CFA Institute
Fiscal year ending 2019. Filed on July 9, 2020.
PO Box 2083
Suite 1010
Charlottesville, Virginia 22902
CFA Institute (EIN: 54-1386480) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2019 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 22 out of 1,219 total employees. Among the employees shown here, the average compensation is $510,226. The highest compensated employee at CFA Institute is Paul Smith, Cfa with fiscal year 2019 compensation of $1,546,926.
Revenue, expenses, and employee compensation
Revenue
$416,456,990
Expenses
$365,537,251
Employee compensation
$99,712,197
Reported Compensated Employees
Paul Smith, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,546,926
$1,342,620 from orgNo related comp$204,306 other
Bjorn Forfang
Managing Director (Exit 4/2019)
$836,266
$781,092 from orgNo related comp$55,174 other
Kurt N Schacht, Cfa
Managing Director
$623,082
$568,834 from orgNo related comp$54,248 other
Nick Pollard
Managing Director
$588,294
$498,738 from orgNo related comp$89,556 other
Diane Basile, Cfa
Chief FIN OFF (Exit 7/2019)
$533,322
$485,952 from orgNo related comp$47,370 other
Gary Baker
Managing Director
$513,443
$468,121 from orgNo related comp$45,322 other
Sheri Lynn Littlefield
Chief Legal Officer
$492,912
$444,475 from orgNo related comp$48,437 other
Stephen M Horan, Cfa
Managing Director
$491,141
$436,601 from orgNo related comp$54,540 other
Nitin Mehta
Former Managing Director
$487,180
$487,180 from orgNo related compNo other comp
Michael Collins
Managing Director
$482,266
$427,595 from orgNo related comp$54,671 other
Elaine Cheng
Managing Director (Exit 3/2019)
$480,577
$426,470 from orgNo related comp$54,107 other
Chris Ainsworth
Managing Director
$478,807
$436,530 from orgNo related comp$42,277 other
Non-Employee Board Members
Robert Jenkins Fsip
Former Board Chair
$5,023
$5,023 from orgNo related compNo other comp
Maria Wilton, Cfa
Governor
No compensation reported
Sunil Singhania, Cfa
Investment Committee Chair
No compensation reported
Zouheir Tamim El Jarkass, Cfa
Governor
No compensation reported
Heather Brilliant, Cfa
Board and EXEC Committee Chair
No compensation reported
Hua Yu, Cfa
Society Advisory Co-Chair
No compensation reported
Leah Bennett, Cfa
Governor
No compensation reported
Alexander Birkin
Governor
No compensation reported
Diane Nordin, Cfa
Board Vice Chair
No compensation reported
Robert Bruner Dba
Governor
No compensation reported
Geoffrey Ng, Cfa
Governor
No compensation reported
Daniel Gamba, Cfa
Audit and RISK Committee Chair
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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