Cfa Institute Research Foundation
Charlottesvle, Virginia
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $902,437↓75% | $620,419↑6% | $19,036,392↑7% | |
| 2022 | $3,613,196↑240% | $585,333↑19% | $17,781,846↓14% | — |
| 2021 | $1,062,651↓7% | $490,710↓50% | $20,673,964↑20% | — |
| 2020 | $1,144,692↑26% | $976,692↑22% | $17,228,240↑10% | — |
| 2019 | $908,777↓20% | $799,059↑16% | $15,596,962↑1% | — |
| 2018 | $1,130,713↑25% | $686,811↑2% | $15,492,750↑7% | — |
| 2017 | $901,990↑24% | $672,678↑12% | $14,495,628↑11% | — |
| 2016 | $726,423↑1% | $600,065↑10% | $13,077,413↑6% | — |
| 2015 | $722,531↓15% | $547,774↓5% | $12,388,016↓5% | — |
| 2014 | $853,169↑25% | $577,591↑1% | $13,012,697↑14% | — |
| 2013 | $680,538↓37% | $573,191↑9% | $11,407,974↑7% | — |
| 2012 | $1,082,990↑107% | $526,764↓19% | $10,698,081↑2% | — |
| 2011 | $524,377 | $649,726 | $10,451,363 | — |
Frequently Asked Questions
What does Cfa Institute Research Foundation do?▼
Cfa Institute Research Foundation is a education nonprofit organization based in Virginia. It is classified under NTEE code B05 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Cfa Institute Research Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Cfa Institute Research Foundation has a score of 69/100 (Grade: B+). 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 Research Foundation generate?▼
Cfa Institute Research Foundation reports $2.4M in annual revenue and holds $21.3M in total assets, based on IRS filings.