2024-05-09T14:39:38-05:00 2023-06-30 050392605 MULLEN SCORPIO CERILLI 67 CEDAR STREET PROVIDENCE RI 02903 990EZ 2022-07-01 237069442 CFA SOCIETY PROVIDENCE CFAS 5084157078 PO BOX 41027 PROVIDENCE RI 02940 TOLULOPE AKINRIMISI TREASURER 5084157078 2024-05-08 1 TOLULOPE AKINRIMISI 999009999 0 ANTHONY W SCORPIO P01360145 4017513860 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X WWW.CFASOCIETY.ORG/PROVIDENCE X X 60767 X 21999 17021 16717 5030 60767 16106 5185 514 55789 77594 -16827 156227 11608 151008 X 161477 165258 161477 165258 5250 14250 156227 151008 X LOCAL CHAPTER OF THE CFA INSTITUTE. FOUNDED IN 1947, CFA SOCIETY PROVIDENCE TODAY ARRANGES PRESENTATIONS BY CORPORATE LEADERS, INDUSTRY EXPERTS, AND OTHER EDUCATIONAL SPEAKERS FOR THE BENEFIT OF ITS MEMBERS. MEMBERSHIP CONSISTS OF PORTFOLIO MANAGERS, SECURITY ANALYSTS, EDUCATORS AND OTHER PROFESSIONALS INVOLVED IN THE FIELD OF INVESTMENTS. HOST MONTHLY EDUCATION PROGRAMS FOR CFA INSTITUTE MEMBERS AND GUESTS, AIMED AT INVESTMENT DECISIONS AND ETHICAL STANDARDS IN THE FINANCIAL INDUSTRY. 0 0 KEVIN ARRUDA BOARD MEMBER 1.00 0 0 0 LIU WANG BOARD MEMBER 1.00 0 0 0 ALFONSO CUMPLIDO BOARD MEMBER & PRESIDENT 1.00 0 0 0 DANIEL PINHEIRO BOARD MEMBER 1.00 0 0 0 BRIAN PACHECO BOARD MEMBER 1.00 0 0 0 SEAN MCGUIRK BOARD MEMBER 1.00 0 0 0 MARCIN KROLIKOWSKI BOARD MEMBER & VICE PRESID 1.00 0 0 0 JASON SIPERSTEIN BOARD MEMBER & TREASURER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 MARCIN KROLIKOWSKI PO BOX 41027 PROVIDENCE RI 02940 4018651883 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,030. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 54,253. DESCRIPTION: TRAVEL. AMOUNT: 139. DESCRIPTION: OFFICE. AMOUNT: 1,397. TOTAL TO FORM 990-EZ, LINE 16: 55,789. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 11,608. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,250. END OF YEAR AMOUNT: 14,250. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.