#432 of 500 · Civic & Other

Cfa Institute

EIN 54-1386480 · VA · NTEE n/a · Form 990, fiscal 2023

A Virginia-headquartered global, not-for-profit professional association for investment professionals, best known for administering the Chartered Financial Analyst (CFA) credential and the CIPM and Investment Foundations programs. With roughly 200,000 members and charterholders worldwide, it sets ethical and professional standards, provides education and certification, conducts industry research and policy work, and supports a global network of member societies.

Financials, fiscal 2023

Revenue

$360.3M

Expenses

$272.0M

Total assets

$774.5M

Net assets

$397.6M

Operating margin

24.5%

1-year growth

3.9%

5-year growth (CAGR)

-3.5%

Reserve (years of spending)

17.5

Contributions share

n/a

Programme spending

90.8%

Fundraising cost

n/a

Executive pay share

2.27%

Employees

502

Revenue per employee

$718K

Grants paid

$4.1M

Years filing

37

NFP Health Score: 74 / 100

Financial 67 · Governance 75 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Revenue history