Civic Intelligence

Cfa Society of Stamford Inc

EIN 06-1513527 • 501(c)6 • Stamford, CT

Profile

The CFA Society Stamford was incorporated in 1998 as a non-profit organization to serve the financial community and our CFA Charterholder members.We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest standards of ethics education and professional excellence. We offer high quality programs on topics that provide opportunities for our members and extended community to expand their knowledge professional development and network with others in our industry.

1127 High Ridge Rd Suite 307Stamford, CT 06905-1203

https: www.cfasociety.org stamford

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$540,295

Up $51,717 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$540,295

Up $51,717 (+11%) from 2024

Revenue

Up

$148,346

Up $13,559 (+10%) from 2024

Expenses

Down

$109,632

Down $710 (-0.6%) from 2024

Net Income

Up

$38,714

Up $14,269 (+58%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $80,330Liabilities 2011: $02011Assets 2012: $93,142Liabilities 2012: $02012Assets 2013: $109,423Liabilities 2013: $02013Assets 2014: $122,900Liabilities 2014: $02014Assets 2015: $155,215Liabilities 2015: $02015Assets 2016: $204,702Liabilities 2016: $02016Assets 2017: $227,013Liabilities 2017: $02017Assets 2018: $258,478Liabilities 2018: $02018Assets 2019: $278,638Liabilities 2019: $02019Assets 2020: $314,226Liabilities 2020: $02020Assets 2021: $387,051Liabilities 2021: $0Net Assets 2021: $387,0512021Assets 2022: $433,769Liabilities 2022: $0Net Assets 2022: $433,7692022Assets 2023: $464,133Liabilities 2023: $0Net Assets 2023: $464,1332023Assets 2024: $488,578Liabilities 2024: $0Net Assets 2024: $488,5782024Assets 2025: $540,295Liabilities 2025: $0Net Assets 2025: $540,2952025

Highlighted filing

2025

Assets$540,295
Liabilities$0
Net Assets$540,295

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2011: $94,472Expenses 2011: $78,314Net Income 2011: $16,1582011Revenue 2012: $98,036Expenses 2012: $85,224Net Income 2012: $12,8122012Revenue 2013: $91,738Expenses 2013: $75,466Net Income 2013: $16,2722013Revenue 2014: $87,958Expenses 2014: $84,352Net Income 2014: $3,6062014Revenue 2015: $97,899Expenses 2015: $65,584Net Income 2015: $32,3152015Revenue 2016: $123,097Expenses 2016: $73,610Net Income 2016: $49,4872016Revenue 2017: $130,953Expenses 2017: $95,701Net Income 2017: $35,2522017Revenue 2018: $103,466Expenses 2018: $72,001Net Income 2018: $31,4652018Revenue 2019: $128,543Expenses 2019: $108,382Net Income 2019: $20,1612019Revenue 2020: $146,228Expenses 2020: $110,640Net Income 2020: $35,5882020Revenue 2021: $119,551Expenses 2021: $46,726Net Income 2021: $72,8252021Revenue 2022: $147,721Expenses 2022: $101,003Net Income 2022: $46,7182022Revenue 2023: $124,734Expenses 2023: $94,370Net Income 2023: $30,3642023Revenue 2024: $134,787Expenses 2024: $110,342Net Income 2024: $24,4452024Revenue 2025: $148,346Expenses 2025: $109,632Net Income 2025: $38,7142025

Highlighted filing

2025

Revenue$148,346
Expenses$109,632
Net Income$38,714

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$1.48$1.10$0.39
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$1.35$1.10$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$1.25$0.94$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$1.48$1.01$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$1.20$0.47$0.73
2020Summary only. Only limited summary data is available for this year.$3.14$0.00$1.46$1.11$0.36
2019Summary only. Only limited summary data is available for this year.$2.79$0.00$1.29$1.08$0.20
2018Summary only. Only limited summary data is available for this year.$2.58$0.00$1.03$0.72$0.31
2017Summary only. Only limited summary data is available for this year.$2.27$0.00$1.31$0.96$0.35
2016Summary only. Only limited summary data is available for this year.$2.05$0.00$1.23$0.74$0.49
2015Summary only. Only limited summary data is available for this year.$1.55$0.00$0.98$0.66$0.32
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.88$0.84$0.04
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.92$0.75$0.16
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.98$0.85$0.13
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.94$0.78$0.16
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$134,787
Mission and Program Overview

