,080
- Total assets, end of year
- $564,520
- Total liabilities, end of year
- $110,199
- Net assets or fund balances, end of year
- $454,321
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$120,001
-
2a · Program service revenue: Membership dues
total $281,647 · related or exempt $281,647
-
2b · Program service revenue: Sponsorships
total $199,298 · excluded $199,298
-
2c · Program service revenue: Professional education/networking
total $49,895 · related or exempt $49,895
-
3 · Investment income
total $10,614 · excluded $10,614
-
7a · Gross sales of assets other than inventory
securities $50,000
-
7b · Less cost or other basis and sales expenses
securities $44,624
-
7c · Gain or loss
securities $5,376
-
7d · Net gain or loss
total $5,376 · excluded $5,376
-
11a · Other revenue: Other income
total $34,080 · excluded $34,080
-
11e · Other revenue, total
$34,080
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $194,474
-
7 · Other salaries and wages
total $161,206
-
8 · Pension plan contributions
total $2,596
-
9 · Other employee benefits
total $8,717
-
10 · Payroll taxes
total $25,409
-
11b · Fees: legal
total $3,338
-
11c · Fees: accounting
total $39,110
-
11g · Fees: other
total $20,169
-
12 · Advertising and promotion
total $4,351
-
13 · Office expenses
total $12,275
-
14 · Information technology
total $36,351
-
16 · Occupancy
total $40,925
-
17 · Travel
total $329
-
19 · Conferences, conventions and meetings
total $209,934
-
22 · Depreciation, depletion and amortization
total $9,443
-
24a · Other expenses: Dues and subscriptions
total $4,215
-
24b · Other expenses: Taxes and licenses
total $3,167
-
24c · Other expenses: Other Expenses
total $704
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $108,044 · end of year $81,431
-
4 · Accounts receivable
beginning of year $71,820 · end of year $78,570
-
9 · Prepaid expenses and deferred charges
beginning of year $7,366 · end of year $15,684
-
10a · Land, buildings and equipment: cost or other basis
$52,563
-
10b · Land, buildings and equipment: accumulated depreciation
$35,080
-
10c · Land, buildings and equipment, net
beginning of year $26,926 · end of year $17,483
-
11 · Investments: publicly traded securities
beginning of year $376,798 · end of year $371,352
-
17 · Accounts payable and accrued expenses
beginning of year $25,043 · end of year $17,624
-
19 · Deferred revenue
beginning of year $64,350 · end of year $92,575
-
27 · Net assets without donor restrictions
beginning of year $501,561 · end of year $454,321
Mission and programs · 2023
Mission
To advance members' professional success and facilitate a vibrant, engaged community.
-
CFA Society Washington, DC links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. In the diverse and growing Washington investment community, the society plays a vital role from advocating the highest ethical practices to promoting career opportunities for members.
-
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.
As filed on the 2023 return.
Listed in Part VII
-
Victor Krasij
Chair
- Total calculated
- $0
- Hours/week
- 3
-
Alex Seleznev
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Xin Zhou
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Julie Dellinger
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 2
-
Juan Echeverri
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adela Skenderasi
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Song
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Torguson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen George
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ranjit Pawar
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Scott
CEO
- Total calculated
- $184,564
- From this org
- $175,767
- From related orgs
- $0
- Other
- $8,797
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,000
- Bonus
- $16,767
- Other
- $0
- Deferred
- $5,197
- Nontaxable benefits
- $3,600
- Filer's total
- $184,564
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530799349300313
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