CFA Institute
Fiscal year ending 2016. Filed on April 14, 2017.
PO Box 2083
3004 Oxbow Court
Charlottesville, Virginia 22902
CFA Institute (EIN: 54-1386480) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2016 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 18 out of 1,244 total employees. Among the employees shown here, the average compensation is $535,398. The highest compensated employee at CFA Institute is Paul Smith, Cfa with fiscal year 2016 compensation of $1,204,140.
Revenue, expenses, and employee compensation
Revenue
$284,644,684
Expenses
$270,775,370
Employee compensation
$92,419,940
Reported Compensated Employees
New in 2016
Paul Smith, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,204,140
$1,049,047 from orgNo related comp$155,093 other
New in 2016
Jan Squires
Managing Director - Exited 8/2015
$1,155,879
$1,133,642 from orgNo related comp$22,237 other
New in 2016
Raymond J Deangelo
Senior Advisor- Exited 1/2016
$682,515
$610,821 from orgNo related comp$71,694 other
New in 2016
Kurt N Schacht, Cfa
Managing Director
$653,537
$574,478 from orgNo related comp$79,059 other
New in 2016
Donna Marshall
Managing Director
$632,274
$563,408 from orgNo related comp$68,866 other
New in 2016
Timothy G McLaughlin, Cfa
Cfo/Senior Adv-Exited 8/2016
$632,175
$561,436 from orgNo related comp$70,739 other
New in 2016
Nitin Mehta, Cfa
Managing Director
$577,978
$479,212 from orgNo related comp$98,766 other
New in 2016
Stephen M Horan, Cfa
Managing Director
$531,526
$458,559 from orgNo related comp$72,967 other
New in 2016
John Bowman, Cfa
Managing Director
$526,149
$455,206 from orgNo related comp$70,943 other
New in 2016
Elaine Cheng
Managing Director
$519,356
$448,113 from orgNo related comp$71,243 other
New in 2016
Peter B MacKey, Cfa
HEAD CFA Examinations
$478,814
$431,469 from orgNo related comp$47,345 other
New in 2016
Sandra Peters, Cfa
Interim CFO - Effective 3/2016
$429,851
$382,214 from orgNo related comp$47,637 other
Non-Employee Board Members
New in 2016
George Spentzoscfa Fsip
Governor
$5,900
$5,900 from orgNo related compNo other comp
New in 2016
Mark J Lazberger, Cfa
Governor
No compensation reported
New in 2016
Beth Hamilton-Keen, Cfa
Chair
No compensation reported
New in 2016
Giuseppe Ballocchi, Cfa
Governor
No compensation reported
New in 2016
Robert Jenkins Fsip
Planning Commmittee Chair
No compensation reported
New in 2016
Frederic P Lebel, Cfa
Vice Chair
No compensation reported
New in 2016
Scott Proctor, Cfa
Governor
No compensation reported
New in 2016
Lynn Stout
Governor
No compensation reported
New in 2016
Daniel Gamba, Cfa
Governor
No compensation reported
New in 2016
Aaron Low, Cfa
Former Chair
No compensation reported
New in 2016
Zouheir Tamim El Jarkass, Cfa
Governor
No compensation reported
New in 2016
Attila Koksal, Cfa
Governor
No compensation reported
Mission Statement
SEE STATEMENT O
Other organizations also named CFA Institute
Revisions to this organization profile
June 9, 2025:
2024 CFA Institute 990 filed
June 25, 2024:
2023 CFA Institute 990 filed
June 28, 2023:
2022 CFA Institute 990 filed
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