NonprofitsSociety Of Utility And Regulatory Financial Analysts Inc

Society Of Utility And Regulatory Financial Analysts Inc

NEW BRITAIN, CT

Total revenue

$65K

Total expenses

$76K

Net assets

$92K

Grants received

EIN

521084765

Tax year

2024

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 173 in TY 2024.For the 2024 55th Financial Forum: 71 attended, 15 took the CRRA, 12 attended the Workshop. During the year, we provide on-line training with quarterly webinars available free for members and modest fee to non-members.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$47K
Investment income$1
Other revenue$900
Total revenue$65K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$72K
Total expenses$76K
Total assets$92K
Net assets$92K

People

20 listed

NameRoleCompensation

Geoffrey Rush

President

Board

10 hrs/wk

Emilly Sears

Vice President

Board

5 hrs/wk

Rita Scuris

Secretary/Treasurer

Board

15 hrs/wk

Enrique Bacalao

Director

Board

5 hrs/wk

Nik Banka

Director

Board

5 hrs/wk

Barbara Chapman

Director

Board

5 hrs/wk

Mark Cicchetti

Ex-Officio

Board

5 hrs/wk

Jared Deason

Director

Board

5 hrs/wk

Edward Kaufman

Director

Board

5 hrs/wk

Mark Khouzam

Director

Board

5 hrs/wk

Richard A Michelfelder

Director

Board

5 hrs/wk

Elizabeth Pardue

Director

Board

5 hrs/wk

Rachel Schlensker

Director

Board

5 hrs/wk

Paul Schulz

Director

Board

1 hrs/wk

Joseph Terry

Director

Board

5 hrs/wk

Ryan Wobbrock

Director

Board

5 hrs/wk

Bente Villadsen

Ex-Officio

Board

5 hrs/wk

Tommy Oliver

Ex-Officio

Board

5 hrs/wk

Pauline Ahern

Ex-Officio, Webmaster

Board

15 hrs/wk

Farris Rusty Maddox

CRRA Exam Program Director

Board

10 hrs/wk

Details

EIN521084765
Subsection06
Ruling date1977-06
SOCIETY OF UTILITY AND REGULATORY FINANCIAL ANALYSTS INC — Mission, Financials & Grants Received | Grantivo