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Nonprofit · EIN 90-0770635

CFA SOCIETY HARTFORD INC

Tax-exempt · GRANBY, CT 06035

Financials

$189K$188K2023$209K$165K2024$242K$253K2025
Revenue Expenses · by fiscal year end
Financials of CFA SOCIETY HARTFORD INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$242,443$253,445-$11,002$503,010$0$503,010
June 30, 2025990$209,198$164,856$44,342$464,239$0$464,239
June 30, 2024990$189,050$188,469$581$399,108$0$399,108
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$97,429
Membership dues
$53,875
Program service revenue
$125,338
Investment income
$19,676
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,800
Occupancy
$300
Program services (functional)
$253,445

Balance sheet and other

Total assets, start of year
$464,239
Total assets, end of year
$503,010
Total liabilities, end of year
$0
Net assets, end of year
$503,010
Publicly traded securities
$502,250
Gross receipts
$242,443
Employees
0
Volunteers
0
Year formed
1976
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, 2026, highest compensation first.

NameTitleHours / weekCompensation
RICHARD RAZZAPRESIDENT
Trustee or director, Officer
5$0
JOE BACCASHTREASURER
Trustee or director, Officer
5$0
BENJAMIN LEVINEDIRECTOR
Trustee or director, Officer
4$0
LYN FARRISSDIRECTOR
Trustee or director, Officer
4$0
IAN GREENPRESIDENT ELECT
Trustee or director, Officer
4$0
JAMES NEWMANDIRECTOR
Trustee or director, Officer
4$0
RAY BOVICHDIRECTOR
Trustee or director, Officer
4$0
SEAN MCCAFFREYDIRECTOR
Trustee or director, Officer
4$0
YI WEISECRETARY
Trustee or director, Officer
4$0
JORDAN MARINODIRECTOR
Trustee or director, Officer
4$0
MICHAEL RICKETTDIRECTOR
Trustee or director, Officer
4$0
990 for the year ended June 30, 2025: 10 people
NameTitleHours / weekCompensation
RICHARD RAZZAPRESIDENT
Trustee or director, Officer
5$0
JOE BACCASHTREASURER
Trustee or director, Officer
5$0
BENJAMIN LEVINEVICE PRESIDENT
Trustee or director, Officer
4$0
KATHRYN PIZZIVICE PRESIDENT
Trustee or director, Officer
4$0
IAN GREENVICE PRESIDENT
Trustee or director, Officer
4$0
JAMES NEWMANIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
4$0
RAY BOVICHVICE PRESIDENT
Trustee or director, Officer
4$0
MICHELLE ROTONDOVICE PRESIDENT
Trustee or director, Officer
4$0
YI WEISECRETARY
Trustee or director, Officer
4$0
JULIANNA DALTONVICE PRESIDENT
Trustee or director, Officer
4$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
RICHARD RAZZAPRESIDENT
Trustee or director, Officer
5$0
JOE BACCASHTREASURER & PRES-ELECT
Trustee or director, Officer
5$0
BENJAMIN LEVINEV PRESIDENT
Trustee or director, Officer
4$0
KATHRYN PIZZIV PRESIDENT
Trustee or director, Officer
4$0
IAN GREENVICE PRESIDENT
Trustee or director, Officer
4$0
JAMES NEWMANIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
4$0
RAY BOVICHVICE PRESIDENT
Trustee or director, Officer
4$0
MICHELLE ROTONDOVICE PRESIDENT
Trustee or director, Officer
4$0
YI WEISECRETARY
Trustee or director, Officer
4$0

Address and contacts

Address (IRS master file)
PO BOX 266, GRANBY, CT 06035-0266
Principal officer (990 for 2025)
JOSEPH BACCASH, PO BOX 266, GRANBY, CT 06035
Signed the 990
JOSEPH BACCASH, TREASURER
Phone
(860) 841-2815
Return prepared by
DAVID E VEILLEUX CPA LLC

Mission

TO PROMOTE PROFESSIONAL EDUCATION SERVICES AND ETHICS TO THE CFA MEMBERS THROUGH A VARIETY OF MONTHLY AND ANNUAL PROGRAMS AND CONFERENCES.

990 for the year ended June 30, 2026

Program accomplishments

  • ORGANIZE ANNUAL FORECAST DINNER FOR LOCAL PROFESSIONALS TO PROVIDE INVESTMENT AND STRATEGIC OUTLOOK FOR THE UPCOMING YEAR
    Expenses $85,514 · revenue $112,858
  • ORGANIZE MONTHLY PROGRAMS AND CONFERENCES TO PROMOTE PROFESSIONAL EDUCATION AND ETHICS AMONG MEMBERS.
    Expenses $167,931 · revenue $32,156

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
90-0770635
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$503,010
Income (IRS master file)
$242,443

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$242,443$253,445$503,010XML
990June 2025$209,198$164,856$464,239XML
990June 2024$189,050$188,469$399,108IRS
990June 2023$174,362$177,845$372,812IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990-EZJune 2018–––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 90-0770635).

Questions about CFA SOCIETY HARTFORD INC

What is the EIN of CFA SOCIETY HARTFORD INC?
The employer identification number (EIN) of CFA SOCIETY HARTFORD INC is 90-0770635.
Is CFA SOCIETY HARTFORD INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
Are donations to CFA SOCIETY HARTFORD INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CFA SOCIETY HARTFORD 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 HARTFORD INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CFA SOCIETY HARTFORD INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of CFA SOCIETY HARTFORD INC?
The 990 for the year ended June 30, 2026 names JOSEPH BACCASH.
Who are the officers and directors of CFA SOCIETY HARTFORD INC?
The 990 for the year ended June 30, 2026 lists 11 people; 0 received compensation from the organization.
How much revenue does CFA SOCIETY HARTFORD INC have?
On its 990 for the year ended June 30, 2026 it reported revenue of $242,443, expenses of $253,445 and total assets of $503,010 at year end.

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