Nonpartisan civic infrastructure
AllCiv·Legis1
·

CFA Institute

Trade
DBA: % ALLISON HOLMES
Trade Association · CHARLOTTESVLE, VA · EIN 54-1386480

Officers, Directors & Key Employees

Per Form 990 for fiscal year ending 2024-08-31
Compensation per 990 Part VII; rows marked “Sch J” include the Schedule J executive-comp breakdown for the same year.
NameTitleRole flagsHours/wkReportable compRelated compOther comp
Margaret FranklinPRES & CEO & Resrch FDN BD MEMOfficer40.0$1.4M$0$45K
Martin Colburn END 92025Managing DirectorKey employee40.0$679K$0$52K
Margaret Franklin CFA
Sch J: base $703K · bonus $694K · deferred $40K · benefits $3K
PRES & CEO & Resrch FDN BD MEMSchedule J—$1.5M$0$16K
NICK Pollard END 92023
Sch J: base $289K · bonus $132K · deferred $45K · benefits $9K
Managing DirectorSchedule J—$739K$0$263K
Martin Colburn
Sch J: base $342K · bonus $241K · deferred $40K · benefits $9K
Managing DirectorSchedule J—$652K$0$20K
Steven Hendry
Sch J: base $339K · bonus $241K · deferred $40K · benefits $27K
Chief Financial OfficerSchedule J—$650K$0$3K
Sheri Kelly
Sch J: base $353K · bonus $219K · deferred $40K · benefits $18K
Managing DirectorSchedule J—$634K$0$5K
PAUL Andrews
Sch J: base $353K · bonus $184K · deferred $40K · benefits $18K
Managing DirectorSchedule J—$605K$0$11K
Chris Wiese
Sch J: base $312K · bonus $222K · deferred $40K · benefits $27K
Managing DirectorSchedule J—$604K$0$4K
KURT Schacht CFA END 122022
Sch J: base $165K · bonus $111K · deferred $17K
Senior Head ADVSchedule J—$575K$0$281K
PAUL Moody
Sch J: base $334K · bonus $192K · benefits $3K
Managing DirectorSchedule J—$564K$0$35K
Carole Crawford END 72023
Sch J: base $163K · bonus $171K · deferred $40K · benefits $5K
Managing DirectorSchedule J—$561K$0$182K
Andrew ROME
Sch J: base $303K · bonus $175K · deferred $40K · benefits $18K
Managing DirectorSchedule J—$539K$0$3K
MIKE Peterson
Sch J: base $301K · bonus $100K · deferred $40K · benefits $19K
Chief Technology OfficerSchedule J—$471K$0$12K
Sandy Peters
Sch J: base $304K · bonus $93K · deferred $40K · benefits $19K
Senior Head, Fin. RPT PolicySchedule J—$461K$0$5K
VITO LORE
Sch J: base $291K · bonus $99K · deferred $40K · benefits $24K
Senior Head, Strategy & Plan.Schedule J—$457K$0$3K
Leilani Hall END 52024
Sch J: base $302K · bonus $96K · deferred $40K · benefits $8K
Senior Head, Codes and Stand.Schedule J—$454K$0$9K
ANNE O'brien
Sch J: base $277K · bonus $96K · deferred $40K · benefits $18K
Chief of StaffSchedule J—$437K$0$7K
JOE Lange
Sch J: base $177K · bonus $46K · deferred $27K · benefits $25K
Corporate SecretarySchedule J—$279K$0$3K