Totals
- Total revenue
- $4,894,689
- Total expenses
- $3,939,065
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,579,361
- Investment income
- $479,951
- Other revenue
- $835,377
- Total assets, end of year
- $23,321,030
- Total liabilities, end of year
- $13,075,444
- Net assets or fund balances, end of year
- $10,245,586
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,622,525 · related or exempt $2,622,525
-
2b · Program service revenue: EDUCATION
total $601,111 · related or exempt $601,111
-
2c · Program service revenue: SEMINARS
total $355,725 · related or exempt $355,725
-
3 · Investment income
total $306,750 · excluded $306,750
-
6a · Gross rents
real property $143,324
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $143,324
-
6d · Net rental income or loss
total $143,324 · unrelated business $143,324
-
7a · Gross sales of assets other than inventory
securities $2,557,711
-
7b · Less cost or other basis and sales expenses
securities $2,384,510
-
7c · Gain or loss
securities $173,201
-
7d · Net gain or loss
total $173,201 · excluded $173,201
-
11a · Other revenue: OTHER OPERATING REVENU
total $493,566 · excluded $493,566
-
11b · Other revenue: SPECIAL ACTIVITY DINNE
total $118,920 · excluded $118,920
-
11c · Other revenue: EMPLOYEE RETENTION CRE
total $65,242 · excluded $65,242
-
11d · All other revenue
total $14,325 · excluded $14,325
-
11e · Other revenue, total
$692,053
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $477,312
-
7 · Other salaries and wages
total $1,123,424
-
8 · Pension plan contributions
total $25,840
-
9 · Other employee benefits
total $83,578
-
10 · Payroll taxes
total $135,023
-
11b · Fees: legal
total $32,860
-
11c · Fees: accounting
total $40,761
-
11f · Fees: investment management
total $26,693
-
11g · Fees: other
total $126,555
-
12 · Advertising and promotion
total $72,547
-
13 · Office expenses
total $135,158
-
14 · Information technology
total $151,033
-
16 · Occupancy
total $1,050,523
-
22 · Depreciation, depletion and amortization
total $321,181
-
24a · Other expenses: MEALS & ENTERTAINMENT
total $125,590
-
24b · Other expenses: MISCELLANEOUS
total $10,987
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,123,132 · end of year $3,580,548
-
4 · Accounts receivable
beginning of year $1,095,841 · end of year $667,023
-
9 · Prepaid expenses and deferred charges
beginning of year $78,963 · end of year $186,036
-
10a · Land, buildings and equipment: cost or other basis
$3,915,930
-
10b · Land, buildings and equipment: accumulated depreciation
$3,479,065
-
10c · Land, buildings and equipment, net
beginning of year $654,426 · end of year $436,865
-
11 · Investments: publicly traded securities
beginning of year $2,092,070 · end of year $8,417,251
-
15 · Other assets
beginning of year $1,453,180 · end of year $10,033,307
-
17 · Accounts payable and accrued expenses
beginning of year $170,414 · end of year $147,834
-
19 · Deferred revenue
beginning of year $2,522,846 · end of year $2,709,568
-
25 · Other liabilities
beginning of year $1,839,443 · end of year $10,218,042
-
27 · Net assets without donor restrictions
beginning of year $8,964,909 · end of year $10,245,586
Mission and programs · 2023
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.
Activities or mission (Part I)
SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC.
-
MEMBERSHIP ACTIVITIES - MAINTAINED A DATABASE FOR MEMBERS, PROVIDED EXCLUSIVE MEMBER ONLY NETWORKING EVENTS, WEEKLY DIGITAL NEWSLETTER AND JOB BOARD FOR APPROXIMATELY 10,682 MEMBERS.EDUCATIONAL ACTIVITIES - CONDUCTED 39 ONLINE CLASSES SERVING 4,472 REGISTRANTS.SEMINARS AND PRESENTATIONS - HOSTED 131 CONFERENCES, SEMINARS AND PROGRAMS ATTENDED BY 3,771 ATTENDEES.
As filed on the 2023 return.
Listed in Part VII
-
David Allen CFADAVID ALLEN CFA
CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Ken D'Souza CFAKEN D'SOUZA CFA
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Thomas Brigandi CFATHOMAS BRIGANDI CFA
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Caroline Busby CFACAROLINE BUSBY CFA
SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Sanjay Arora CFA Cma AcaSANJAY ARORA CFA CMA ACA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Andrew Auslander CFA FrmANDREW AUSLANDER CFA FRM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Paul Benjamin CFAPAUL BENJAMIN CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Arthur Fliegelman CFAARTHUR FLIEGELMAN CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Paulina Rogawski Tep CrpcPAULINA ROGAWSKI TEP CRPC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Marya Ann Savola CFA MBAMARYA ANN SAVOLA CFA MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Leo Schmidt CFALEO SCHMIDT CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Mila Skulkina CFAMILA SKULKINA CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Amelie Derosne CFAAMELIE DEROSNE CFA
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Katrina Dudley CFAKATRINA DUDLEY CFA
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Kelly Ye CFAKELLY YE CFA
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Arun ManansinghARUN MANANSINGH
CEO
- Total calculated
- $284,701
- From this org
- $266,992
- From related orgs
- $0
- Other
- $17,709
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,992
- Bonus
- $20,000
- Other
- $0
- Deferred
- $15,744
- Nontaxable benefits
- $1,965
- Filer's total
- $284,701
-
Lourdes MortelLOURDES MORTEL
CFO
- Total calculated
- $168,636
- From this org
- $159,900
- From related orgs
- $0
- Other
- $8,736
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,400
- Bonus
- $13,500
- Other
- $0
- Deferred
- $7,986
- Nontaxable benefits
- $750
- Filer's total
- $168,636
-
Robert RowanROBERT ROWAN
DIRECTOR OF CFANY ASSET OW
- Total calculated
- $126,867
- From this org
- $103,317
- From related orgs
- $0
- Other
- $23,550
- Hours/week
- 40
-
Christopher BruzeseCHRISTOPHER BRUZESE
DIRECTOR OF MEDIA PRODUCTI
- Total calculated
- $138,407
- From this org
- $129,969
- From related orgs
- $0
- Other
- $8,438
- Hours/week
- 40
-
James CoppolaJAMES COPPOLA
DIRECTOR OF SPONSORSHIPS A
- Total calculated
- $160,213
- From this org
- $133,354
- From related orgs
- $0
- Other
- $26,859
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,261
- Bonus
- $1,082
- Other
- $12,011
- Deferred
- $6,664
- Nontaxable benefits
- $20,195
- Filer's total
- $160,213
-
Dionne DownsDIONNE DOWNS
DIRECTOR EVENTS AND PROGRAMMING
- Total calculated
- $123,101
- From this org
- $110,378
- From related orgs
- $0
- Other
- $12,723
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATE INVESTING PUBLIC · NY
Directly controlled by CFA SOCIETY NEW YORK INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501159349300030
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