2026-04-24T19:05:46-05:00 2025-08-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-09-01 833591457 CFA SOCIETY NEW YORK INC CFAS 6468713406 1540 BROADWAY 1010 NEW YORK NY 10036 ARUN MANANSINGH CEO 6468713406 2026-03-05 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z ARUN MANANSINGH 1540 BROADWAY 1010 NEW YORK NY 10036 7478344 0 X WWW.CFANY.ORG X 2019 NY SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC. 12 12 18 252 134145 0 0 0 3579361 3509496 479951 262810 835377 952675 4894689 4724981 0 0 0 0 1845177 1968886 0 0 0 2093888 2305584 3939065 4274470 955624 450511 23321030 23701076 13075444 12170158 10245586 11530918 THE MISSION OF CFA SOCIETY NEW YORK IS TO SERVE THE NEEDS OF ALL MEMBERS AND INVESTMENT PROFESSIONALS AND TO EDUCATE THE INVESTING PUBLIC. 0 0 MEMBERSHIP ACTIVITIES - MAINTAINED A DATABASE FOR MEMBERS, PROVIDED EXCLUSIVE MEMBER ONLY NETWORKING EVENTS, WEEKLY DIGITAL NEWSLETTER AND JOB BOARD FOR 10,606 MEMBERS. EDUCATIONAL ACTIVITIES - CONDUCTED 29 CLASSES SERVING 1,204 REGISTRANTS.SEMINARS AND PRESENTATIONS - HOSTED 161 CONFERENCES, SEMINARS AND PROGRAMS ATTENDED BY 4,586 ATTENDEES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 21 0 1 18 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LOURDES MORTEL 6468713406 1540 BROADWAY 1010 NEW YORK NY 10036 KEN D'SOUZA CFA CHAIR 3.00 3.00 X X 0 0 0 CAROLINE BUSBY CFA VICE CHAIR 3.00 3.00 X X 0 0 0 MARYA ANN SAVOLA CFA MBA SECRETARY 3.00 3.00 X X 0 0 0 MILA SKULKINA CFA TREASURER 3.00 3.00 X X 0 0 0 DAVID ALLEN CFA DIRECTOR 3.00 3.00 X 0 0 0 DANIELLE KLOEBLEN CFA MBA DIRECTOR 3.00 3.00 X 0 0 0 THOMAS BRIGANDI CFA DIRECTOR 3.00 3.00 X 0 0 0 ANDREW AUSLANDER CFA FRM DIRECTOR 3.00 3.00 X 0 0 0 PAUL BENJAMIN CFA DIRECTOR 3.00 3.00 X 0 0 0 ARTHUR FLIEGELMAN CFA DIRECTOR 3.00 3.00 X 0 0 0 LEO SCHMIDT CFA DIRECTOR 3.00 3.00 X 0 0 0 DAVID KNUTSON CFA FRM CMT DIRECTOR 3.00 3.00 X 0 0 0 SANJAY ARORA CFA CMA ACA FORMER DIRECTOR 3.00 3.00 X 0 0 0 PAULINA ROGAWSKI TEP CRPC FORMER DIRECTOR 3.00 3.00 X 0 0 0 ARUN MANANSINGH EXECUTIVE DIRECTOR 40.00 X 282356 0 18621 LOURDES MORTEL CFO 40.00 X 156940 0 24777 ROBERT ROWAN DIRECTOR OF CFANY ASSET OWNER SERIES 40.00 X 103467 0 30525 CHRISTOPHER BRUZESE DIRECTOR OF MEDIA PRODUCTIONS 40.00 X 130780 0 8608 JAMES COPPOLA DIRECTOR OF SPONSORSHIPS AND PARTNERSHIPS 40.00 X 130092 0 33795 DIONNE DOWNS DIRECTOR EVENTS AND PROGRAMMING 40.00 X 111922 0 16640 915557 0 132966 6 0 1 0 0 MEMBERSHIP DUES 611430 2612430 2612430 EDUCATION 611430 545017 545017 SEMINARS 611430 307406 307406 PRESENTATIONS 611430 44643 44643 3509496 289944 289944 134145 0 134145 134145 134145 2726229 2753363 -27134 -27134 -27134 