- Revenue 2024
- $767,066
- Expenses 2024
- $810,289
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 2611 S CLARK ST STE 600
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
To advance members' professional success and facilitate a vibrant, engaged community.
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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.
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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 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Xin Zhou
Chair
- Total calculated
- $0
- Hours/week
- 3
-
Katherine Molnar
Chair Elect
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen George
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Nathalie Cunningham
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Amy Bartosh
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kurt Schacht
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jim Dowling
Director
- Total calculated
- $0
- Hours/week
- 1
-
Josh Olds
Director
- Total calculated
- $0
- Hours/week
- 1
-
Puja Singh
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Scott
CEO
- Total calculated
- $185,519
- From this org
- $175,767
- From related orgs
- $0
- Other
- $9,752
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,000
- Bonus
- $13,167
- Other
- $3,600
- Deferred
- $6,152
- Nontaxable benefits
- $3,600
- Filer's total
- $185,519
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $767,066
- Expenses
- $810,289
- Contributions
- $134,028
- Grants paid
- $0
-
2023
- Revenue
- $700,911
- Expenses
- $776,713
- Contributions
- $120,001
- Grants paid
- $0
-
2022
- Revenue
- $713,496
- Expenses
- $815,599
- Contributions
- $195,865
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $721,202
- Expenses
- $853,004
- Assets (EOY)
- $712,487
-
2020 · 990
- Revenue
- $536,866
- Expenses
- $570,213
- Assets (EOY)
- $981,081
-
2019 · 990
- Revenue
- $744,589
- Expenses
- $850,535
- Assets (EOY)
- $812,981
-
2018 · 990
- Revenue
- $793,072
- Expenses
- $866,573
- Assets (EOY)
- $928,722
-
2017 · 990
- Revenue
- $656,686
- Expenses
- $652,389
- Assets (EOY)
- $1,005,204
-
2016 · 990
- Revenue
- $643,789
- Expenses
- $608,956
- Assets (EOY)
- $989,741
-
2015 · 990
- Revenue
- $638,833
- Expenses
- $605,074
- Assets (EOY)
- $924,078
-
2014 · 990
- Revenue
- $583,637
- Expenses
- $532,006
- Assets (EOY)
- $883,783
-
2013 · 990
- Revenue
- $564,357
- Expenses
- $533,662
- Assets (EOY)
- $819,246
-
2012 · 990
- Revenue
- not reported
- Expenses
- $483,649
- Assets (EOY)
- $744,532
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$145,597
2022 GEN SUPPORT
-
$123,385
2023 GEN SUPPORT
-
$117,172
2024 GEN SUPPORT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.