CFA INSTITUTE

As filed

Subsection

06

Classification

2000

Street

915 E HIGH ST

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).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• CFA INSTITUTE RESEARCH FOUNDATION

  EIN 54-6063408

• WALTER PAYNE FOUNDATION

  EIN 01-0626611

Mission and programs · 2024

• THE CHARTERED FINANCIAL ANALYST (CFA) PROGRAM: THE ORGANIZATION ADMINISTERS THE CFA PROGRAM, A THREE-LEVEL, EDUCATION AND EXAMINATION PROGRAM COVERING TOPICS ESSENTIAL TO THE INVESTMENT DECISION-MAKING PROCESS. PROGRAM TOPICS FORM THE CANDIDATE BODY OF KNOWLEDGE AND INCLUDE ETHICAL AND PROFESSIONAL STANDARDS, QUANTITATIVE METHODS, ECONOMICS, FINANCIAL STATEMENT REPORTING AND ANALYSIS, CORPORATE FINANCE, EQUITY AND FIXED-INCOME ANALYSIS, ALTERNATIVE INVESTMENTS, DERIVATIVES, PORTFOLIO MANAGEMENT, AND WEALTH PLANNING.

• PROFESSIONAL DEVELOPMENT SERVICES: THE ORGANIZATION PROMOTES LIFELONG LEARNING BY DEVELOPING AND DISSEMINATING A VARIETY OF EDUCATIONAL COURSES AND CERTIFICATES TO INVESTMENT PROFESSIONALS ON TOPICS RELEVANT TO THE PROFESSION, INCLUDING SUSTAINABLE INVESTING CERTIFICATE; CLIMATE RISK, VALUATION AND INVESTING CERTIFICATE, PRIVATE MARKETS AND ALTERNATIVE INVESTMENTS CERTIFICATES, DATA SCIENCE FOR INVESTMENT PROFESSIONS CERTIFICATE, THE CERTIFICATE IN INVESTMENT PERFORMANCE MANAGEMENT, PRIVATE EQUITY CERTIFICATE AND INVESTMENT FOUNDATIONS CERTIFICATE.

• STANDARDS ADVOCACY, AND THOUGHT LEADERSHIP: THE ORGANIZATION IS A LEADING VOICE ON ISSUES OF FAIRNESS, EFFICIENCY, AND INVESTOR PROTECTION IN GLOBAL CAPITAL MARKETS AND PROMOTES HIGH STANDARDS OF ETHICS, INTEGRITY, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT COMMUNITY. THE ORGANIZATION ALSO PROMOTES AND ENFORCES THE CFA INSTITUTE CODE OF ETHICS AND STANDARDS OF PROFESSIONAL CONDUCT. ALL MEMBERS OF THE ORGANIZATION AND CANDIDATES IN THE CFA PROGRAM ARE REQUIRED TO ADHERE TO THIS CODE.

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.

The first 25 listed. 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

  $534,038,687

  Expenses

  $321,585,530

  Contributions

  $0

  Grants paid

  $14,389,805

• 2023

  Revenue

  $462,891,998

  Expenses

  $298,355,244

  Contributions

  $0

  Grants paid

  $15,459,313

• 2022

  Revenue

  $360,345,275

  Expenses

  $271,991,297

  Contributions

  $0

  Grants paid

  $15,034,322

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

  $346,815,960

  Expenses

  $278,732,579

  Assets (EOY)

  $663,377,785

• 2020 · 990

  Revenue

  $299,621,233

  Expenses

  $299,566,682

  Assets (EOY)

  $744,557,424

• 2019 · 990

  Revenue

  $184,976,793

  Expenses

  $304,140,097

  Assets (EOY)

  $709,843,889

• 2018 · 990

  Revenue

  $416,456,990

  Expenses

  $365,537,251

  Assets (EOY)

  $630,127,929

• 2017 · 990

  Revenue

  $370,089,211

  Expenses

  $338,068,864

  Assets (EOY)

  $579,306,522

• 2016 · 990

  Revenue

  $321,638,470

  Expenses

  $303,230,743

  Assets (EOY)

  $527,428,614

• 2015 · 990

  Revenue

  $284,644,684

  Expenses

  $270,775,370

  Assets (EOY)

  $453,410,522

• 2014 · 990

  Revenue

  $272,494,659

  Expenses

  $238,913,246

  Assets (EOY)

  $389,688,371

• 2013 · 990

  Revenue

  $259,514,989

  Expenses

  $233,256,561

  Assets (EOY)

  $368,018,548

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $223,411,699

  Assets (EOY)

  $320,339,200

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

• CFA SOCIETY NEW YORK

  $527,479

  2022 · GEN SUPPORT

• CFA SOCIETY NEW YORK INC

  $459,603

  2024 · GEN SUPPORT

• CFA SOCIETY NEW YORK INC

  $458,061

  2023 · GEN SUPPORT

• CFA SOCIETY BOSTON INC

  $274,734

  2023 · GEN SUPPORT

• CFA SOCIETY BOSTON INC

  $264,417

  2024 · GEN SUPPORT

• CFA SOCIETY CHICAGO

  $248,631

  2024 · GEN SUPPORT

• CFA SOCIETY CHICAGO

  $238,415

  2023 · GEN SUPPORT

• CFA SOCIETY CHICAGO

  $232,581

  2022 · GEN SUPPORT

• CFA SOCIETY SAN FRANCISCO

  $191,498

  2022 · GEN SUPPORT

• CFA SOCIETY SAN FRANCISCO

  $183,643

  2024 · GEN SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files