Z — UnclassifiedEIN: 541386480

Cfa Institute

Charlottesvle, Virginia

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.46×
Peer Median0.87×
💰
$360.3M
Total Revenue
📊
$272.0M
Total Expenses
🏦
$397.6M
Net Assets
📋
$377.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.9%
Year-over-year change (2022 → 2023)
Net Margin
+24.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.46
Net assets divided by total expenses
Liabilities-to-Assets
48.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$360,345,275↑4%$271,991,297↓2%$774,533,858↑17%
2022$346,815,960↑16%$278,732,579↓7%$663,377,785↓11%
2021$299,621,233↑62%$299,566,682↓2%$744,557,424↑5%
2020$184,976,793↓56%$304,140,097↓17%$709,843,889↑13%
2019$416,456,990↑13%$365,537,251↑8%$630,127,929↑9%
2018$370,089,211↑15%$338,068,864↑11%$579,306,522↑10%
2017$321,638,470↑13%$303,230,743↑12%$527,428,614↑16%
2016$284,644,684↑4%$270,775,370↑13%$453,410,522↑16%
2015$272,494,659↑5%$238,913,246↑2%$389,688,371↑6%
2014$259,514,989↑8%$233,256,561↑4%$368,018,548↑15%
2013$239,834,581↑4%$223,411,699↓2%$320,339,200↑6%
2012$231,242,116↑5%$227,844,778↑8%$302,753,185↑4%
2011$220,210,482$210,344,728$291,556,743

Frequently Asked Questions

What does Cfa Institute do?▼

Cfa Institute is a unclassified nonprofit organization based in Virginia. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Cfa Institute financially healthy?▼

Based on our 9-metric Financial Health Score model, Cfa Institute has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Cfa Institute generate?▼

Cfa Institute reports $462.9M in annual revenue and holds $912.9M in total assets, based on IRS filings.

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