CFA Society of Washington DC
CFA Society of Washington DC's network
10 people1 organisationi10 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Julie Dellinger Chair | Immediate Past Chair | 2019 | 7 yrs |
| Victor Krasij Chair | Chair | 2019 | 7 yrs |
| Adela Skenderasi | Director | 2023 | 3 yrs |
| Alex Seleznev | Treasurer | 2024 | 2 yrs |
| Christine Song | Director | 2019 | 7 yrs |
| Juan Echeverri | Director | 2021 | 5 yrs |
| Kathleen George | Director | 2024 | 2 yrs |
| Ranjit Pawar | Director | 2024 | 2 yrs |
| Ryan Torguson | Director | 2021 | 5 yrs |
| Xin Zhou | Company secretary | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bill Scott | President and CEO | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Bill Scott | CEO | 40 | $176k | $10k | |
| Xin Zhou | Chair | 3 | $0 | ||
| Katherine Molnar | Chair Elect | 2 | $0 | ||
| Kathleen George | Secretary | 2 | $0 | ||
| Nathalie Cunningham | Treasurer | 2 | $0 | ||
| Amy Bartosh | Director | 1 | $0 | ||
| Kurt Schacht | Director | 1 | $0 | ||
| Jim Dowling | Director | 1 | $0 | ||
| Josh Olds | Director | 1 | $0 | ||
| Puja Singh | Director | 1 | $0 |
About
- Legal name
- Cfa Society of Washington DC
- EIN
- 237360649
- Address
- 2611 S Clark St Ste 600, Arlington, VA, 22202-4023
- State
- Virginia
- Mission
- To advance members' professional success and facilitate a vibrant, engaged community. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 5 (IRS master file code)
- Formed
- 1967
- Principal officer
- Velma Hart (as named on the Form 990)
- IRS ruling date
- 1 August 1974
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥7years on the filingsJulie Dellinger
≥7years on the filingsVictor Krasij
≥7years on the filingsChristine Song
≥5years on the filingsJuan Echeverri
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $603k
- Total liabilities
- $170k
- Net assets or fund balances
- $433k
- Contributions and grants received
- $134k
- Program service revenue
- $591k
- Employees
- 4
- Volunteers
- 25
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $701k | $777k | Deficit $76k |
As filed on the IRS Form 990. US dollars.