Mission

CFASocietyStamford'smissionistoleadtheinvestmentprofessionlocallybypromotingthehigheststandardsofexcellence,education,professionalexcellenceandfellowshipforthebenefitofthelocalcommunity.

The CFA Society Stamford was incorporated in 1998 as a non-profit organization to serve the financial community and our CFA Charterholder members.We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest standards of ethics education and professional excellence. We offer high quality programs on topics that provide opportunities for our members and extended community to expand their knowledge professional development and network with others in our industry.

Program Services

DescriptionGrantsExpenses
CFA Society Stamfords 2024 Forecast Dinner was held on March 21st. This was the 22nd year we held this premier networking event bringing together leading investment and financial professionals in Westchester and Fairfield Counties. This years keynote speaker Gargi Pal Chaudhuri Head of iShares Investment Strategy and Markets Coverage Americas at Blackrock discussed the 2024 Outlook including investment themes the macroeconomic landscape and international investing. Rob Langrick CFA CIPM and Chief Product Advocate at CFA Institute served as the evenings moderator. PL Credits: CFA Society Stamford has determined that this program qualifies for 1.0 PL credit hours under the guidelines of the CFA Institute Professional Learning Program. # of attendees: 150$0$32,739
Graduation Ceremony for new Charter Holders. We recognized new CFA charter holders and heard from guest speaker Greg Filbeck CFA. # of attendees: 68$0$7,102
We held our annual meeting on June 20th at The Goose American Bistro and Bar in Darien CT. The annual meeting is when past board members are recognized and the results of votes for new board members are announced. # of attendees: 43$0$4,685
Bloomberg event. April 11 2024: Our thanks to Mandeep Singh CFA Head of Global Tech Research at Bloomberg Intelligence for his insightful presentation on the generative artificial intelligence AI impact to tech spending. A copy of Mr. Singhs presentation can be found here: April_11_2024_Gen_AI_BI_Presentation.pdf Our thanks also to our Leadership Circle Sponsor Bloomberg for their sponsorship of this event. Bloomberg would value your feedback.$0$3,801
Private markets$0$3,424
Candidate Night. A very big thank you to all the CFA candidates who were able to be with us last night at "Candidate Night" 2024. We also want to thank our program speakers: Rob Langrick CFA General Manager of the CFA Program and Jeff Kalapos CFA Michelle Yang CFA and Anthony Salva CFA. our panel participants. Thank you also to our Board Members: Kanna Sriskanthan President Aubrey Foerster CFA and Amy Bibb CFA CFA Society Stamford Candidate & Membership Co-Chairs.$0$3,077
Summer Social August 24 2023 at the Crab Shell in Stamford CT.$0$2,115
Member networking event$0$1,258
Wine tasting event in New Canaan CT.$0$907
University Events - UCONN. On Monday October 23 we hosted with the Financial Management Club and the Undergraduate Program at the UCONN an event focused on the career value of the CFA Charter. Our thanks to UCONN and to our speakers & panelists: Panel Moderator Guest Speaker: Moderator: Laurie Vormawah Head of Partnerships & Client Solutions CFA Institute Guest Speaker: Rob Langrick CFA General Manager CFA Program Panelists: Sarah Beyrich CFA Associate Portfolio Manager at Jackson Grant Advisers Jeffrey Kalapos CFA Chief Investment Officer Coastal Bridge Advisors Gregory Kruger CFA Director of Funding Investments and Foreign exchange IBM Manish Maheshwari CFA Portfolio Manager THB Asset Management G. Robin Wells CFA Financial Advisor Senior Portfolio Advisor Merrill Lynch Wealth Management$0$195
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
George RimakisSecretary And Volunteer Engagement Chair-$0--
Victoria KonstantinovaVP And University Relations Chair-$0--
Timothy Van HooserVP And Treasurer-$0--
Kanna SriskanthanPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society of Stamford Inc
EIN
06-1513527
In Care Of
% Kanna Sriskanthan
Address
1127 HIGH RIDGE RD SUITE 307, STAMFORD, CT 06905-1203

