Nonprofit · EIN 13-3546386
CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC
Tax-exempt · FAIRFIELD, CT 06825
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-EZ | $63,543 | $69,036 | -$5,493 | $160,123 | – | $160,123 |
| March 31, 2025 | 990-EZ | $62,396 | $74,783 | -$12,387 | $165,616 | – | $165,616 |
| March 31, 2024 | 990-EZ | $56,048 | $66,695 | -$10,647 | $178,003 | – | $178,003 |
Financial details: 990-EZ for the year ended March 31, 2026
Revenue
- Membership dues
- $15,090
- Program service revenue
- $44,450
- Investment income
- $4,003
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $50,534
- Other expenses
- $18,502
Balance sheet and other
- Total assets, start of year
- $165,616
- Total assets, end of year
- $160,123
- Total liabilities, end of year
- –
- Net assets, end of year
- $160,123
- Cash, savings and investments
- $160,123
- Gross receipts
- $63,543
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julia Rodov | Vice President | 0 | $0 |
| Caroline Tarnok | Vice President | 0 | $0 |
| Brendan Browne | Vice President | 0 | $0 |
| Satish Cherian | Vice President | 0 | $0 |
| Alison Whelen | Treasurer | 0 | $0 |
| Chawey Wu | Vice President | 0 | $0 |
| Keith Buckholz | Vice President | 0 | $0 |
| Leo Lai | Vice President | 0 | $0 |
| Michael Ferris | Treasurer | 0 | $0 |
| Joe Boccuzzi | Vice President | 0 | $0 |
| Dodie Gildart | Secretary | 0 | $0 |
| Jobby Jacob | Co-Chairperson | 0 | $0 |
| Yaniv Jennings | Vice President | 0 | $0 |
| Arthur Laichtman | President | 0 | $0 |
| Joseph Mezzadri | Vice President | 0 | $0 |
990-EZ for the year ended March 31, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julia Rodov | Vice President | 0 | $0 |
| Caroline Tarnok | Vice President | 0 | $0 |
| Amar Patel | Co-Chair | 0 | $0 |
| Bridget Dean Hammel | Vice President | 0 | $0 |
| Keith Buckholz | Vice President | 0 | $0 |
| Leo Lai | Vice President | 0 | $0 |
| Michael Ferris | Treasurer | 0 | $0 |
| Laura Sunshine | Vice President | 0 | $0 |
| Joe Boccuzzi | Vice President | 0 | $0 |
| Tara Levine | Vice President | 0 | $0 |
| Dodie Gildart | Secretary | 0 | $0 |
| Jobby Jacob | Co-Chairperson | 0 | $0 |
| Yaniv Jennings | Vice President | 0 | $0 |
| Arthur Laichtman | President | 0 | $0 |
| Joseph Mezzadri | Vice President | 0 | $0 |
990-EZ for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Barnes | Secretary | 0 | $0 |
| Amar Patel | President | 0 | $0 |
| Bridget Dean Hammel | Vice President | 0 | $0 |
| Cecile Davidian | Vice President | 0 | $0 |
| Leo Lai | Vice President | 0 | $0 |
| Michael Ferris | Treasurer | 0 | $0 |
| Laura Sunshine | Vice President | 0 | $0 |
| John Bowden | Chairperson | 0 | $0 |
| Joe Boccuzzi | Vice President | 0 | $0 |
| Michael Macchio | Vice President | 0 | $0 |
| Dodie Gildart | Vice President | 0 | $0 |
| Jobby Jacob | Vice President | 0 | $0 |
| Yaniv Jennings | Vice President | 0 | $0 |
| Arthur Laichtman | Vice President | 0 | $0 |
| Joseph Mezzadri | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2490 BLACK ROCK TURNPIKE 310, FAIRFIELD, CT 06825-2400
- In care of
- % HARRY HANSEN MANAGEMENT INC
- Signed the 990-EZ
- Alison Whelen, Treasurer
- Phone
- (914) 332-0040
- Website
- www.cmcas.org
- Return prepared by
- Satty Levine & Ciacco CPAs PC
Mission
To broaden the knowledge of members/credit analysts
Program accomplishments
- To broaden the knowledge of members/credit analysts
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-EZ on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-EZ on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 13-3546386
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 1990
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $160,123
- Income (IRS master file)
- $63,543
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | March 2026 | $63,543 | $69,036 | $160,123 | XML |
| 990-EZ | March 2025 | $62,396 | $74,783 | $165,616 | XML |
| 990-EZ | March 2024 | $56,048 | $66,695 | $178,003 | XML |
| 990-EZ | March 2023 | – | – | – | IRS |
| 990-EZ | March 2022 | – | – | – | IRS |
| 990-EZ | March 2021 | – | – | – | IRS |
| 990-EZ | March 2020 | – | – | – | IRS |
| 990-EZ | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3546386).
Questions about CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC
- What is the EIN of CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC?
- The employer identification number (EIN) of CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC is 13-3546386.
- Is CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1990.
- Which annual return does CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended March 2026.
- Who are the officers and directors of CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC?
- The 990-EZ for the year ended March 31, 2026 lists 15 people; 0 received compensation from the organization.
- How much revenue does CAPITAL MARKETS CREDIT ANALYSTS SOCIETY INC have?
- On its 990-EZ for the year ended March 31, 2026 it reported revenue of $63,543, expenses of $69,036 and total assets of $160,123 at year end.
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