Mission
To advance members' professional success and facilitate a vibrant, engaged community.
Public Charity
CFA Society Washington DC
CFA Society Washington DC, of Arlington, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $767K in revenue, $810K in expenses, $603K in total assets. 8 publicly reported grants to this organization, totaling roughly $1.1M, appear in IRS filings.
EIN: 237360649
Arlington, VA
Latest filing: 2025
Total Revenue$767K
Total Expenses$810K
Total Assets$603K
Grant Records8
Funding Total$1.1M
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$123,385
GEN SUPPORT
$145,597
GEN SUPPORT
$155,805
GEN SUPPORT
$143,741
GEN SUPPORT
$184,273
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Amy Bartosh
CEO
Bill Scott
Director
Jim Dowling
Director
Josh Olds
Chair Elect
Katherine Molnar
Secretary
Kathleen George
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $767K | $810K | $603K |
| 2024 | $701K | $777K | $565K |
| 2023 | $713K | $816K | $591K |
| 2022 | $721K | $853K | $712K |
| 2021 | $537K | $570K | $981K |
Between 2021 and 2025, reported annual revenue grew from $537K to $767K (+43%), with total assets most recently reported at $603K.
Interactive year-over-year charts and full filing details available with membership.