Nonprofit · EIN 06-1513527
CFA SOCIETY OF STAMFORD INC
Tax-exempt · STAMFORD, CT 06905
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $148,346 | $109,632 | $38,714 | $540,295 | $0 | $540,295 |
| June 30, 2024 | 990-EZ | $134,787 | $110,342 | $24,445 | $488,578 | $0 | $488,578 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $140,328
- Investment income
- $8,018
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $58,692
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $735
Balance sheet and other
- Total assets, start of year
- $488,578
- Total assets, end of year
- $540,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $540,295
- Publicly traded securities
- $471,006
- Net assets without donor restrictions
- $540,295
- Gross receipts
- $337,346
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1998
- State of legal domicile
- CT
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George Rimakis | Secretary and Volunteer Engagement Chair Officer | 3 | $0 |
| Victoria Konstantinova | VP and University Relations Chair Officer | 3 | $0 |
| Timothy Van Hooser | VP and Treasurer Officer | 3 | $0 |
| Kanna Sriskanthan | President Officer | 10 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George Rimakis | Secretary and Volunteer Engagement Chair | 3 | $0 |
| Victoria Konstantinova | VP and University Relations Chair | 3 | $0 |
| Timothy Van Hooser | VP and Treasurer | 3 | $0 |
| Kanna Sriskanthan | President | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1127 HIGH RIDGE RD SUITE 307, STAMFORD, CT 06905-1203
- In care of
- % KANNA SRISKANTHAN
- Principal officer (990 for 2024)
- Kanna Sriskanthan, 1127 HIGH RIDGE RD, Suite 307, STAMFORD, CT 069051203
- Signed the 990
- Kanna Sriskanthan, President
- Phone
- (917) 344-9068
Mission
We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest. We offer high quality programs on topics that provide opportunities for our members and extended community to expand their knowledge professional development and network with others in our industry.
Program accomplishments
- Forecast Dinner CFA Society Stamfords 2025 Forecast Dinner was held on March 27th. This was the 23nd year we held this premier networking event bringing together our members and leading investment and financial professionals in Westchester and Fairfield Counties. With over 200 attendees it accomplished its key goals of member engagement professional education and brand building for our societyExpenses $41,577 · revenue $43,135
- Graduation Celebration Our annual meeting was held on June 18th at Rockrimmom Country Club. The mani purpose of the meeting was to announce the election of the FY26 Board This Year's meeting also included a member engagement component which included a "Fireside Chat" with Bob Michele CFA Chief Investment Officer and Head of the Global Fixed Income Currency & Commodities group at J.P. Morgan Asset Management.Expenses $5,733 · revenue $140
- SSGA Event Simona Mocuta Chief Economist State Street Global Advisors joined us on September 12th to present a US Macro Update to our members and quests. With over 50 attendees it accomplished its key goals of member engagement professional education and brand building for our societyExpenses $4,187 · revenue $245
- Summer SocialExpenses $3,044
- Wine TastingExpenses $874
- Grayscale webinarExpenses $210
- Candidate Career NightExpenses $3,068
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 06-1513527
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $540,295
- Income (IRS master file)
- $337,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $148,346 | $109,632 | $540,295 | XML |
| 990-EZ | June 2024 | $134,787 | $110,342 | $488,578 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 06-1513527).
Questions about CFA SOCIETY OF STAMFORD INC
- What is the EIN of CFA SOCIETY OF STAMFORD INC?
- The employer identification number (EIN) of CFA SOCIETY OF STAMFORD INC is 06-1513527.
- Is CFA SOCIETY OF STAMFORD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1998.
- Are donations to CFA SOCIETY OF STAMFORD INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF STAMFORD INC 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 SOCIETY OF STAMFORD INC 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 SOCIETY OF STAMFORD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF STAMFORD INC?
- The 990 for the year ended June 30, 2025 names Kanna Sriskanthan.
- Who are the officers and directors of CFA SOCIETY OF STAMFORD INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF STAMFORD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $148,346, expenses of $109,632 and total assets of $540,295 at year end.
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