OTHER OPERATING REV. 900099 482180 482180 SPEC. ACTIVITY DINNERS 900099 185222 185222 ERTC- CARES ACT 900099 151128 151128 818530 4724981 4328026 134145 262810 510808 1134733 12625 168450 142270 25486 40400 70649 326936 26003 115773 190006 1046811 283263 MEALS & ENTERTAINMENT 178972 MISCELLANEOUS 1285 4274470 3580548 3615656 667023 667712 186036 103624 3924137 3758016 436865 166121 8417251 9884845 10033307 9263118 23321030 23701076 147834 228545 2709568 2590244 10218042 9351369 13075444 12170158 X 10245586 11530918 10245586 11530918 23321030 23701076 450511 834821 0 X 0 1 X 1 0 1 0 0 4075528 101934 4177462 4075528 4075528 3362854 3338266 24588 534392 401267 133125 26891 18483 8408 166121 RIGHT-OF-USE ASSET - OPERATING LEASE 9263118 9263118 CURRENT PORTION OF OPERATING LEASE PAYABLE 92793 OPERATING LEASE PAYABLE, NET OF CURRENT PORTION 9258576 9351369 X X X 0 0 0 ARUN MANANSINGH EXECUTIVE DIRECTOR 257356 0 25000 0 0 0 16225 0 2396 0 300977 0 0 0 LOURDES MORTEL CFO 140940 0 16000 0 0 0 10091 0 14686 0 181717 0 0 0 JAMES COPPOLA DIRECTOR OF SPONSORSHIPS AND PARTNER 117816 0 3000 0 9276 0 6679 0 27116 0 163887 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CFA SOCIETY NEW YORK, INC. WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EVERY MEMBERSHIP MEETING SHALL BE HELD AT THE SOCIETY'S OFFICE OR AT SUCH OTHER PLACE IN OR OUT OF THE STATE OF NEW YORK AS SHALL BE SPECIFIED OR FIXED IN THE NOTICE OF SUCH MEETING. A MEETING OF MEMBERS SHALL BE HELD ANNUALLY FOR THE ELECTION OF OFFICERS AND DIRECTORS AND FOR THE TRANSACTION OF OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. THE ORDER OF ELECTION SHALL BE: (1) CHAIR; (2) VICE CHAIR; (3) SECRETARY; (4) TREASURER; (5) DIRECTORS; (6) NOMINATIONS COMMITTEE MEMBERS. THE ANNUAL MEETING OF MEMBERS SHALL BE HELD EACH YEAR AT SUCH DATE AND/OR TIME FIXED BY THE BOARD BY RESOLUTION AND AS SET FORTH IN THE NOTICE THEREOF. THE MEMBERSHIP SHALL APPOINT THE INDEPENDENT AUDITORS TO AUDIT THE SOCIETY'S BOOKS. FOR THE PURPOSE OF DETERMINING THE MEMBERS ENTITLED TO NOTICE OF, OR TO VOTE AT, ANY MEMBERSHIP MEETING OR ANY ADJOURNMENT THEREOF, OR FOR THE PURPOSE OF ANY OTHER ACTION, THE BOARD MAY FIX, IN ADVANCE, A DATE AS THE RECORD DATE FOR ANY SUCH DETERMINATION OF MEMBERS. SUCH DATE SHALL NOT BE MORE THAN FIFTY (50) NOR LESS THAN TEN (10) DAYS BEFORE THE DATE OF SUCH MEETING. EXCEPT AS OTHERWISE PROVIDED IN THE NOT-FOR-PROFIT CORPORATION LAW OR THESE BYLAWS, WRITTEN NOTICE STATING THE PLACE, DATE, AND TIME OF THE MEETING, GENERAL NATURE OF BUSINESS TO BE CONSIDERED AND UNLESS IT IS THE ANNUAL MEETING OF MEMBERS, INDICATING THAT IT IS BEING ISSUED BY OR AT THE