The CFA Society of Orlando Inc
The CFA Society of Orlando Inc's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Allison Roberts | Director | 2025 | 1 yr |
| Kevin Reher | Treasurer | 2024 | 2 yrs |
| Mithcell Lamoriello | Director | 2025 | 1 yr |
| Steven Rogers | Director | 2024 | 2 yrs |
| Stuart Smith | Director | 2025 | 1 yr |
| Thomas Harrington | President | 2024 | 2 yrs |
| Xinxin LIU | Director | 2024 | 2 yrs |
| Yinyan Ibanez | Director | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kevin Reher | Treasurer | 4 | $0 | ||
| Thomas Harrington | President | 4 | $0 | ||
| Xinxin Liu | Director | 4 | $0 | ||
| Christina Shaffer | Vice Preside | 4 | $0 | ||
| Steven Rogers | Director | 4 | $0 | ||
| Thomas Harrington | Director | 4 | $0 | ||
| Yinyan Ibanez | Director | 4 | $0 | ||
| Mithcell Lamoriello | Director | 4 | $0 | ||
| Stuart Smith | Director | 4 | $0 | ||
| Allison Roberts | Director | 4 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- The Cfa Society of Orlando Inc
- EIN
- 593213363
- Address
- Po Box 4387, Orlando, FL, 32802-4387
- State
- Florida
- Activity (NTEE)
- J19 Employment
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Employment
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 August 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2025
- Principal officer
- Francisco Javier Perez (Form 990-N, tax year 2017)
Most connected
Longest observed on the filings
≥2years on the filingsKevin Reher
≥2years on the filingsSteven Rogers
≥2years on the filingsThomas Harrington
≥2years on the filingsXinxin LIU
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $193k
- Net assets or fund balances
- $193k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $104k | $89k | $15k |
As filed on the IRS Form 990. US dollars.