CFA SOCIETY NEW YORK INC
EIN 83-3591457 · Boards of Trade (S46)
What they do
THE MISSION of CFA SOCIETY NEW YORK is to SERVE THE NEEDS of ALL MEMBERS and INVESTMENT PROFESSIONALS and to EDUCATE THE INVESTING PUBLIC.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
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 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders20 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- 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 $300,977 for ARUN MANANSINGH (EXECUTIVE DIRECTOR). 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.
Financial picture
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.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
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 (20)
ARUN MANANSINGHEXECUTIVE DIRECTOR
LOURDES MORTELCFO
JAMES COPPOLADIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS
CHRISTOPHER BRUZESEDIRECTOR OF MEDIA PRODUCTIONS
ROBERT ROWANDIRECTOR OF CFANY ASSET OWNER SERIES
DIONNE DOWNSDIRECTOR EVENTS AND PROGRAMMING
THOMAS BRIGANDI CFADIRECTOR
SANJAY ARORA CFA CMA ACAFORMER DIRECTOR
PAULINA ROGAWSKI TEP CRPCFORMER DIRECTOR
PAUL BENJAMIN CFADIRECTOR
MILA SKULKINA CFATREASURER
MARYA ANN SAVOLA CFA MBASECRETARY
LEO SCHMIDT CFADIRECTOR
KEN DSOUZA CFACHAIR
DAVID KNUTSON CFA FRM CMTDIRECTOR
DAVID ALLEN CFADIRECTOR
DANIELLE KLOEBLEN CFA MBADIRECTOR
CAROLINE BUSBY CFAVICE CHAIR
ARTHUR FLIEGELMAN CFADIRECTOR
ANDREW AUSLANDER CFA FRMDIRECTOR
About this charity
- Recognized since
- January 2022
- Location
- 1540 BROADWAY STE 1010, NEW YORK, NY 10036-4083
- County
- New York
- In care of
- % DANIEL DAGEN
- Primary officer
- ARUN MANANSINGH, CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- September 1, 2024
- Return type
- 990
- Tax preparer
- CONDON OMEARA MCGINTY & DONNELLY LLP
- NTEE classification
- Boards of Trade (S46)
- IRS tax category
- Boards of Trade