2025-09-16T14:24:19-07:00 2025-03-31 990EZ 2024-04-01 521084765 SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC SOCI 8607946147 10 Franklin Square New Britain CT 06051 Rita Scuris Treasurer 8607946147 2025-09-11 0 X 2024 2025-03-06 01:10:19Z X X surfa.memberclicks.net X X 65116 X 0 47215 17000 1 0 0 0 0 0 0 0 0 0 0 900 65116 0 0 0 3500 0 530 71910 75940 -10824 102819 0 91995 102819 91995 0 0 0 0 102819 91995 0 0 102819 91995 Professional organization for Utility and Regulatory finance field. Primary function is to provide an annual training forum to the membership. The SURFA Board of Directors and leadership is comprised of volunteers from the membership. The SURFA Annual Forum includes the Cost of Capitol Workshop (Tuesday) and Forum (Thurs-Fri) with guest speakers set up in various topical panels. We also provide a professional designation-The Certified Rate of Return Analyst (CRRA) certification offered in-person on Wednesday during the Forum week. The Forum, workshop and exam are held in a national hotel which also includes sit down lunch and dinner with guest speakers, breaks with snacks, and educational tour. Membership of 173 in TY 2024.For the 2024 55th Financial Forum: 71 attended, 15 took the CRRA, 12 attended the Workshop. During the year, we provide on-line training with quarterly webinars available free for members and modest fee to non-members. Held Annual SURFA Forum in Richmond VA dates April 11 and April 12 , 2024 Event held at Omni Hotel in Richmond VA 0 45024 Administered Annual Certified Rate of Return Analyst Exam on April 10, 2024 in Richmond VA. Exam held at Omni Hotel in Richmond VA. CRRA Exam's expenses are included in total conference hotel's expense. Held Annual Cost of Capital Workshop on April 9, 2024 Richmond VA. Events held at Omni Hotel in Richmond VA Workshop expenses are included in total conference hotel's expense. Made preparations and deposits for 2025 Annual SURFA Forum to be held April 22, 23, 24 and 25 in Charlotte, NC at Embassy Suites, Charlotte, NC. 15400 Maintain online presence-website, conference app, bank credit card processing 14981 75405 Geoffrey Rush President 10 0 0 0 Emilly Sears Vice President 5 0 0 0 Rita Scuris Secretary/Treasurer 15.00 0 0 0 Enrique Bacalao Director 5 0 0 0 Nik Banka Director 5 0 0 0 Barbara Chapman Director 5 0 0 0 Mark Cicchetti Ex-Officio 5 0 0 0 Jared Deason Director 5 0 0 0 Edward Kaufman Director 5 0 0 0 Mark Khouzam Director 5 0 0 0 Richard A Michelfelder Director 5 0 0 0 Elizabeth Pardue Director 5 0 0 0 Rachel Schlensker Director 5 0 0 0 Paul Schulz Director 1.00 0 0 0 Joseph Terry Director 5 0 0 0 Ryan Wobbrock Director 5 0 0 0 Bente Villadsen Ex-Officio 5 0 0 0 Tommy Oliver Ex-Officio 5 0 0 0 Pauline Ahern Ex-Officio, Webmaster 15 0 0 0 Farris Rusty Maddox CRRA Exam Program Director 10 0 0 0 0 0 0 0 0 0 0 0 0 Rita Scuris 10 Franklin Square New Britain CT 06051 8607946147 0 0 0 0 0 0 0 0 X Form 990-EZ, Part I, Line 8 Description;Amount^Cost of Capitol Manual Publication Sold to members;900^Total;900^ Form 990-EZ, Part I, Line 16 Description;Amount^Conference Hotel Expense Conference Space AV Meals;51873|Conference Outing Bus Flying Squirls tickets;1365|Speaker Gifts Supplies;788|Forum Speaker Travel Expense Reimbursement;2126|Conference I O App for SURFA Forum;2000|MemberClicks Website;6475|NSSBA CPE Credit;875|Zoom Professional for SURFA Webinars;2000|Fees Bank fees Credit card processing fees;3302|Hostway Webdesigner;329|2024 Forum Board of Directors Outgoing Awards;772|Mis'l;5^Total;71910^ Form 990-EZ, Part VI, Line 47 SURFA requested extension to file as we were no longer able to use 990 Post Card as revenue exceeded $50,000. the IRS approved the Extension on July 8, 2025 Form 8868 accepted by IRS on July 8, 2025. First time we need to file Form-990EZ prior to that we were doing the 990 Post Card.