CFA SOCIETY OF STAMFORD INC (EIN 061513527) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Kanna Sriskanthan

Phone

9173449068

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY OF STAMFORD INC, founded in 1998, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $39K, a strong 26% operating margin.

Mission

The CFA Society Stamford mission is 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 professional development.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $140,328

Investment Income $8,018

Other Revenue $0

TOTAL REVENUE $148,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,693

Other Expenses $50,940

TOTAL EXPENSES $109,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,346	$134,787	+0.1%
Expenses	$109,632	$110,342	0.0%
Net Income	$38,714	$24,445	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Rimakis	Secretary and Volunteer Engagement Chair	3.00	Officer	$0	$0	$0
Victoria Konstantinova	VP and University Relations Chair	3.00	Officer	$0	$0	$0
Timothy Van Hooser	VP and Treasurer	3.00	Officer	$0	$0	$0
Kanna Sriskanthan	President	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$148,346	$109,632	$540,295	$38,714

CFA SOCIETY OF STAMFORD INC