CFA Institute
Fiscal year ending 2017. Filed on April 13, 2018.
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 2017 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 20 out of 1,307 total employees. Among the employees shown here, the average compensation is $529,812. The highest compensated employee at CFA Institute is Paul Smith, Cfa with fiscal year 2017 compensation of $1,517,931.
Revenue, expenses, and employee compensation
Revenue
$321,638,470
Expenses
$303,230,743
Employee compensation
$98,143,533
Reported Compensated Employees
＋26.1%vs 2016
Paul Smith, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,517,931
$1,334,451 from orgNo related comp$183,480 other
＋10.9%vs 2016
Timothy G McLaughlin, Cfa
Cfo/Senior Adv-Exit 8/2016
$701,246
$675,636 from orgNo related comp$25,610 other
＋5.7%vs 2016
Kurt N Schacht, Cfa
Managing Director
$690,997
$634,517 from orgNo related comp$56,480 other
＋5.6%vs 2016
Nitin Mehta, Cfa
Managing Director
$610,469
$523,730 from orgNo related comp$86,739 other
＋13.6%vs 2016
Stephen M Horan, Cfa
Managing Director
$603,947
$549,389 from orgNo related comp$54,558 other
＋12.4%vs 2016
Elaine Cheng
Managing Director
$583,570
$529,215 from orgNo related comp$54,355 other
＋33.2%vs 2016
Sandra Peters, Cfa
Interim CFO - Through 1/16/17
$572,635
$523,760 from orgNo related comp$48,875 other
＋7.1%vs 2016
John Bowman, Cfa
Managing Director
$563,344
$508,805 from orgNo related comp$54,539 other
New in 2017
Sheri Lynn Littlefield
Chief Legal Officer
$501,188
$446,724 from orgNo related comp$54,464 other
－0.9%vs 2016
Peter B MacKey, Cfa
HEAD, Credentialing SPEC PROJ
$474,481
$425,819 from orgNo related comp$48,662 other
New in 2017
Michael Collins
Managing Director
$464,681
$417,898 from orgNo related comp$46,783 other
－35.2%vs 2016
Donna Marshall
Managing Director-Exit 12/2016
$409,825
$360,085 from orgNo related comp$49,740 other
Non-Employee Board Members
Attila Koksal, Cfa
Governor
Beth Hamilton-Keen, Cfa
Former Board Chair
Colin W McLean Fsip
Board Vice Chair
Daniel Gamba, Cfa
Governor
Diane Nordin, Cfa
Governor
Elizabeth Corley Fsip
Governor
Frederic P Lebel, Cfa
Board and Exec. Committee Chair
George Spentzoscfa Fsip
Governor
Heather Brilliant, Cfa
Society Advisory Co-Chair
Hua Yu, Cfa
Governor
Lynn Stout
Governor
Mark J Lazberger, Cfa
Governor
Contractors
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
Get an email when new compensation information is released for CFA Institute
Be the first to know when new IRS Form 990 data is published for this organization.