Nonprofit · EIN 83-3591457
CFA SOCIETY NEW YORK INC
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,724,981 | $4,274,470 | $450,511 | $23,701,076 | $12,170,158 | $11,530,918 |
| August 31, 2024 | 990 | $4,894,689 | $3,939,065 | $955,624 | $23,321,030 | $13,075,444 | $10,245,586 |
| August 31, 2023 | 990 | $4,732,484 | $3,978,109 | $754,375 | $13,497,612 | $4,532,703 | $8,964,909 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,509,496
- Investment income
- $262,810
- Net rental income
- $134,145
- Net gain from sales of assets
- -$27,134
- Other revenue
- $952,675
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $510,808
- Other salaries and wages
- $1,134,733
- Salaries, compensation and benefits (total)
- $1,968,886
- Professional fundraising fees
- $0
- Legal fees
- $25,486
- Accounting fees
- $40,400
- Occupancy
- $1,046,811
- Depreciation
- $283,263
Balance sheet and other
- Total assets, start of year
- $23,321,030
- Total assets, end of year
- $23,701,076
- Total liabilities, end of year
- $12,170,158
- Net assets, end of year
- $11,530,918
- Land, buildings and equipment
- $166,121
- Publicly traded securities
- $9,884,845
- Net assets without donor restrictions
- $11,530,918
- Gross unrelated business income
- $134,145
- Gross receipts
- $7,478,344
- Employees
- 18
- Volunteers
- 252
- Year formed
- 2019
- State of legal domicile
- NY
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ARUN MANANSINGH | EXECUTIVE DIRECTOR Officer | 40 | $282,356 | $18,621 |
| LOURDES MORTEL | CFO Officer | 40 | $156,940 | $24,777 |
| JAMES COPPOLA | DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS Highest-paid employee | 40 | $130,092 | $33,795 |
| CHRISTOPHER BRUZESE | DIRECTOR OF MEDIA PRODUCTIONS Highest-paid employee | 40 | $130,780 | $8,608 |
| ROBERT ROWAN | DIRECTOR OF CFANY ASSET OWNER SERIES Highest-paid employee | 40 | $103,467 | $30,525 |
| DIONNE DOWNS | DIRECTOR EVENTS AND PROGRAMMING Highest-paid employee | 40 | $111,922 | $16,640 |
| KEN D'SOUZA CFA | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE BUSBY CFA | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MARYA ANN SAVOLA CFA MBA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| MILA SKULKINA CFA | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DAVID ALLEN CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DANIELLE KLOEBLEN CFA MBA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| THOMAS BRIGANDI CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ANDREW AUSLANDER CFA FRM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| PAUL BENJAMIN CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR FLIEGELMAN CFA | DIRECTOR Trustee or director | 3 | $0 |
| LEO SCHMIDT CFA | DIRECTOR Trustee or director | 3 | $0 |
| DAVID KNUTSON CFA FRM CMT | DIRECTOR Trustee or director | 3 | $0 |
| SANJAY ARORA CFA CMA ACA | FORMER DIRECTOR Trustee or director | 3 | $0 |
| PAULINA ROGAWSKI TEP CRPC | FORMER DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended August 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ARUN MANANSINGH | CEO Officer | 40 | $266,992 | $17,709 |
| LOURDES MORTEL | CFO Officer | 40 | $159,900 | $8,736 |
| JAMES COPPOLA | DIRECTOR OF SPONSORSHIPS A Highest-paid employee | 40 | $133,354 | $26,859 |
| CHRISTOPHER BRUZESE | DIRECTOR OF MEDIA PRODUCTI Highest-paid employee | 40 | $129,969 | $8,438 |
| ROBERT ROWAN | DIRECTOR OF CFANY ASSET OW Highest-paid employee | 40 | $103,317 | $23,550 |
| DIONNE DOWNS | DIRECTOR EVENTS AND PROGRAMMING Highest-paid employee | 40 | $110,378 | $12,723 |
| DAVID ALLEN CFA | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| KEN D'SOUZA CFA | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| THOMAS BRIGANDI CFA | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| CAROLINE BUSBY CFA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SANJAY ARORA CFA CMA ACA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ANDREW AUSLANDER CFA FRM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| PAUL BENJAMIN CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ARTHUR FLIEGELMAN CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| PAULINA ROGAWSKI TEP CRPC | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MARYA ANN SAVOLA CFA MBA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| LEO SCHMIDT CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MILA SKULKINA CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| AMELIE DEROSNE CFA | FORMER DIRECTOR Trustee or director | 3 | $0 | $0 |
