Nonprofit · EIN 23-7069442
CFA SOCIETY PROVIDENCE
Tax-exempt · PROVIDENCE, RI 02940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $37,408 | $34,220 | $3,188 | $218,135 | $0 | $218,135 |
| June 30, 2024 | 990-EZ | $57,872 | $46,830 | $11,042 | $196,526 | $0 | $196,526 |
| June 30, 2023 | 990-EZ | $60,767 | $77,594 | -$16,827 | $165,258 | $14,250 | $151,008 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,150
- Membership dues
- $10,994
- Program service revenue
- $6,060
- Investment income
- $4,204
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $7,026
- Professional fees and payments to contractors
- $2,200
- Other expenses
- $24,994
Balance sheet and other
- Total assets, start of year
- $196,526
- Total assets, end of year
- $218,135
- Total liabilities, end of year
- $0
- Net assets, end of year
- $218,135
- Cash, savings and investments
- $218,135
- Gross receipts
- $37,408
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN ARRUDA | BOARD MEMBER | 1 | $0 |
| LIU WANG | BOARD MEMBER | 1 | $0 |
| ALFONSO CUMPLIDO | BOARD MEMBER | 1 | $0 |
| ERIC VARGAS | TREASURER | 1 | $0 |
| JUSTIN MAISTROW | VICE PRESIDENT AND SECRETA | 1 | $0 |
| JAMISON MILLER | PRESIDENT | 1 | $0 |
| MARCIN KROLIKOWSKI | BOARD MEMBER | 1 | $0 |
| TOLU AKRINRIMISI | PROGRAM CHAIR | 1 | $0 |
| RYAN DEGNAN | MEMBERSHIP CHAIR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN ARRUDA | BOARD MEMBER | 1 | $0 |
| LIU WANG | BOARD MEMBER | 1 | $0 |
| ALFONSO CUMPLIDO | BOARD MEMBER | 1 | $0 |
| DANIEL PINHEIRO | BOARD MEMBER | 1 | $0 |
| JUSTIN MAISTROW | PRESIDENT | 1 | $0 |
| JAMISON MILLER | VICE PRESIDENT AND SECRETARY | 1 | $0 |
| MARCIN KROLIKOWSKI | BOARD MEMBER | 1 | $0 |
| TOLU AKRINRIMISI | TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN ARRUDA | BOARD MEMBER | 1 | $0 |
| LIU WANG | BOARD MEMBER | 1 | $0 |
| ALFONSO CUMPLIDO | BOARD MEMBER & PRESIDENT | 1 | $0 |
| DANIEL PINHEIRO | BOARD MEMBER | 1 | $0 |
| BRIAN PACHECO | BOARD MEMBER | 1 | $0 |
| SEAN MCGUIRK | BOARD MEMBER | 1 | $0 |
| MARCIN KROLIKOWSKI | BOARD MEMBER & VICE PRESID | 1 | $0 |
| JASON SIPERSTEIN | BOARD MEMBER & TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 41027, PROVIDENCE, RI 02940-1027
- In care of
- % EDWARD OBRIEN
- Mailing address (990-N for 2010)
- 21 Powers Lane, Attleboro MA 02703
- Principal officer (990-N for 2010)
- Edward O'Brien, 21 Powers Lane, Attleboro MA 02703
- Signed the 990-EZ
- JUSTIN MAISTROW, PRESIDENT
- Phone
- (508) 415-7078
- Return prepared by
- MULLEN SCORPIO CERILLI
Mission
LOCAL CHAPTER OF THE CFA INSTITUTE. FOUNDED IN 1947, CFA SOCIETY PROVIDENCE TODAY ARRANGES PRESENTATIONS BY CORPORATE LEADERS, INDUSTRY EXPERTS, AND OTHER EDUCATIONAL SPEAKERS FOR THE BENEFIT OF ITS MEMBERS. MEMBERSHIP CONSISTS OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, EDUCATORS AND OTHER PROFESSIONALS INVOLVED IN THE FIELD OF INVESTMENTS.
Program accomplishments
- HOST MONTHLY EDUCATION PROGRAMS FOR CFA INSTITUTE MEMBERS AND GUESTS, AIMED AT INVESTMENT DECISIONS AND ETHICAL STANDARDS IN THE FINANCIAL INDUSTRY.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7069442
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $218,135
- Income (IRS master file)
- $37,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $37,408 | $34,220 | $218,135 | IRS |
| 990-EZ | June 2024 | $57,872 | $46,830 | $196,526 | IRS |
| 990-EZ | June 2023 | $60,767 | $77,594 | $165,258 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2010 Officer: Edward O'Brien | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 23-7069442).
Questions about CFA SOCIETY PROVIDENCE
- What is the EIN of CFA SOCIETY PROVIDENCE?
- The employer identification number (EIN) of CFA SOCIETY PROVIDENCE is 23-7069442.
- Is CFA SOCIETY PROVIDENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to CFA SOCIETY PROVIDENCE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY PROVIDENCE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CFA SOCIETY PROVIDENCE 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 PROVIDENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY PROVIDENCE?
- The 990-N for 2010 names Edward O'Brien.
- Who are the officers and directors of CFA SOCIETY PROVIDENCE?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY PROVIDENCE have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $37,408, expenses of $34,220 and total assets of $218,135 at year end.
Other nonprofits in PROVIDENCE
- RHODE ISLAND HOSPITAL EIN 05-0258954 · last filed 990 for 2025
- BROWN UNIVERSITY OF PROVIDENCE EIN 05-0258809 · last filed 990 for 2025
- THE MIRIAM HOSPITAL EIN 05-0258905 · last filed 990 for 2025
- KENT COUNTY MEMORIAL HOSPITAL EIN 05-0258896 · last filed 990 for 2025
- WOMEN & INFANTS HOSPITAL OF RHODE ISLAND EIN 05-0258937 · last filed 990 for 2025
- LIFESPAN CORPORATION EIN 22-2861978 · last filed 990 for 2025
- PROVIDENCE COLLEGE EIN 05-0258932 · last filed 990 for 2025
- LIFESPAN PHYSICIAN GROUP INC EIN 05-0389801 · last filed 990 for 2025