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CFA SOCIETY NEW YORK INC

EIN 83-3591457 NEW YORK, NY

Revenue 2024
$4,724,981
Expenses 2024
$4,274,470

As filed

Subsection
06
NTEE code
S46
Classification
1000
Street
1540 BROADWAY STE 1010

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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 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.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • KEN D'SOUZA CFA

    CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • CAROLINE BUSBY CFA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • MARYA ANN SAVOLA CFA MBA

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • MILA SKULKINA CFA

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • DAVID ALLEN CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • DANIELLE KLOEBLEN CFA MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • THOMAS BRIGANDI CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • ANDREW AUSLANDER CFA FRM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • PAUL BENJAMIN CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • ARTHUR FLIEGELMAN CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • LEO SCHMIDT CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • DAVID KNUTSON CFA FRM CMT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • SANJAY ARORA CFA CMA ACA

    FORMER DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • PAULINA ROGAWSKI TEP CRPC

    FORMER DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • ARUN MANANSINGH

    EXECUTIVE DIRECTOR

    Total calculated
    $300,977
    From this org
    $282,356
    From related orgs
    $0
    Other
    $18,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,356
    Bonus
    $25,000
    Other
    $0
    Deferred
    $16,225
    Nontaxable benefits
    $2,396
    Filer's total
    $300,977

  • LOURDES MORTEL

    CFO

    Total calculated
    $181,717
    From this org
    $156,940
    From related orgs
    $0
    Other
    $24,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,940
    Bonus
    $16,000
    Other
    $0
    Deferred
    $10,091
    Nontaxable benefits
    $14,686
    Filer's total
    $181,717

  • ROBERT ROWAN

    DIRECTOR OF CFANY ASSET OWNER SERIES

    Total calculated
    $133,992
    From this org
    $103,467
    From related orgs
    $0
    Other
    $30,525
    Hours/week
    40

  • CHRISTOPHER BRUZESE

    DIRECTOR OF MEDIA PRODUCTIONS

    Total calculated
    $139,388
    From this org
    $130,780
    From related orgs
    $0
    Other
    $8,608
    Hours/week
    40

  • JAMES COPPOLA

    DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS

    Total calculated
    $163,887
    From this org
    $130,092
    From related orgs
    $0
    Other
    $33,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,816
    Bonus
    $3,000
    Other
    $9,276
    Deferred
    $6,679
    Nontaxable benefits
    $27,116
    Filer's total
    $163,887

  • DIONNE DOWNS

    DIRECTOR EVENTS AND PROGRAMMING

    Total calculated
    $128,562
    From this org
    $111,922
    From related orgs
    $0
    Other
    $16,640
    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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $4,724,981
    Expenses
    $4,274,470
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $4,894,689
    Expenses
    $3,939,065
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $4,732,484
    Expenses
    $3,978,109
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Form 990-N e-Postcard, tax year 2021

Tax period
1 September 2021 to 31 August 2022
Principal officer
BRUCE ALPERT
Mailing address
1540 BROADWAY 1010NEW YORK NY 10036

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.