CFA SOCIETY NEW YORK INC (EIN 833591457) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

ARUN MANANSINGH

Phone

6468713406

Tax Period

2024-09-01 to 2025-08-31

CFA SOCIETY NEW YORK INC, founded in 2019, is a community nonprofit in the Community Improvement sector that reported $4.7M in total revenue in fiscal year 2024. Expenses of $4.3M left a modest 10% surplus.

Mission

SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,509,496

Investment Income $262,810

Other Revenue $952,675

TOTAL REVENUE $4,724,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,968,886

Fundraising Expenses $0

Other Expenses $2,305,584

TOTAL EXPENSES $4,274,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,724,981	$4,894,689	0.0%
Expenses	$4,274,470	$3,939,065	+0.1%
Net Income	$450,511	$955,624	-0.5%

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

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

252

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

$482,694

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN D'SOUZA CFA	CHAIR	3.00	Officer Director	$0	$0	$0
CAROLINE BUSBY CFA	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARYA ANN SAVOLA CFA MBA	SECRETARY	3.00	Officer Director	$0	$0	$0
MILA SKULKINA CFA	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID ALLEN CFA	DIRECTOR	3.00	Director	$0	$0	$0
DANIELLE KLOEBLEN CFA MBA	DIRECTOR	3.00	Director	$0	$0	$0
THOMAS BRIGANDI CFA	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW AUSLANDER CFA FRM	DIRECTOR	3.00	Director	$0	$0	$0
PAUL BENJAMIN CFA	DIRECTOR	3.00	Director	$0	$0	$0
ARTHUR FLIEGELMAN CFA	DIRECTOR	3.00	Director	$0	$0	$0
LEO SCHMIDT CFA	DIRECTOR	3.00	Director	$0	$0	$0
DAVID KNUTSON CFA FRM CMT	DIRECTOR	3.00	Director	$0	$0	$0
SANJAY ARORA CFA CMA ACA	FORMER DIRECTOR	3.00	Director	$0	$0	$0
PAULINA ROGAWSKI TEP CRPC	FORMER DIRECTOR	3.00	Director	$0	$0	$0
ARUN MANANSINGH	EXECUTIVE DIRECTOR	40.00	Officer	$282,356	$18,621	$300,977
LOURDES MORTEL	CFO	40.00	Officer	$156,940	$24,777	$181,717
ROBERT ROWAN	DIRECTOR OF CFANY ASSET OWNER SERIES	40.00	Highest	$103,467	$30,525	$133,992
CHRISTOPHER BRUZESE	DIRECTOR OF MEDIA PRODUCTIONS	40.00	Highest	$130,780	$8,608	$139,388
JAMES COPPOLA	DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS	40.00	Highest	$130,092	$33,795	$163,887
DIONNE DOWNS	DIRECTOR EVENTS AND PROGRAMMING	40.00	Highest	$111,922	$16,640	$128,562

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	$4,724,981	$4,274,470	$23,701,076	$450,511
2024	$4,894,689	$3,939,065	$23,321,030	$955,624
2023	$4,732,484	$3,978,109	$13,497,612	$754,375

CFA SOCIETY NEW YORK INC