Cfa Society of Stamford Inc
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $148,346
- Spending
- $109,632
- Employees
- 0
- Volunteers
- 9
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (7)
- $41,577 spent. 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
- $5,733 spent. 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.
- $4,187 spent. 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
- $3,044 spent. Summer Social
- $874 spent. Wine Tasting
- $210 spent. Grayscale webinar
- $3,068 spent. Candidate Career Night
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1998.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.