CFA Institute
Fiscal year ending 2018. Filed on July 12, 2019.
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 2018 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 23 out of 1,232 total employees. Among the employees shown here, the average compensation is $487,825. The highest compensated employee at CFA Institute is Paul Smith, Cfa with fiscal year 2018 compensation of $1,189,481.
Revenue, expenses, and employee compensation
Revenue
$370,089,211
Expenses
$338,068,864
Employee compensation
$103,151,806
Reported Compensated Employees
－21.6%vs 2017
Paul Smith, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,189,481
$1,032,696 from orgNo related comp$156,785 other
＋119.2%vs 2017
Bjorn Forfang
Managing Director
$812,865
$758,132 from orgNo related comp$54,733 other
＋11.2%vs 2017
Timothy G McLaughlin, Cfa
Cfo/Senior Adv-Exit 8/2016
$780,000
$780,000 from orgNo related compNo other comp
－12.8%vs 2017
Kurt N Schacht, Cfa
Managing Director
$602,351
$548,333 from orgNo related comp$54,018 other
＋65.1%vs 2017
Nick Pollard
Managing Director
$522,828
$466,750 from orgNo related comp$56,078 other
New in 2018
Diane Basile, Cfa
Chief Financial Officer
$521,179
$490,612 from orgNo related comp$30,567 other
－17.5%vs 2017
Stephen M Horan, Cfa
Managing Director
$497,961
$444,146 from orgNo related comp$53,815 other
－15.6%vs 2017
Elaine Cheng
Managing Director
$492,283
$438,806 from orgNo related comp$53,477 other
＋0.2%vs 2017
Michael Collins
Managing Director
$465,652
$411,502 from orgNo related comp$54,150 other
－7.6%vs 2017
Sheri Lynn Littlefield
Chief Legal Officer
$462,976
$415,759 from orgNo related comp$47,217 other
New in 2018
Gary Baker
Managing Director
$458,568
$433,709 from orgNo related comp$24,859 other
－19.0%vs 2017
John Bowman, Cfa
Managing Director(Exit 1/2018)
$456,441
$402,511 from orgNo related comp$53,930 other
Non-Employee Board Members
New in 2018
Mark J Lazberger, Cfa
Governor
$9,501
$9,501 from orgNo related compNo other comp
New in 2018
Robert Jenkins Fsip
Board and EXEC Committee Chair
$8,364
$8,364 from orgNo related compNo other comp
New in 2018
Diane Nordin, Cfa
Audit and RISK Committee Chair
$7,697
$7,697 from orgNo related compNo other comp
New in 2018
Frederic P Lebel, Cfa
Former Board Chair
$5,854
$5,854 from orgNo related compNo other comp
New in 2018
Maria Wilton, Cfa
Governor
No compensation reported
Lynn Stout
Member, BOG (Exit 4/2018)
No compensation reported
New in 2018
Leah Bennett, Cfa
Governor
No compensation reported
Hua Yu, Cfa
Governor
No compensation reported
Zouheir Tamim El Jarkass, Cfa
Governor
No compensation reported
Colin W McLean Fsip
Governor
No compensation reported
Daniel Gamba, Cfa
Society Advisory Co-Chair
No compensation reported
George Spentzoscfa Fsip
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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