Nonprofit · EIN 23-7360649
CFA SOCIETY OF WASHINGTON DC
Tax-exempt · ARLINGTON, VA 22202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $767,066 | $810,289 | -$43,223 | $602,617 | $169,873 | $432,744 |
| June 30, 2024 | 990 | $700,911 | $776,713 | -$75,802 | $564,520 | $110,199 | $454,321 |
| June 30, 2023 | 990 | $713,496 | $815,599 | -$102,103 | $590,954 | $89,393 | $501,561 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $134,028
- of which government grants
- $17,750
- Program service revenue
- $591,223
- Investment income
- $26,577
- Net gain from sales of assets
- $15,755
- Other revenue
- $15,238
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $193,621
- Other salaries and wages
- $164,166
- Salaries, compensation and benefits (total)
- $400,139
- Professional fundraising fees
- $0
- Legal fees
- $333
- Accounting fees
- $41,457
- Occupancy
- $29,382
- Travel
- $1,177
- Depreciation
- $9,384
Balance sheet and other
- Total assets, start of year
- $564,520
- Total assets, end of year
- $602,617
- Total liabilities, end of year
- $169,873
- Net assets, end of year
- $432,744
- Land, buildings and equipment
- $12,338
- Publicly traded securities
- $417,895
- Net assets without donor restrictions
- $432,744
- Gross receipts
- $767,066
- Employees
- 4
- Volunteers
- 25
- Year formed
- 1967
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bill Scott | CEO Officer | 40 | $175,767 | $9,752 |
| Xin Zhou | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Katherine Molnar | Chair Elect Trustee or director, Officer | 2 | $0 | $0 |
| Kathleen George | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Nathalie Cunningham | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Amy Bartosh | Director Trustee or director | 1 | $0 | $0 |
| Kurt Schacht | Director Trustee or director | 1 | $0 | $0 |
| Jim Dowling | Director Trustee or director | 1 | $0 | $0 |
| Josh Olds | Director Trustee or director | 1 | $0 | $0 |
| Puja Singh | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bill Scott | CEO Officer | 40 | $175,767 | $8,797 |
| Victor Krasij | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Alex Seleznev | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Xin Zhou | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Julie Dellinger | Immediate Past Chair Trustee or director, Officer | 2 | $0 | $0 |
| Juan Echeverri | Director Trustee or director | 1 | $0 | $0 |
| Adela Skenderasi | Director Trustee or director | 1 | $0 | $0 |
| Christine Song | Director Trustee or director | 1 | $0 | $0 |
| Ryan Torguson | Director Trustee or director | 1 | $0 | $0 |
| Kathleen George | Director Trustee or director | 1 | $0 | $0 |
| Ranjit Pawar | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bill Scott | CEO Officer | 40 | $182,455 | $9,432 |
| Victor Krasij | Chair Trustee or director, Officer | 5 | $0 | $0 |
| Julie Dellinger | Immediare Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Richard Holly | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Tom Selman | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| David Braverman | Director Trustee or director | 1 | $0 | $0 |
| Juan Echeverri | Director Trustee or director | 1 | $0 | $0 |
| Christine Song | Director Trustee or director | 1 | $0 | $0 |
| Anthony Marrelli | Director Trustee or director | 1 | $0 | $0 |
| Adela Skenderasi | Director Trustee or director | 1 | $0 | $0 |
| Ryan Torguson | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2611 S CLARK ST STE 600, ARLINGTON, VA 22202-4023
- Principal officer (990 for 2024)
- Velma Hart, 2611 S Clark St Suite 600, Arlington, VA 22202
- Signed the 990
- Velma Hart, Interim CEO
- Phone
- (571) 568-3508
- Website
- www.cfadc.org
- Return prepared by
- Rogers & Company PLLC
Mission
To advance members' professional success and facilitate a vibrant, engaged community.
Program accomplishments
- 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.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7360649
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $602,617
- Income (IRS master file)
- $767,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $767,066 | $810,289 | $602,617 | IRS |
| 990 | June 2024 | $700,911 | $776,713 | $564,520 | XML |
| 990 | June 2023 | $713,496 | $815,599 | $590,954 | XML |
| 990 | June 2022 | $721,202 | $853,004 | $712,487 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7360649).
Questions about CFA SOCIETY OF WASHINGTON DC
- What is the EIN of CFA SOCIETY OF WASHINGTON DC?
- The employer identification number (EIN) of CFA SOCIETY OF WASHINGTON DC is 23-7360649.
- Is CFA SOCIETY OF WASHINGTON DC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
- Are donations to CFA SOCIETY OF WASHINGTON DC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF WASHINGTON DC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF WASHINGTON DC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF WASHINGTON DC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF WASHINGTON DC?
- The 990 for the year ended June 30, 2025 names Velma Hart.
- Who are the officers and directors of CFA SOCIETY OF WASHINGTON DC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $175,767 (Bill Scott, CEO).
- How much revenue does CFA SOCIETY OF WASHINGTON DC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $767,066, expenses of $810,289 and total assets of $602,617 at year end.
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