DIRECTION OF THE PERSON OR PERSONS CALLING THE MEETING, SHALL BE GIVEN NOT LESS THAN TEN (10) NOR MORE THAN FIFTY (50) DAYS BEFORE THE DATE OF THE MEETING TO EACH MEMBER ENTITLED TO RECEIVE NOTICE OF OR TO VOTE AT SUCH MEETING. IF MAILED, SUCH NOTICE SHALL BE DEEMED TO BE GIVEN WHEN DEPOSITED IN THE UNITED STATES MAIL, POSTAGE PREPAID, DIRECTED TO THE MEMBER AT HIS ADDRESS AS IT APPEARS ON THE SOCIETY'S RECORDS. SUBJECT TO NOT-FOR-PROFIT CORPORATION LAW, ELECTRONIC NOTICE SHALL CONSTITUTE PERMITTED NOTICE HEREUNDER. EVERY MEMBER ENTITLED TO VOTE AT A MEMBERSHIP MEETING OR TO EXPRESS CONSENT OR DISSENT WITHOUT A MEETING MAY AUTHORIZE ANOTHER MEMBER OR MEMBERS TO ACT FOR SUCH AUTHORIZING MEMBER BY PROXY. THE VALIDITY AND ENFORCEABILITY OF ANY PROXY SHALL BE DETERMINED IN ACCORDANCE WITH SECTION 609 OF THE NOT-FOR-PROFIT CORPORATION LAW. EVERY CFA CHARTER HOLDER MEMBER AND HONORARY MEMBER OF RECORD SHALL BE ENTITLED AT EVERY MEMBERSHIP MEETING TO ONE (1) VOTE ON EACH ISSUE AND FOR EACH DIRECTOR AND MEMBER OF THE NOMINATIONS COMMITTEE BEING VOTED ON. ALL OTHER MATTERS EXCEPT AS OTHERWISE PROVIDED BY LAW OR BY THE CERTIFICATE OF INCORPORATION OR BY THE BY-LAWS SHALL BE DECIDED BY A MAJORITY OF THE VOTES CAST BY MEMBERS PRESENT IN PERSON OR BY PROXY AT A MEMBERSHIP MEETING ENTITLED TO VOTE. EXCEPT AS OTHERWISE PROVIDED IN THE CERTIFICATE OF INCORPORATION, THE SOCIETY'S AFFAIRS SHALL BE GOVERNED BY ITS BOARD. THE BOARD MAY EXERCISE ALL POWERS AND PERFORM ALL ACTS TO EFFECTUATE THE SOCIETY'S PURPOSES EXCEPT THOSE RESERVED TO THE CFA CHARTER HOLDER MEMBERS BY THE BY-LAWS OR THE CERTIFICATE OF INCORPORATION OR BY LAW. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS EMAILED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CEO CIRCULATES THE CONFLICT OF INTEREST FORM TO ALL OFFICERS, DIRECTORS AND MANAGING DIRECTORS ANNUALLY. ANY DISCLOSED CONFLICTS ARE DEALT WITH ON A SITUATIONAL BASIS, WITH THE ULTIMATE COURSE OF ACTION DETERMINED BY WHAT IS IN THE BEST INTEREST OF CFA SOCIETY NEW YORK. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS THE DISCRETION WHILE REVIEWING COMPARABILITY DATA ANNUALLY TO APPROVE SALARY LEVEL FOR CEO. THE CEO HAS THE DISCRETION WHILE REVIEWING COMPARABILITY DATA ANNUALLY TO APPROVE SALARY LEVEL FOR KEY EMPLOYEES. CFA SOCIETY NEW YORK DOES NOT COMPENSATE ANY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 CFA SOCIETY NEW YORK MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. GRAHAM CENTER INC 1540 BROADWAY SUITE 1010 NEW YORK NY 10036 135610350 EDUCATE INVESTING PUBLIC NY 501(C)(3) LINE 10 CFA SOCIETY NEW YORK INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0