Civic Intelligence

Cfa Society Hartford Inc

EIN 90-0770635 • 501(c)6 • Granby, CT

Profile

To promote professional education services and ethics to the cfa members through a variety of monthly and annual programs and conferences.

PO Box 266Granby, CT 06035

cfasociety.org/HARTFORD

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

82nd percentile

21%

Higher net margin than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

64th percentile

9.5%

Faster revenue growth than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$464,239

Up $65,131 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$464,239

Up $65,131 (+16%) from 2024

Operations
Liabilities / Revenue50th percentileNet Margin82nd percentile

Revenue

Up

$209,198

Up $20,148 (+11%) from 2024

Expenses

Down

$164,856

Down $23,613 (-13%) from 2024

Net Income

Up

$44,342

Up $43,761 (+7532%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2015: $272,378Liabilities 2015: $02015Assets 2016: $284,046Liabilities 2016: $02016Assets 2017: $333,590Liabilities 2017: $02017Assets 2018: $345,323Liabilities 2018: $0Net Assets 2018: $345,3232018Assets 2019: $345,130Liabilities 2019: $0Net Assets 2019: $345,1302019Assets 2020: $370,551Liabilities 2020: $0Net Assets 2020: $370,5512020Assets 2021: $480,881Liabilities 2021: $0Net Assets 2021: $480,8812021Assets 2022: $355,173Liabilities 2022: $0Net Assets 2022: $355,1732022Assets 2023: $372,812Liabilities 2023: $0Net Assets 2023: $372,8122023Assets 2024: $399,108Liabilities 2024: $0Net Assets 2024: $399,1082024Assets 2025: $464,239Liabilities 2025: $0Net Assets 2025: $464,2392025

Highlighted filing

2025

Assets$464,239
Liabilities$0
Net Assets$464,239
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $152,722Expenses 2015: $127,753Net Income 2015: $24,9692015Revenue 2016: $140,799Expenses 2016: $126,321Net Income 2016: $14,4782016Revenue 2017: $156,427Expenses 2017: $132,398Net Income 2017: $24,0292017Revenue 2018: $155,352Expenses 2018: $160,198Net Income 2018: -$4,8462018Revenue 2019: $191,831Expenses 2019: $198,198Net Income 2019: -$6,3672019Revenue 2020: $194,484Expenses 2020: $166,796Net Income 2020: $27,6882020Revenue 2021: $130,778Expenses 2021: $93,353Net Income 2021: $37,4252021Revenue 2022: $157,709Expenses 2022: $187,268Net Income 2022: -$29,5592022Revenue 2023: $174,362Expenses 2023: $177,845Net Income 2023: -$3,4832023Revenue 2024: $189,050Expenses 2024: $188,469Net Income 2024: $5812024Revenue 2025: $209,198Expenses 2025: $164,856Net Income 2025: $44,3422025

Highlighted filing

2025

Revenue$209,198
Expenses$164,856
Net Income$44,342
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$464,239
Liabilities
$0
Net assets
$464,239
Revenue
$209,198
Expenses
$164,856
Net income
$44,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$0.00$4.64$2.09$1.65$0.44
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$1.89$1.88$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$1.74$1.78$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$1.58$1.87$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.00$4.81$1.31$0.93$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$1.94$1.67$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$1.92$1.98$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$1.55$1.60$0.05
2017Summary only. Only limited summary data is available for this year.$3.34$0.00$1.56$1.32$0.24
2016Summary only. Only limited summary data is available for this year.$2.84$0.00$1.41$1.26$0.14
2015Summary only. Only limited summary data is available for this year.$2.72$0.00$1.53$1.28$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$209,198
Mission and Program Overview

Mission

To promote professional education services and ethics to the cfa members through a variety of monthly and annual programs and conferences.

