CFA Society Hartford Inc
Revenue
$209k
year to 30 June 2025
Expenses
$165k
year to 30 June 2025
Total assets
$464k
$0 liabilities
Net assets
$464k
assets less liabilities
Directors and trustees
10
4.7 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
CFA Society Hartford Inc's network
10 people3 organisationsi10 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (3) 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
10 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. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Benjamin Levine | Vice President | 2021 | 5 yrs |
| Ian Green | Vice President | 2021 | 5 yrs |
| James Newman | Immediate Past President | 2019 | 7 yrs |
| Joe Baccash | Treasurer | 2021 | 5 yrs |
| Julianna Dalton | Vice President | 2025 | 1 yr |
| Kathryn Pizzi | Vice President | 2021 | 5 yrs |
| Michelle Rotondo | Vice President | 2025 | 1 yr |
| Raymond H Bovich (also filed as Ray Bovich) | Vice President | 2019 | 7 yrs |
| Richard Razza | President | 2020 | 6 yrs |
| YI WEI | Company secretary | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Rebecca Taylor | Executive Director | 2018 |
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 |
|---|---|---|---|---|---|
| Richard Razza | President | 5 | $0 | ||
| Joe Baccash | Treasurer | 5 | $0 | ||
| Benjamin Levine | Vice President | 4 | $0 | ||
| Kathryn Pizzi | Vice President | 4 | $0 | ||
| Ian Green | Vice President | 4 | $0 | ||
| James Newman | Immediate Past President | 4 | $0 | ||
| Ray Bovich | Vice President | 4 | $0 | ||
| Michelle Rotondo | Vice President | 4 | $0 | ||
| Yi Wei | Secretary | 4 | $0 | ||
| Julianna Dalton | Vice President | 4 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cfa Society Hartford Inc
- EIN
- 900770635
- Address
- Po Box 266, Granby, CT, 06035-0266
- State
- Connecticut
- Mission
- To promote professional education services and ethics to the cfa members through a variety of monthly and annual programs and conferences. (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 4 (IRS master file code)
- Formed
- 1976
- Principal officer
- Joseph Baccash (as named on the Form 990)
- IRS ruling date
- 1 July 1976
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
Most connected
Longest observed on the filings
≥7years on the filingsJames Newman
≥7years on the filingsRaymond H Bovich
≥6years on the filingsRichard Razza
≥5years on the filingsBenjamin Levine
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
- $464k
- Total liabilities
- $0
- Net assets or fund balances
- $464k
- Contributions and grants received
- $94k
- Program service revenue
- $87k
- Employees
- 0
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 | $209k | $165k | $44k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Cfa Society Hartford, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
- State
- Connecticut
- Entity type
- Non-Stock
- Status
- Active
- Formed
- 11 June 1976
- Registered agent
- Registered Agents Inc (city and state not held)
Officers (10)
- Benjamin Lavine Director
- Ian Green Director
- James Newman Director
- Joseph Baccash Officer
- Juliana Dalton Director
- Kathryn Pizzi Director
- Michelle A Rotondo Director
- Pamela Minish Director
- Richard Razza Officer
- Yi Wei Officer
City and state of officers are not held in this extract.