Cfa Virginia

Nonprofit profile at a glance

EIN
541429832
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Richmond, VA, USA
Phone
8042418411
Rating
40
Verdict
MIXED
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$127,176
Expenses
$110,831
Assets
$411,423
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • ASHBY W PRICE (PRESIDENT/CHAIR)
  • JOHN D ELLISON (VICE PRESIDENT/CHAIR/TREASURER)

People named in this filing

  • ASHBY W PRICE (PRESIDENT/CHAIR)
  • JOHN D ELLISON (VICE PRESIDENT/CHAIR/TREASURER)
  • TYSON PETERSON (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Cfa Virginia is an association of Virginia investment professionals. Its mission is to promote the highest standards of ethics, education, and professional excellence within the investment industry.

What it reported doing in 2024

Cfa Virginia society is a member of a global organization, the cfa institute. As such, cfa Virginia provides ways to connect local members with a global network of investment professionals. One of the local/global programs in which cfa Virginia participates is the "investment research challenge." teams from Virginia universities compete to advance from local to regional to international match ups. This program fosters an interest among college students in the investment industry and of the cfa designation.

Operating model

Revenue model
Membership-supported. 70% of the money available for current operations came from membership dues.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 1
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 1.4%; rating input score 1
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 12.9%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 3.71; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 5.2% per year; rating input score 100; 49th percentile among comparable filings
  • Asset growth: 11.8% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 1.4% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 1/100.