Signing Officer

Name
Timothy Van Hooser CFA
Title
Treasurer
Signed
2024-11-11
Supplemental Narrative

Additional Explanations

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Cash, $, $| Savings, $, $| Investments, $, $| Land and Buildings, $, $| Inventory, $, $| Prepaid Expenses, $, $| Organizations share of assets, $, $|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $|

Raw XML Appendix146 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CFA Society Stamfords 2024 Forecast Dinner was held on March 21st. This was the 22nd year we held this premier networking event bringing together leading investment and financial professionals in Westchester and Fairfield Counties. This years keynote speaker Gargi Pal Chaudhuri Head of iShares Investment Strategy and Markets Coverage Americas at Blackrock discussed the 2024 Outlook including investment themes the macroeconomic landscape and international investing. Rob Langrick CFA CIPM and Chief Product Advocate at CFA Institute served as the evenings moderator. PL Credits: CFA Society Stamford has determined that this program qualifies for 1.0 PL credit hours under the guidelines of the CFA Institute Professional Learning Program. # of attendees: 150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Graduation Ceremony for new Charter Holders. We recognized new CFA charter holders and heard from guest speaker Greg Filbeck CFA. # of attendees: 68
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2We held our annual meeting on June 20th at The Goose American Bistro and Bar in Darien CT. The annual meeting is when past board members are recognized and the results of votes for new board members are announced. # of attendees: 43
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Wine tasting event in New Canaan CT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Private markets
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Summer Social August 24 2023 at the Crab Shell in Stamford CT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6University Events - UCONN. On Monday October 23 we hosted with the Financial Management Club and the Undergraduate Program at the UCONN an event focused on the career value of the CFA Charter. Our thanks to UCONN and to our speakers & panelists: Panel Moderator Guest Speaker: Moderator: Laurie Vormawah Head of Partnerships & Client Solutions CFA Institute Guest Speaker: Rob Langrick CFA General Manager CFA Program Panelists: Sarah Beyrich CFA Associate Portfolio Manager at Jackson Grant Advisers Jeffrey Kalapos CFA Chief Investment Officer Coastal Bridge Advisors Gregory Kruger CFA Director of Funding Investments and Foreign exchange IBM Manish Maheshwari CFA Portfolio Manager THB Asset Management G. Robin Wells CFA Financial Advisor Senior Portfolio Advisor Merrill Lynch Wealth Management
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Candidate Night. A very big thank you to all the CFA candidates who were able to be with us last night at "Candidate Night" 2024. We also want to thank our program speakers: Rob Langrick CFA General Manager of the CFA Program and Jeff Kalapos CFA Michelle Yang CFA and Anthony Salva CFA. our panel participants. Thank you also to our Board Members: Kanna Sriskanthan President Aubrey Foerster CFA and Amy Bibb CFA CFA Society Stamford Candidate & Membership Co-Chairs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Bloomberg event. April 11 2024: Our thanks to Mandeep Singh CFA Head of Global Tech Research at Bloomberg Intelligence for his insightful presentation on the generative artificial intelligence AI impact to tech spending. A copy of Mr. Singhs presentation can be found here: April_11_2024_Gen_AI_BI_Presentation.pdf Our thanks also to our Leadership Circle Sponsor Bloomberg for their sponsorship of this event. Bloomberg would value your feedback.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Member networking event
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $|
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Timothy Van Hooser CFA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0061513527
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ReturnHeader/Filer/USAddress/AddressLine1Txt01127 HIGH RIDGE RD SUITE 307
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
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ReturnHeader/ReturnTs02024-11-11T16:32:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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