CFA SOCIETY OF STAMFORD INC

EIN: 061513527

STAMFORD, CT

Total Revenue
$148,346
Total Expenses
$109,632
Total Assets
$540,295
Net Assets
$540,295
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CT
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

We are a local chapter that is affiliated with the CFA Institute and share a common goal to promote the highest. 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 Service Accomplishments

Program 1
Expenses: $41,577 Revenue: $43,135

Forecast Dinner CFA Society Stamfords 2025 Forecast Dinner was held on March 27th. This was the 23nd year we held this premier networking event bringing together our members and leading investment...

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Forecast Dinner CFA Society Stamfords 2025 Forecast Dinner was held on March 27th. This was the 23nd year we held this premier networking event bringing together our members and leading investment and financial professionals in Westchester and Fairfield Counties. With over 200 attendees it accomplished its key goals of member engagement professional education and brand building for our society

Program 2
Expenses: $5,733 Revenue: $140

Graduation Celebration Our annual meeting was held on June 18th at Rockrimmom Country Club. The mani purpose of the meeting was to announce the election of the FY26 Board This Year's meeting also...

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Graduation Celebration Our annual meeting was held on June 18th at Rockrimmom Country Club. The mani purpose of the meeting was to announce the election of the FY26 Board This Year's meeting also included a member engagement component which included a "Fireside Chat" with Bob Michele CFA Chief Investment Officer and Head of the Global Fixed Income Currency & Commodities group at J.P. Morgan Asset Management.

Program 3
Expenses: $4,187 Revenue: $245

SSGA Event Simona Mocuta Chief Economist State Street Global Advisors joined us on September 12th to present a US Macro Update to our members and quests. With over 50 attendees it accomplished its...

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SSGA Event Simona Mocuta Chief Economist State Street Global Advisors joined us on September 12th to present a US Macro Update to our members and quests. With over 50 attendees it accomplished its key goals of member engagement professional education and brand building for our society

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Trantor Score

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

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

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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
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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