CFA Institute
Fiscal year ending 2022. Filed on June 28, 2023.
915 East High 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 2022 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 23 out of 610 total employees. Among the employees shown here, the average compensation is $531,898. The highest compensated employee at CFA Institute is Margaret Franklin, Cfa with fiscal year 2022 compensation of $1,319,391.
Revenue, expenses, and employee compensation
Revenue
$346,815,960
Expenses
$278,732,579
Employee compensation
$104,169,159
Reported Compensated Employees
＋118.8%vs 2021
Margaret Franklin, Cfa
PRES and CEO and Resrch FDN BD Member
$1,319,391
$1,276,066 from orgNo related comp$43,325 other
＋38.8%vs 2021
Allison Holmes
Chief FIN and RISK Officer (Exit 8/21)
$891,482
$838,124 from orgNo related comp$53,358 other
＋69.0%vs 2021
Gary Baker
Managing Director (Exit 5/2021)
$746,807
$724,790 from orgNo related comp$22,017 other
＋38.5%vs 2021
Stephen M Horan, Cfa
Managing Director (Exit 3/2021)
$616,272
$598,144 from orgNo related comp$18,128 other
＋61.5%vs 2021
Peg Jobst
Managing Director (Exit 4/2022)
$612,181
$548,230 from orgNo related comp$63,951 other
＋29.7%vs 2021
Martin Colburn
Managing Director
$609,822
$568,673 from orgNo related comp$41,149 other
＋49.8%vs 2021
Sheri Lynn Littlefield
Chief Legal Officer
$609,113
$553,279 from orgNo related comp$55,834 other
＋45.6%vs 2021
Chris Ainsworth
Managing Director (Exit 6/2022)
$590,369
$532,005 from orgNo related comp$58,364 other
＋43.4%vs 2021
Michael Collins
Managing Director (Exit 6/2022)
$580,388
$516,268 from orgNo related comp$64,120 other
New in 2022
Barbara Petitt
Managing Director
$558,305
$494,981 from orgNo related comp$63,324 other
New in 2022
Paul Andrews
Managing Director
$539,337
$486,314 from orgNo related comp$53,023 other
＋21.6%vs 2021
Leilani Hall
Senior HEAD, Codes and Standards
$453,014
$406,166 from orgNo related comp$46,848 other
Non-Employee Board Members
Alexander Birkin
Governor
Daniel Fasciano, Cfa
Governor
Diane Nordin, Cfa
Governor
Geoffrey Ng, Cfa
Governor
Heinz Hockmann, Ph.D.
Governor
Joanne Hill, Ph.D.
Governor
Karina Litvack
Governor
Maria Wilton, Cfa
Governor
Mark Lazberger, Cfa
BOG Chair
Marshall Bailey, Cfa
Governor
Punita Kumar-Sinha, Cfa
Governor
Tricia Rothschild, Cfa
BOG VICE Chair
Contractors
New in 2022
Prometric Holdings Inc. Dba Prometic LLC
Professional
$36,720,429
New in 2022
Dataart Solutions Inc.
Professional
$10,491,286
New in 2022
Wpp Group USA Inc. (a)
Advertising
$8,505,793
－13.0%vs 2021
Watermelon Express Inc. Dba Benchprep
Professional
$5,367,306
＋5.5%vs 2020
British Council
Professional
$5,097,655
Mission Statement
SEE STATEMENT O
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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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