Nonprofit · EIN 52-1084765
SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC
Tax-exempt · WETHERSFIELD, CT 06109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-EZ | $75,708 | $73,992 | $1,716 | $93,711 | $0 | $93,711 |
| March 31, 2025 | 990-EZ | $65,116 | $75,940 | -$10,824 | $91,995 | $0 | $91,995 |
Financial details: 990-EZ for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $18,825
- Program service revenue
- $55,382
- Investment income
- $1
- Other revenue
- $1,500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,500
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $3,000
- Printing, publications and postage
- $1,098
- Other expenses
- $69,894
- Program services (functional)
- $72,529
Balance sheet and other
- Total assets, start of year
- $91,995
- Total assets, end of year
- $93,711
- Total liabilities, end of year
- $0
- Net assets, end of year
- $93,711
- Cash, savings and investments
- $93,711
- Gross receipts
- $75,708
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 |
|---|---|---|---|
| Pauline Ahern | Ex-Officio, Webmaster | 20 | $2,500 |
| Geoffrey Rush | President | 20 | $0 |
| Rita Scuris | Secretary/Treasurer | 25 | $0 |
| Emilly Sears | Vice President | 5 | $0 |
| Enrique Bacalao | Director | 29 | $0 |
| Nik Banka | Director | 5 | $0 |
| Barbara Chapman | Director | 5 | $0 |
| Mark Cicchetti | Ex-Officio | 1 | $0 |
| Jared Deason | Director | 5 | $0 |
| Edward Kaufman | Director | 5 | $0 |
| Mark Khouzam | Director | 2 | $0 |
| Richard A Michelfelder | Director | 2 | $0 |
| Elizabeth Pardue | Director | 5 | $0 |
| Rachel Schlensker | Director | 1 | $0 |
| Paul Schulz | Director | 3 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Terry | Director | 5 | $0 |
| Ryan Wobbrock | Director | 1 | $0 |
| Bente Villadsen | Ex-Officio/NASBA Coordinator | 2 | $0 |
| Farris Rusty Maddox | CRRA Exam Program Director | 6 | $0 |
990-EZ for the year ended March 31, 2025: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Geoffrey Rush | President | 10 | $0 |
| Emilly Sears | Vice President | 5 | $0 |
| Rita Scuris | Secretary/Treasurer | 15 | $0 |
| Enrique Bacalao | Director | 5 | $0 |
| Nik Banka | Director | 5 | $0 |
| Barbara Chapman | Director | 5 | $0 |
| Mark Cicchetti | Ex-Officio | 5 | $0 |
| Jared Deason | Director | 5 | $0 |
| Edward Kaufman | Director | 5 | $0 |
| Mark Khouzam | Director | 5 | $0 |
| Richard A Michelfelder | Director | 5 | $0 |
| Elizabeth Pardue | Director | 5 | $0 |
| Rachel Schlensker | Director | 5 | $0 |
| Paul Schulz | Director | 1 | $0 |
| Joseph Terry | Director | 5 | $0 |
| Ryan Wobbrock | Director | 5 | $0 |
| Bente Villadsen | Ex-Officio | 5 | $0 |
| Tommy Oliver | Ex-Officio | 5 | $0 |
| Pauline Ahern | Ex-Officio, Webmaster | 15 | $0 |
| Farris Rusty Maddox | CRRA Exam Program Director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4 REED DR, WETHERSFIELD, CT 06109-1141
- In care of
- % CHRYS REMMERS P2
- Mailing address (990-N for 2023)
- 10 Franklin Square, New Britain CT 06051
- Principal officer (990-N for 2023)
- Rita P Scuris, 10 Franklin Square, New Britain CT 06051
- Signed the 990-EZ
- Rita Scuris, Treasurer
- Phone
- (860) 794-6147
- Website
- www.surfa.memberclicks.net
Mission
Professional organization for Utility and Regulatory finance field. Primary function is to provide an annual training forum to the membership. The SURFA Board of Directors and leadership is comprised of volunteers from the membership. The SURFA Annual Forum includes the Cost of Capitol Workshop (Tuesday) and Forum (Thurs-Fri) with guest speakers set up in various topical panels. We also provide a professional designation-The Certified Rate of Return Analyst (CRRA) certification offered in-person on Wednesday during the Forum week. The Forum, workshop and exam are held in a national hotel which also includes sit down lunch and dinner with guest speakers, breaks with snacks, and educational tour. Membership of 157 in TY 2025. For the 2025 Financial Forum: 134 attended, 9 took the CRRA Exam, 17 attended the Workshop. During the year, we provide on-line training with quarterly webinars available free for members and modest fee to non-members.
Program accomplishments
- Held Annual SURFA Forum dates April 24and April 25, 2025. Event held at Embassy Suites Charlotte NCExpenses $46,745
- Administered Annual Certified Rate of Return Analyst Exam on April 23, 2025 in Charlotte, NC. Exam held at Embassy Suites Hotel Charlotte NC. CRRA Exam's expenses are included in total conference hotel's expense.
- Held Annual Cost of Capital Workshop on April 22, 2025 Charlotte, NC. Events held at Embassy Suites Charlotte NC Workshop expenses are included in total conference hotel's expense.
- Made preparations and deposits for 2026 Annual SURFA Forum, Cost of Capital Workshop and CRRA Exam to be held April 14, 15,16 & 17 in Charlotte, NC at Embassy Suites, Charlotte, NC.Expenses $10,000
- Maintain online presence website conference app bank credit card processingExpenses $15,784
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-N on file |
IRS record
- EIN
- 52-1084765
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $93,711
- Income (IRS master file)
- $75,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | March 2026 | $75,708 | $73,992 | $93,711 | IRS |
| 990-EZ | March 2025 | $65,116 | $75,940 | $91,995 | XML |
| 990-N for 2023 Officer: Rita P Scuris | March 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Rita Scuris | March 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Mark Cicchetti | March 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Mark Cicchetti | March 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 52-1084765).
Questions about SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC
- What is the EIN of SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC?
- The employer identification number (EIN) of SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC is 52-1084765.
- Is SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS 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 SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS 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 SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS 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 is the principal officer of SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC?
- The 990-N for 2023 names Rita P Scuris.
- Who are the officers and directors of SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC?
- The 990-EZ for the year ended March 31, 2026 lists 19 people; 1 received compensation from the organization, the highest $2,500 (Pauline Ahern, Ex-Officio, Webmaster).
- How much revenue does SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC have?
- On its 990-EZ for the year ended March 31, 2026 it reported revenue of $75,708, expenses of $73,992 and total assets of $93,711 at year end.
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