Nonprofit · EIN 54-1429832
CFA VIRGINIA
Tax-exempt · RICHMOND, VA 23294
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $127,176 | $110,831 | $16,345 | $411,423 | $0 | $411,423 |
| June 30, 2024 | 990-EZ | $129,181 | $117,820 | $11,361 | $395,078 | $0 | $395,078 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $89,175
- Program service revenue
- $21,791
- Investment income
- $16,210
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $19,236
- Other expenses
- $89,595
Balance sheet and other
- Total assets, start of year
- $395,078
- Total assets, end of year
- $411,423
- Total liabilities, end of year
- $0
- Net assets, end of year
- $411,423
- Cash, savings and investments
- $215,578
- Gross receipts
- $127,176
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHBY W PRICE | PRESIDENT/CHAIR | 5 | $0 |
| JOHN D ELLISON | VICE PRESIDENT/CHAIR/TREASURER | 3 | $0 |
| TYSON PETERSON | SECRETARY | 1 | $0 |
| THOMAS NEUHAUS | BOARD MEMBER/DIRECTOR | 1 | $0 |
| MATTHEW H CULLEN | BOARD MEMBER/DIRECTOR | 1 | $0 |
| WILLIAM CORY BUNTING | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JEANMARIE MCGOWAN | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JEFFREY OMOHUNDRO | BOARD MEMBER/DIRECTOR | 1 | $0 |
| HOWARD L HUGHEY | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JAMES TYLER PUGH | BOARD MEMBER/DIRECTOR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHBY W PRICE | PRESIDENT/CHAIR | 5 | $0 |
| JOHN D ELLISON | VICE PRESIDENT/CHAIR/TREASURER | 3 | $0 |
| TYSON PETERSON | SECRETARY | 1 | $0 |
| THOMAS NEUHAUS | BOARD MEMBER/DIRECTOR | 1 | $0 |
| MATTHEW H CULLEN | BOARD MEMBER/DIRECTOR | 1 | $0 |
| WILLIAM CORY BUNTING | BOARD MEMBER/DIRECTOR | 1 | $0 |
| MARVIN BRENT MORSE | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JEANMARIE MCGOWAN | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JEFFREY OMOHUNDRO | BOARD MEMBER/DIRECTOR | 1 | $0 |
| EDWARD BOOTH | BOARD MEMBER/DIRECTOR | 1 | $0 |
| HOWARD L HUGHEY | BOARD MEMBER/DIRECTOR | 1 | $0 |
| JAMES TYLER PUGH | BOARD MEMBER/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 31441, RICHMOND, VA 23294-1441
- Signed the 990-EZ
- ASHBY W PRICE, PRESIDENT
- Phone
- (804) 241-8411
- Return prepared by
- MARTIN DOLAN & HOLTON LTD
Mission
CFA VIRGINIA IS AN ASSOCIATION OF VIRGINIA INVESTMENT PROFESSIONALS. ITS MISSION IS TO PROMOTE THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE WITHIN THE INVESTMENT INDUSTRY.
Program accomplishments
- THE VIRGINIA CFA SOCIETY HELD SEVENTEEN LUNCH MEETINGS THIS YEAR FOR THE MEMBERSHIP. THESE MEETINGS INCLUDE SPEAKERS ABOUT CURRENT TOPICS OF IMPORTANCE TO INVESTMENT PROFESSIONALS. THE MEETINGS FACILITATE AN EXCHANGE OF INFORMATION AMONG MEMBERS OF THE VIRGINIA INVESTMENT COMMUNITY. DURING THE CURRENT FISCAL YEAR, TWELVE OF THE MEETINGS WERE HELD IN-PERSON AND FIVE WERE HELD VIRTUALLY.
- THE VIRGINIA CFA SOCIETY HOLDS "THE ANNUAL FORECAST DINNER" EACH FEBUARY WHICH FEATURES A PROMINENT INVESTMENT PROFESSIONAL SPEAKER. THE NEW VIRGINIA CFA CHARTER RECIPIENTS ARE HONORED AT THIS MEETING.
- CFA VIRGINIA SOCIETY IS A MEMBER OF A GLOBAL ORGANIZATION, THE CFA INSTITUTE. AS SUCH, CFA VIRGINIA PROVIDES WAYS TO CONNECT LOCAL MEMBERS WITH A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS. ONE OF THE LOCAL/GLOBAL PROGRAMS IN WHICH CFA VIRGINIA PARTICIPATES IS THE "INVESTMENT RESEARCH CHALLENGE." TEAMS FROM VIRGINIA UNIVERSITIES COMPETE TO ADVANCE FROM LOCAL TO REGIONAL TO INTERNATIONAL MATCH UPS. THIS PROGRAM FOSTERS AN INTEREST AMONG COLLEGE STUDENTS IN THE INVESTMENT INDUSTRY AND OF THE CFA DESIGNATION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 54-1429832
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $411,423
- Income (IRS master file)
- $127,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $127,176 | $110,831 | $411,423 | XML |
| 990-EZ | June 2024 | $129,181 | $117,820 | $395,078 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1429832).
Questions about CFA VIRGINIA
- What is the EIN of CFA VIRGINIA?
- The employer identification number (EIN) of CFA VIRGINIA is 54-1429832.
- Is CFA VIRGINIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2006.
- Are donations to CFA VIRGINIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA VIRGINIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA VIRGINIA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA VIRGINIA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CFA VIRGINIA?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CFA VIRGINIA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $127,176, expenses of $110,831 and total assets of $411,423 at year end.
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- VIRGINIA LOCAL GOVERNMENT FINANCE CORPORATION EIN 20-1351659 · last filed 990 for 2025
- VIRGINIA NUTRIENT CREDIT EXCHANGE ASSOCIATION INC EIN 84-1703144 · last filed 990 for 2025
- MBL FOUNDATION INC EIN 77-0698911 · last filed 990 for 2025
- BRIDGING VIRGINIA INC EIN 85-2003331 · last filed 990 for 2025
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All nonprofits in RICHMOND · Virginia · Community improvement and capacity building