| KATRINA DUDLEY CFA | FORMER DIRECTOR Trustee or director | 3 | $0 | $0 |
| KELLY YE CFA | FORMER DIRECTOR Trustee or director | 3 | $0 | $0 |
990 for the year ended August 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ARUN MANANSINGH | CEO Officer | 40 | $195,833 | $4,130 |
| JAMES COPPOLA | DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS Highest-paid employee | 40 | $109,494 | $26,985 |
| ROBERT ROWAN | DIRECTOR OF CFANY ASSET OWNER SERIES Highest-paid employee | 40 | $103,506 | $26,945 |
| CHRISTOPHER BRUZESE | DIRECTOR OF MEDIA PRODUCTIONS Highest-paid employee | 40 | $120,227 | $7,632 |
| JAMES SKOWRENSKI | DIRECTOR OF MARKETING AND MEMBERSHIP Highest-paid employee | 40 | $107,511 | $20,010 |
| LOURDES MORTEL | CFO Officer | 40 | $45,623 | $265 |
| THOMAS BRIGANDI CFA | CHAIRMAN Trustee or director | 3 | $0 | $0 |
| DAVID ALLEN CFA | VICE CHAIRMAN Trustee or director | 3 | $0 | $0 |
| ANDREW AUSLANDER CFA FRM | TREASURER Trustee or director | 3 | $0 | $0 |
| MARYA ANN SAVOLA CFA MBA | SECRETARY Trustee or director | 3 | $0 | $0 |
| KEN D'SOUZA CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| AMELIE DEROSNE CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CAROLINE BUSBY CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KELLY YE CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ARTHUR FLIEGELMAN CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KATRINA DUDLEY CFA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| PAULINA ROGAWSKI TEP CRPC | DIRECTOR Trustee or director | 3 | $0 | $0 |
| SANJAY ARORA CFA CMA ACA | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DEEPIKA SHARMA CFA | FORMER DIRECTOR Trustee or director | 3 | $0 | $0 |
| SAMMY SUZUKI CFA | FORMER DIRECTOR Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1540 BROADWAY STE 1010, NEW YORK, NY 10036-4083
- In care of
- % DANIEL DAGEN
- Mailing address (990-N for 2021)
- 1540 BROADWAY 1010, NEW YORK NY 10036
- Principal officer (990 for 2024)
- ARUN MANANSINGH, 1540 BROADWAY 1010, NEW YORK, NY 10036
- Principal officer (990-N for 2021)
- BRUCE ALPERT, 1540 BROADWAY 1010, NEW YORK NY 10036
- Signed the 990
- ARUN MANANSINGH, CEO
- Phone
- (646) 871-3406
- Website
- WWW.CFANY.ORG
- Return prepared by
- CONDON O'MEARA MCGINTY & DONNELLY LLP
Mission
THE MISSION OF CFA SOCIETY NEW YORK IS TO SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC.
Program accomplishments
- MEMBERSHIP ACTIVITIES - MAINTAINED A DATABASE FOR MEMBERS, PROVIDED EXCLUSIVE MEMBER ONLY NETWORKING EVENTS, WEEKLY DIGITAL NEWSLETTER AND JOB BOARD FOR 10,606 MEMBERS. EDUCATIONAL ACTIVITIES - CONDUCTED 29 CLASSES SERVING 1,204 REGISTRANTS.SEMINARS AND PRESENTATIONS - HOSTED 161 CONFERENCES, SEMINARS AND PROGRAMS ATTENDED BY 4,586 ATTENDEES.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 83-3591457
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S46)
- Assets (IRS master file)
- $23,701,076
- Income (IRS master file)
- $7,478,344
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,724,981 | $4,274,470 | $23,701,076 | IRS |
| 990 | August 2024 | $4,894,689 | $3,939,065 | $23,321,030 | IRS |
| 990 | August 2023 | $4,732,484 | $3,978,109 | $13,497,612 | XML |
| 990-N for 2021 Officer: BRUCE ALPERT | August 31, 2022 | ≤ $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 83-3591457).
Questions about CFA SOCIETY NEW YORK INC
- What is the EIN of CFA SOCIETY NEW YORK INC?
- The employer identification number (EIN) of CFA SOCIETY NEW YORK INC is 83-3591457.
- Is CFA SOCIETY NEW YORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2022.
- Are donations to CFA SOCIETY NEW YORK INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY NEW YORK 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 NEW YORK INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY NEW YORK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CFA SOCIETY NEW YORK INC?
- The 990 for the year ended August 31, 2025 names ARUN MANANSINGH.
- Who are the officers and directors of CFA SOCIETY NEW YORK INC?
- The 990 for the year ended August 31, 2025 lists 20 people; 6 received compensation from the organization, the highest $282,356 (ARUN MANANSINGH, EXECUTIVE DIRECTOR).
- How much revenue does CFA SOCIETY NEW YORK INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,724,981, expenses of $4,274,470 and total assets of $23,701,076 at year end.
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