Cfa Institute
EIN 541386480 · 501(c)(6) · Public charity · Charlottesvle, VA · recognized 1986
- Assets
- $913M
- Revenue
- $463M
- Expenses
- $298M
- Investment income
- $91.9M
Form 990 fiscal year ended 08/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Prometric Llc | Professional svs | $29,774,223 |
| Dataart Solutions Inc | Professional svs | $10,924,277 |
| The Gate Worldwide Llc | Advertising | $10,308,033 |
| British Council | Professional svs | $5,841,744 |
| Watermelon Express Inc Dba Benchprep | Professional svs | $5,610,000 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Margaret Franklin Cfa | Pres & ceo & resrch fdn bd mem | $1,413,115 | $42,890 |
| Nick Pollard End 92023 | Managing director | $683,963 | $54,664 |
| Martin Colburn | Managing director | $602,690 | $48,846 |
| Steven Hendry | Chief financial officer | $583,742 | $66,674 |
| Sheri Kelly | Managing director | $576,830 | $57,632 |
| Paul Moody | Managing director | $560,819 | $3,367 |
| Kurt Schacht Cfa End 122022 | Senior head adv | $557,825 | $17,116 |
| Paul Andrews | Managing director | $547,094 | $57,696 |
| Chris Wiese | Managing director | $537,939 | $66,472 |
| Carole Crawford End 72023 | Managing director | $516,628 | $44,829 |
| Andrew Rome | Managing director | $480,693 | $57,973 |
| Mike Peterson | Chief technology officer | $412,301 | $58,883 |
| Leilani Hall End 52024 | Senior head, codes and stand. | $406,635 | $47,418 |
| Sandy Peters | Senior head, fin. rpt policy | $402,569 | $58,793 |
| Vito Lore | Senior head, strategy & plan. | $393,343 | $63,719 |
| Anne O'brien | Chief of staff | $379,857 | $57,226 |
| Joe Lange | Corporate secretary | $226,811 | $52,251 |
| Punita Kumar Sinha Cfa | Board member | $8,295 | $0 |
| Geoffrey Ng Cfa | Board member | $7,561 | $0 |
| Mark Lazberger Cfa | Bog chair | $0 | $0 |
| Yimei Li Cfa | Board member | $0 | $0 |
| Joanne Hill Phd | Board member | $0 | $0 |
| Mei Gao Cfa | Board member | $0 | $0 |
| Oyebanji Fehintola Cfa | Board member | $0 | $0 |
| Pamela Yang Cfa | Board member | $0 | $0 |
| Alexander Birkin | Board member | $0 | $0 |
| Marshall Bailey Cfa | Board member | $0 | $0 |
| Maria Wilton Cfa | Board member | $0 | $0 |
| Tricia Rothschild Cfa | Board member | $0 | $0 |
| Heinz Hockmann Phd | Bog vice chair | $0 | $0 |