Virginia · Nonprofit
CFA Society Washington DC
CFA Society Washington DC (Virginia) receives grants from 1 organization whose IRS filings report $1,130,978 to it, the largest being CFA INSTITUTE ($1,130,978). 1 of them have funded it in more than one year.
- Revenue FY2025
- $767k
- Funders on record
- 1
- Grants received
- $1.1M
- Net assets
- $433k
What CFA Society Washington DC does
Mission
To advance members' professional success and facilitate a vibrant, engaged community.
As stated on its FY2025 Form 990.
Programs
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.
The 2 programs described on its FY2024 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $981k to $712k (−27%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2022 8% · 2023 10% · 2025 2%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Xin Zhou
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $87k → $146k.
From the IRS filings of CFA Society Washington DC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of CFA Society Washington DC's grant income comes from Virginia funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA Society Washington DC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Virginia
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA Society Washington DC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA Society Washington DC?
- CFA Society Washington DC (Virginia) receives grants from 1 organization whose IRS filings report $1,130,978 to it, the largest being CFA INSTITUTE ($1,130,978). 1 of them have funded it in more than one year.
- How many funders does CFA Society Washington DC have?
- IRS filings report 1 organization giving $1,130,978 in grants to CFA Society Washington DC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA Society Washington DC?
- CFA INSTITUTE is the largest funder on record, with $1,130,978 in grants. The full list of funders is on this page.
- How can an organization like CFA Society Washington DC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds CFA Society Washington DC →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing