CFA Institute
Fiscal year ending 2023. Filed on June 25, 2024.
915 East High Street
600
Charlottesville, Virginia 22902
CFA Institute (EIN: 54-1386480) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2023 IRS Form 990 filing, CFA Institute, a 501(c)(6) business league, reported compensation for 21 out of 502 total employees. Among the employees shown here, the average compensation is $520,378. The highest compensated employee at CFA Institute is Margaret Franklin, Cfa with fiscal year 2023 compensation of $1,305,592.
Revenue, expenses, and employee compensation
Revenue
$360,345,275
Expenses
$271,991,297
Employee compensation
$102,328,540
Reported Compensated Employees
Margaret Franklin, Cfa
PRES and CEO and Resrch FDN BD MEM
$1,305,592
$1,258,421 from orgNo related comp$47,171 other
Martin Colburn
Managing Director
$626,727
$577,156 from orgNo related comp$49,571 other
Sheri Kelly
Managing Director
$617,744
$560,152 from orgNo related comp$57,592 other
Paul Andrews
Managing Director
$606,615
$548,046 from orgNo related comp$58,569 other
Michael Collins Exit 62022
Managing Director
$598,588
$547,515 from orgNo related comp$51,073 other
Steven Hendry
Chief Financial Officer
$597,099
$531,455 from orgNo related comp$65,644 other
Nick Pollard
Managing Director
$593,374
$517,817 from orgNo related comp$75,557 other
Barbara Petitt Exit 22023
Managing Director
$581,572
$516,900 from orgNo related comp$64,672 other
Chris Wiese
Managing Director
$530,945
$466,561 from orgNo related comp$64,384 other
Carole Crawford Exit 72023
Managing Director
$513,867
$464,771 from orgNo related comp$49,096 other
Heidi Diedrich Exit 82022
Senior HEAD, Global B2C
$500,947
$453,287 from orgNo related comp$47,660 other
Sandy Peters
Senior HEAD, FIN RPT Policy
$473,877
$415,504 from orgNo related comp$58,373 other
Non-Employee Board Members
Alexander Birkin
Board Member
Bailey Marshall, Cfa
Board Member
Daniel Fasciano, Cfa
Board Member
Geoffrey Ng, Cfa
Board Member
Heinz Hockmann, Ph.D.
Board Member
Joanne Hill, Ph.D.
Board Member
Maria Wilton, Cfa
Board Member
Mark Lazberger, Cfa
BOG Chair
Mei Gao, Cfa
Board Member
Oyebanji Fehintola, Cfa
Board Member
Punita Kumar-Sinha, Cfa
Board Member
Tricia Rothschild, Cfa
BOG VICE Chair
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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