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CFA Society Providence

Company Details

Name: CFA Society Providence
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 30 Oct 1969 (55 years ago)
Identification Number: 000112943
ZIP code: 02886
County: Kent County
Principal Address: 2400 POST ROAD, WARWICK, RI, 02886, USA
Purpose: TO PROVIDE A FORUM FOR INVESTMENT RELATED INFORMATION AND EDUCATION ALSO TO ENGAGE IN OTHER ACTIVITIES PROPER FOR ANY ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954
Historical names: Providence Society of Financial Analysts, Inc.

Industry & Business Activity

NAICS

813920 Professional Organizations

This industry comprises establishments primarily engaged in promoting the professional interests of their members and the profession as a whole. These establishments may conduct research; develop statistics; sponsor quality and certification standards; lobby public officials; or publish newsletters, books, or periodicals for distribution to their members. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JACK HUTSON, CAE Agent 2400 POST ROAD, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
JUSTIN MAISTROW PRESIDENT 209 6TH STREET PROVIDENCE, RI 02906 USA

VICE PRESIDENT / SECRETARY

Name Role Address
JAMISON MILLER VICE PRESIDENT / SECRETARY 35 ARTHUR AVE APT 35 EAST PROVIDENCE, RI 02914 USA

TREASURER

Name Role Address
TOLU AKINRIMISI TREASURER 140 SEAMANS ST PROVIDENCE, RI 02908 USA

PROGRAM CHAIR

Name Role Address
ERIC VARGAS PROGRAM CHAIR 35 LOMASNEY WAY APT 2700 BOSTON, MA 02114 USA

DIRECTOR

Name Role Address
KEVIN ARRUDA DIRECTOR 275 MCCORRIE LN PORTSMOUGH, RI 02871 USA
LIU WANG DIRECTOR 200 EXCHANGE ST UNIT 1011 PROVIDENCE, RI 02903 USA
DANIEL PINHEIRO DIRECTOR 60 WINWARD WAY SWANSEA, MA 02777 USA
ALFONSO CUMPLIDO DIRECTOR 935 JEFFERSON BLVD, SUITE 2000 WARWICK, RI 02886 USA
MARCIN KROLIKOWSKI DIRECTOR 129 SHELDON ST, APT 2L PROVIDENCE, RI 02906 USA

Events

Type Date Old Value New Value
Name Change 2014-01-06 Providence Society of Financial Analysts, Inc. CFA Society Providence

Filings

Number Name File Date
202450113510 Annual Report 2024-04-04
202339848500 Annual Report 2023-07-27
202338400240 Revocation Notice For Failure to File An Annual Report 2023-06-20
202223119060 Annual Report - Amended 2022-09-30
202223117570 Annual Report - Amended 2022-09-30
202223113310 Annual Report - Amended 2022-09-30
202211386980 Annual Report 2022-02-22
202211387310 Statement of Change of Registered/Resident Agent 2022-02-22
202211387590 Annual Report 2022-02-22
202211387680 Annual Report 2022-02-22

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7069442 Corporation Unconditional Exemption PO BOX 41027, PROVIDENCE, RI, 02940-1027 1970-05
In Care of Name % EDWARD OBRIEN
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2023-06
Asset 100,000 to 499,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 165258
Income Amount 60767
Form 990 Revenue Amount 60767
National Taxonomy of Exempt Entities -
Sort Name -

Form 990-N (e-Postcard)

Organization Name PROVIDENCE SOCIETY OF FINANCIAL ANALYSTS
EIN 23-7069442
Tax Year 2010
Beginning of tax period 2010-07-01
End of tax period 2011-06-30
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 21 Powers Lane, Attleboro, MA, 02703, US
Principal Officer's Name Edward O'Brien
Principal Officer's Address 21 Powers Lane, Attleboro, MA, 02703, US
Website URL http://www.cfasociety.org/providence/Pages/default.aspx
Organization Name PROVIDENCE SOCIETY OF FINANCIAL ANALYSTS
EIN 23-7069442
Tax Year 2008
Beginning of tax period 2008-07-01
End of tax period 2009-06-30
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 21 Powers Lane, Attleboro, MA, 02703, US
Principal Officer's Name Edward OBrien
Principal Officer's Address 21 Powers Lane, Attleboro, MA, 02703, US
Organization Name PROVIDENCE SOCIETY OF FINANCIAL ANALYSTS
EIN 23-7069442
Tax Year 2007
Beginning of tax period 2007-07-01
End of tax period 2008-06-30
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address C/O Partridge Snow And Hahn, 180 South Main Street, Providence, RI, 02903, US
Principal Officer's Name Richard Cavanagh
Principal Officer's Address Whalerock Partners, One Turks Head Place Suite 1050, Providence, RI, 02903, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CFA SOCIETY PROVIDENCE
EIN 23-7069442
Tax Period 202206
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY PROVIDENCE
EIN 23-7069442
Tax Period 202006
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY PROVIDENCE
EIN 23-7069442
Tax Period 201906
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY PROVIDENCE
EIN 23-7069442
Tax Period 201706
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY PROVIDENCE
EIN 23-7069442
Tax Period 201606
Filing Type E
Return Type 990EO
File View File

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State