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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations CFA Institute

CFA Institute

Fiscal year ending 2021. Filed on July 12, 2022.

915 East High Street
South Street
Charlottesville, Virginia 22902

CFA Institute (EIN: 54-1386480) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2021 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 20 out of 581 total employees. Among the employees shown here, the average compensation is $414,981. The highest compensated employee at CFA Institute is Allison Holmes with fiscal year 2021 compensation of $642,233.

Revenue, expenses, and employee compensation

Revenue

$299,621,233

Expenses

$299,566,682

Employee compensation

$117,464,387
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Allison Holmes
Chief FIN and RISK Officer (Exit 8/21)
$642,233
$580,154 No related comp$62,079
Margaret Franklin, Cfa
PRES and CEO and Resrch FDN BD MEM
$602,920
$558,892 No related comp$44,028
Emily Dunbar
Managing Director (Exit 6/30/20)
$555,984
$530,378 No related comp$25,606
Nick Pollard
Managing Director
$475,988
$373,530 No related comp$102,458
Martin Colburn
Managing Director
$470,009
$429,558 No related comp$40,451
Stephen M Horan, Cfa
Managing Director (Exit 3/1/21)
$444,960
$382,409 No related comp$62,551
Gary Baker
Managing Director (Exit 5/1/21)
$442,019
$389,335 No related comp$52,684
Kurt N Schacht, Cfa
Senior HEAD Advocacy
$423,428
$368,593 No related comp$54,835
Sheri Lynn Littlefield
Chief Legal Officer
$406,600
$352,231 No related comp$54,369
Chris Ainsworth
Managing Director
$405,582
$350,703 No related comp$54,879
Michael Collins
Managing Director
$404,811
$343,377 No related comp$61,434
Peg Jobst
Managing Director
$379,122
$317,369 No related comp$61,753

Benchmark Employee Compensation

Non-Employee Board Members

Alexander Birkin
Governor
Daniel Fasciano, Cfa
Governor
Daniel Gamba, Cfa
BOG Chair and EC Chair
Diane Nordin, Cfa
Governor
Geoffrey Ng, Cfa
Governor
Karina Litvack
Governor
Maria Wilton, Cfa
BOG VICE Chair and PAC Chair
Marshall Bailey, Cfa
Governor
Punita Kumar-Sinha, Cfa
Governor
Robert Bruner
Governor
Tricia Rothschild, Cfa
Governor
Yimei Li, Cfa
Governor

Contractors

Wpp Group USA Inc. (the Ogilvy Group)
Advertising
$12,170,691
Watermelon Express Inc. Dba Benchprep
Professional
$6,167,708
Ernst & Young US LLP
Professional
$3,825,693
The Boston Consulting Group Inc.
Consulting
$3,245,000
Teksystems Inc.
Professional
$3,082,076

Mission Statement

SEE STATEMENT O

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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Other organizations also named CFA Institute

CFA Institute Research Foundation
Charlottesville, Virginia