Connecticut · Nonprofit
CFA SOCIETY OF STAMFORD INC
CFA SOCIETY OF STAMFORD INC (Connecticut) receives grants from 1 organization whose IRS filings report $450,285 to it, the largest being CFA INSTITUTE ($450,285). 1 of them have funded it in more than one year.
- Revenue FY2025
- $148k
- Funders on record
- 1
- Grants received
- $450k
- Net assets
- $540k
What Cfa Society of Stamford Inc does
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.
As stated on its FY2025 Form 990.
Programs
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
$41,577 spent$43,135 earned by the program71% of program spendingGraduation 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.
$5,733 spent$140 earned by the program10% of program spendingSSGA 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
$4,187 spent$245 earned by the program7% of program spendingSummer Social
$3,044 spent5% of program spendingWine Tasting
$874 spent1% of program spendingGrayscale webinar
$210 spent0% of program spendingCandidate Career Night
$3,068 spent5% of program spending
The 7 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $58,693.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $489k to $540k (+11%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
George Rimakis
Secretary and Volunteer Engagement Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $62k → $32k.
From the IRS filings of CFA SOCIETY OF STAMFORD INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF STAMFORD INC draws 100% of its grant income from funders outside Connecticut, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY OF STAMFORD INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Connecticut
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF STAMFORD INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF STAMFORD INC?
- CFA SOCIETY OF STAMFORD INC (Connecticut) receives grants from 1 organization whose IRS filings report $450,285 to it, the largest being CFA INSTITUTE ($450,285). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF STAMFORD INC have?
- IRS filings report 1 organization giving $450,285 in grants to CFA SOCIETY OF STAMFORD INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF STAMFORD INC?
- CFA INSTITUTE is the largest funder on record, with $450,285 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF STAMFORD INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society of Stamford →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2021–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing