New York Society Of Security Analysts Inc
- Assets
- $12.3m
- Revenue
- $4.8m
- Investments
- $0.0
- Employees
- 25
- Location
- New York, NY
- Founding
- 05/1989
- Data as of
- 08/2021
- EIN
- 13-5610350
Organization Overview
New York Society Of Security Analysts Inc, operating under the name Cfa Society New York, is located in New York, NY. The organization was established in 1989. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 08/2021, Cfa Society New York employed 25 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa Society New York is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2021, Cfa Society New York generated $4.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.2% each year. All expenses for the organization totaled $4.2m during the year ending 08/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ASSIST AND EDUCATE THE PROFESSIONAL, AS WELL AS THE PUBLIC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEMINARS AND PRESENTATIONS - HOSTED 123 LIVE AND VIRTUAL CONFERENCES, SEMINARS AND PROGRAMS ATTENDED BY 14,068 ATTENDEES.
MEMBERSHIP ACTIVITIES - MAINTAINED A DATABASE FOR MEMBERS, PROVIDED EXCLUSIVE MEMBER ONLY NETWORKING EVENTS, WEEKLY DIGITAL NEWSLETTER AND JOB BOARD FOR APPROXIMATELY 12,192 MEMBERS. CONDUCTED 104 LIVE AND VIRTUAL EVENTS AND MEETINGS WITH ATTENDANCE OF 3,384 FOR MEMBERS.
EDUCATIONAL ACTIVITIES - CONDUCTED 95 LIVE AND VIRTUAL CLASSES SERVING MORE THAN 3,516 IN REGISTRANTS.
PRESENTATIONS AND OTHER
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Daniel Dagen CFA Fmr. Chief Executive Officer | Officer | 40 | $157,016 |
Steven Frasier Director Of Finance & Bene | 40 | $126,385 | |
Jared Steckler Dir. Of Technology & Digit | 40 | $124,122 | |
Christopher Bruzese Dir. Of Media Productions | 40 | $119,357 | |
Sameer Jagetia Fmr. Chief Executive Officer | Officer | 40 | $52,273 |
Andrew Auslander CFA Frm Treasurer | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $392,602 |
| All other contributions, gifts, grants, and similar amounts not included above | $30 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $392,632 |
| Total Program Service Revenue | $3,539,008 |
| Investment income | $6,924 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $22,803 |
| Net Rental Income | $15,900 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$1,070 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,837,133 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $12,200 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $151,024 |
| Compensation of current officers, directors, key employees. | $25,091 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,437,330 |
| Pension plan accruals and contributions | $66,896 |
| Other employee benefits | $198,234 |
| Payroll taxes | $146,302 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $78,326 |
| Fees for services: Accounting | $36,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $368,899 |
| Advertising and promotion | $27,949 |
| Office expenses | $116,372 |
| Information technology | $128,530 |
| Royalties | $0 |
| Occupancy | $1,090,558 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $355,763 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $4,240,374 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,977,032 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $957,006 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $80,518 |
| Net Land, buildings, and equipment | $1,273,076 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $12,287,632 |
| Accounts payable and accrued expenses | $215,099 |
| Grants payable | $0 |
| Deferred revenue | $3,273,322 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $789,318 |
| Total liabilities | $4,277,739 |
| Net assets without donor restrictions | $7,649,852 |
| Net assets with donor restrictions | $360,041 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,287,632 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that New York Society Of Security Analysts Inc has recieved totaling $783,284.
| Awarding Organization | Amount |
|---|---|
Cfa Institute Charlottesville, VA PURPOSE: GEN SUPPORT | $783,284 |
Endowment Analysis
| Beg. Balance | $4,275,748 |
| Earnings | $111 |
| Net Contributions | $298 |
| Other Expense | $12,470 |
| Ending Balance | $4,263,687 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
34th Street Partnership Inc New York, NY | $17,652,180 | $14,359,330 |
Grand Central Partnership Inc New York, NY | $10,906,247 | $13,880,529 |
Pennsylvania Compensation Rating Bureau Philadelphia, PA | $10,444,965 | $13,500,527 |
Greenpoint Manufacturing And Design Center Local Development Corp Gmdc Brooklyn, NY | $54,916,417 | $14,539,539 |
Can Do Inc Hazleton, PA | $88,120,031 | $19,938,198 |
York County Economic Alliance York, PA | $4,435,375 | $9,671,986 |
Ascendus Inc New York, NY | $45,777,812 | $14,588,685 |
Bridgeway Capital Inc Pittsburgh, PA | $100,800,088 | $11,446,748 |
Altoona-Blair County Development Corporation Altoona, PA | $122,969,142 | $33,416,279 |
Greater Wilkes-Barre Industrial Fund Inc Wilkesbarre, PA | $1,685,287 | $7,409,722 |
Connstep Inc Hartford, CT | $5,391,864 | $6,270,830 |
Broad Hollow Bioscience Park Inc Farmingdale, NY | $30,625,721 | $3,689,454 |