Nonprofit · EIN 85-0454738
THE CFA SOCIETY OF NEW MEXICO
Tax-exempt · ALBUQUERQUE, NM 87176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $55,499 | $52,629 | $2,870 | $129,499 | – | $129,499 |
| June 30, 2024 | 990-EZ | $49,321 | $44,666 | $4,655 | $126,629 | – | $126,629 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,000
- Membership dues
- $8,047
- Program service revenue
- $1,279
- Other revenue
- $34,173
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $14,625
- Printing, publications and postage
- $268
- Other expenses
- $37,736
- Program services (functional)
- $34,951
Balance sheet and other
- Total assets, start of year
- $126,629
- Total assets, end of year
- $129,499
- Total liabilities, end of year
- –
- Net assets, end of year
- $129,499
- Cash, savings and investments
- $129,499
- Gross receipts
- $55,499
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 |
|---|---|---|---|
| ANDREW HOCKEY | PRESIDENT | 10 | $0 |
| DI ZHOU | SECRETARY | 5 | $0 |
| JULIAN SERAFINI | TREASURER | 5 | $0 |
| JJ MILDER | DIRECTOR | 10 | $0 |
| PAUL ARIANO | DIRECTOR | 5 | $0 |
| MICHAEL SHACKELFORD | DIRECTOR | 5 | $0 |
| BEN CHANG | DIRECTOR(EX- | 5 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW HOCKEY | PRESIDENT | 10 | $0 |
| DI ZHOU | SECRETARY | 5 | $0 |
| JULIAN SERAFINI | TREASURER | 5 | $0 |
| JJ MILDER | DIRECTOR | 10 | $0 |
| PAUL ARIANO | DIRECTOR | 5 | $0 |
| MICHAEL SHACKELFORD | DIRECTOR | 5 | $0 |
| BEN CHANG | DIRECTOR(EX- | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 36947, ALBUQUERQUE, NM 87176-6947
- In care of
- % CHRIS DANIEL
- Mailing address (990-N for 2017)
- PO Box 36947, Albuquerque NM 87176
- Principal officer (990-N for 2017)
- Eric Edmond, 2300 North Ridgetop Rd, Santa Fe NM 87506
- Signed the 990-EZ
- MICHAEL SHACKELFORD, DIRECTOR
- Return prepared by
- BEASLEY MITCHELL & CO LLP
Mission
TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
Program accomplishments
- DELIVER MEMBER VALUE THROUGH ENGAGING EDUCATIONAL, NETWORKING AND SOCIAL OPPORTUNITIES THROUGHOUT THE YEAR.Expenses $34,951
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-0454738
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $129,499
- Income (IRS master file)
- $55,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $55,499 | $52,629 | $129,499 | XML |
| 990-EZ | June 2024 | $49,321 | $44,666 | $126,629 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Eric Edmond | June 30, 2018 | ≤ $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 85-0454738).
Questions about THE CFA SOCIETY OF NEW MEXICO
- What is the EIN of THE CFA SOCIETY OF NEW MEXICO?
- The employer identification number (EIN) of THE CFA SOCIETY OF NEW MEXICO is 85-0454738.
- Is THE CFA SOCIETY OF NEW MEXICO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to THE CFA SOCIETY OF NEW MEXICO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE CFA SOCIETY OF NEW MEXICO 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 THE CFA SOCIETY OF NEW MEXICO 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 THE CFA SOCIETY OF NEW MEXICO 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 THE CFA SOCIETY OF NEW MEXICO?
- The 990-N for 2017 names Eric Edmond.
- Who are the officers and directors of THE CFA SOCIETY OF NEW MEXICO?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE CFA SOCIETY OF NEW MEXICO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $55,499, expenses of $52,629 and total assets of $129,499 at year end.
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All nonprofits in ALBUQUERQUE · New Mexico · Community improvement and capacity building