Provide educational services to chartered financial analyst community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$399,108$464,239▲ $65,131
Investments in Publicly Traded Securities$394,304$442,801▲ $48,497
Cash and Non-Interest-Bearing Accounts$4,804$21,438▲ $16,634
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$399,108$464,239▲ $65,131
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$399,108$464,239▲ $65,131
Total Liabilities and Net Assets / Fund Balance$399,108$464,239▲ $65,131
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
James NewmanImmediate Past President
Richard RazzaPresident
Benjamin LevineVice President
Ian GreenVice President
Julianna DaltonVice President
Kathryn PizziVice President
Michelle RotondoVice President
Ray BovichVice President
Yi WeiSecretary
Joe BaccashTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,053
Program Service Revenue
$87,438
Investment Income
$27,707
Other Revenue
$0
All Other Contributions
$73,250
Change in Net Assets
$44,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$44,214--$44,214
Information Technology$7,210--$7,210
All Other Expenses$6,189--$6,189
Other Expenses$5,580--$5,580
Conferences and Meetings$2,408--$2,408
Advertising$2,085--$2,085
Occupancy$1,200--$1,200
Fees for Services Legal$225--$225
Office Expenses$188--$188
Total Functional Expenses$164,856$0$0$164,856
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Organization has members which are elected to the governing board.”

Form 990, Part VI, Section B, Line 11B

“Organization is provided a copy of the form 990 prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Organization reviews the policy on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Independent board members review compensation of executive director annually.”

Form 990, Part VI, Section C, Line 18

“Organization makes its form 990 tax return available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and tax return documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cfa Society Hartford Inc
EIN
90-0770635
Phone
8608412815
Address
PO BOX 266, GRANBY, CT 06035

Signing Officer

Name
Joseph Baccash
Title
Treasurer
Phone
2034498712
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Baccash
Formed
1976
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
David E Veilleux CPA LLC
Address
415 SILAS DEANE HWY 106, WETHERSFIELD, CT 06109
Preparer
David E Veilleux CPA
Phone
8605295220
Raw XML Appendix399 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AdvertisingGrp/TotalAmt02085
IRS990/AllOtherContributionsAmt073250
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06189
IRS990/AllOtherExpensesGrp/TotalAmt06189
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JOSEPH BACCASH
IRS990/BooksInCareOfDetail/PhoneNum02034498712
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 266
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRANBY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006035
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04804
IRS990/CashNonInterestBearingGrp/EOYAmt021438
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ConferencesMeetingsGrp/TotalAmt02408
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt094053
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027707
IRS990/CYOtherExpensesAmt0164856
IRS990/CYOtherRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ORGANIZE ANNUAL FORECAST DINNER FOR LOCAL PROFESSIONALS TO PROVIDE INVESTMENT AND STRATEGIC OUTLOOK FOR THE UPCOMING YEAR
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/EmployeeCnt00
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IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesLegalGrp/TotalAmt0225
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IRS990/FeesForServicesManagementGrp/TotalAmt044214
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm2BENJAMIN LEVINE
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IRS990/Form990PartVIISectionAGrp/PersonNm4IAN GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES NEWMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InvestmentInJointVentureInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0131470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0122568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0548238
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08577
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018330
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034269
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IRS990ScheduleA/PublicSupportCY509Pct00.92420
IRS990ScheduleA/PublicSupportPY509Pct00.92010
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS MEMBERS WHICH ARE ELECTED TO THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS PROVIDED A COPY OF THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION REVIEWS THE POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDEPENDENT BOARD MEMBERS REVIEW COMPENSATION OF EXECUTIVE DIRECTOR ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION MAKES ITS FORM 990 TAX RETURN AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND TAX RETURN DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0399108
IRS990/TotalAssetsGrp/EOYAmt0464239
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0164856
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0399108
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0464239
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0164856
IRS990/TotalProgramServiceRevenueAmt087438
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0209198
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH BACCASH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034498712
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY HARTFORD INC
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0900770635
ReturnHeader/Filer/PhoneNum08608412815
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 266
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814474144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID E VEILLEUX CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 SILAS DEANE HWY 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WETHERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006109
ReturnHeader/PreparerPersonGrp/PhoneNum08605295220
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E VEILLEUX CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-19T08:58:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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