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SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC

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Public IRS 990 nonprofit record

SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC

EIN 52-1084765 · Professional Athletic Leagues (N80)

What they do

Professional Organization for Utility and Regulatory Finance Field. Primary Function is to Provide An Annual Training Forum to The Membership. The SURFA Board of Directors and Leadership is Comprised of Volunteers From The Membership. The SURFA Annual Forum Includes The Cost of Capitol Workshop (Tuesday) and Forum (Thurs-Fri) With Guest Speakers Set Up In Various Topical Panels. We Also Provide A Professional Designation-The Certified Rate of Return Analyst (CRRA) Certification Offered In-person On Wednesday During The Forum Week. The Forum, Workshop and Exam Are Held In A National Hotel Which Also Includes Sit Down Lunch and Dinner With Guest Speakers, Breaks With Snacks, and Educational Tour. Membership of 157 In TY 2025. for The 2025 Financial Forum: 134 Attended, 9 Took The CRRA Exam, 17 Attended The Workshop. During The Year, We Provide On-line Training With Quarterly Webinars Available Free for Members and Modest Fee to Non-members.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $98.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.80%of revenue went to mission work98.0% of expenses · Program services
$97.73spent for every $100 of revenueRevenue covered expenses this year.
$1.27in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,500 for PAULINE AHERN (EX-OFFICIO, WEBMASTER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$75,708
Mission workProgram services$72,52995.80% of revenue98.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$1,7162.27% of revenueShown in gray on the chart
Total expenses$73,99297.73% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2025CurrentExpense mix: 98.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 97.73% of revenue
2024Expense mix: 99.3% mission · 0.0% management · 0.0% fundraisingTotal expenses: 116.62% of revenue

Money in and money out

Revenue$75,708
Expenses$73,992
Annual surplus $1,716 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$72,529 · 98.0% of expenses
See all reported dollar amounts
Revenue$75,708
Expenses$73,992
Assets$93,711
Income$75,708
Mission work (program services)$72,529
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PAULINE AHERNEX-OFFICIO, WEBMASTER · 20 hrs/week $2,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

PAULINE AHERNEX-OFFICIO, WEBMASTER

JOSEPH TERRYDIRECTOR

RYAN WOBBROCKDIRECTOR

RITA SCURISSECRETARY/TREASURER

RICHARD A MICHELFELDERDIRECTOR

RACHEL SCHLENSKERDIRECTOR

PAUL SCHULZDIRECTOR

NIK BANKADIRECTOR

MARK KHOUZAMDIRECTOR

MARK CICCHETTIEX-OFFICIO

JARED DEASONDIRECTOR

GEOFFREY RUSHPRESIDENT

FARRIS RUSTY MADDOXCRRA EXAM PROGRAM DIRECTOR

ENRIQUE BACALAODIRECTOR

EMILLY SEARSVICE PRESIDENT

ELIZABETH PARDUEDIRECTOR

EDWARD KAUFMANDIRECTOR

BENTE VILLADSENEX-OFFICIO/NASBA COORDINATOR

BARBARA CHAPMANDIRECTOR

About this charity

Recognized since
January 1977
Location
4 REED DR, WETHERSFIELD, CT 06109-1141
County
Hartford
In care of
% CHRYS REMMERS P2
Primary officer
Rita Scuris, Treasurer

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
April 1, 2025
Return type
990EZ
NTEE classification
Professional Athletic Leagues (N80)
IRS tax category
Professional Athletic Leagues

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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