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Capital Markets Credit Analysts Society Inc

  • Tarrytown, NY
  • Tax-exempt since March 1990
  • EIN: 13-3546386

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Summary charts: organization finances over time

Revenue
$56k (2024)

Expenses
$66.7k (2024)

Total Assets
$178k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,048
Expenses
$66,695
Net Income
-$10,647
Net Assets
$178,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,035
67.9%
Investment Income $158
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $178,003
Total Liabilities $0
Net Assets $178,003
Compensation
Key Employees and Officers Compensation Other
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
+ View more people

Document Links

990-EZ
Filed on July 11, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$41,131
Expenses
$55,653
Net Income
-$14,522
Net Assets
$188,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,795
77.3%
Investment Income $161
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $188,650
Total Liabilities $0
Net Assets $188,650
Compensation
Key Employees and Officers Compensation Other
Rick Adler (Vice President) $0 $0
Jared Mizak (Treasurer) $0 $0
Daniel Barnes (Secretary) $0 $0
Amar Patel (V. President) $0 $0
Bridget Dean Hammel (Vice President) $0 $0
Brendan Browne (Vice President) $0 $0
Ross Josephson (Co Chairperson) $0 $0
Cecile Davidian (V. President) $0 $0
Tara Levine (Vice President) $0 $0
Leo Lai (Vice President) $0 $0
Michael Ferris (V.President) $0 $0
John Boyle (Co Chairperson) $0 $0
Laura Sunshine (Vice President) $0 $0
John Bowden (President) $0 $0
Michael Macchio (V. President) $0 $0
Michael Crumpler (Vice President) $0 $0
+ View more people

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990-EZ
Filed on June 29, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,544
Expenses
$52,256
Net Income
$2,288
Net Assets
$203,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,605
74.4%
Investment Income $189
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $203,172
Total Liabilities $0
Net Assets $203,172
Compensation
Key Employees and Officers Compensation Other
Rick Adler (Vice President) $0 $0
Jared Mizak (V.President) $0 $0
Daniel Barnes (Vice President) $0 $0
Amar Patel (V. President) $0 $0
Sarah Gang (Secretary) $0 $0
Brendan Browne (Vice President) $0 $0
Ross Josephson (President) $0 $0
Cecile Davidian (V. President) $0 $0
Tara Levine (Vice President) $0 $0
Katie Falconi (Vice President) $0 $0
Michael Ferris (V.President) $0 $0
John Boyle (Treasurer) $0 $0
William Franklin (Vice President) $0 $0
John Bowden (Co Chair) $0 $0
Dewon Shon (Vice President) $0 $0
Michael Macchio (V. President) $0 $0
Michael Crumpler (Co Chairperson) $0 $0
William Franklin (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 11, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,904
Expenses
$51,856
Net Income
$8,048
Net Assets
$200,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,320
69.0%
Investment Income $2,309
3.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $200,884
Total Liabilities $0
Net Assets $200,884
Compensation
Key Employees and Officers Compensation Other
Rick Adler (Vice President) $0 $0
Kailash Balasubramaniam (Vice President) $0 $0
Daniel Barnes (Vice President) $0 $0
Jobby Jacob (Co Chairperson) $0 $0
Brendan Browne (Vice President) $0 $0
Ross Josephson (Vice President) $0 $0
Paige Lanier (Secretary) $0 $0
Tara Levine (Vice President) $0 $0
Joo Yung Lee (Vice President) $0 $0
Sangeeta Lele (Co Chairperson) $0 $0
John Boyle (Vice President) $0 $0
William Franklin (Vice President) $0 $0
John Bowden (Treasurer) $0 $0
Dewon Shon (Vice President) $0 $0
Michael Crumpler (President) $0 $0
Michelle Lin (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 7, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,040
Expenses
$92,808
Net Income
-$10,768
Net Assets
$192,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,414
76.1%
Investment Income $112
0.1%
Net Fundraising -$721
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $192,836
Total Liabilities $0
Net Assets $192,836
Compensation
Key Employees and Officers Compensation Other
Ellen Brundage (Vice President) $0 $0
Kailash Balasubramaniam (Secretary) $0 $0
Peter Wilson (Vice President) $0 $0
Jobby Jacob (Co Chairperson) $0 $0
Athanasios Biros (Vice President) $0 $0
Fred Harbus (Vice President) $0 $0
Paige Lanier (Vice President) $0 $0
Gerard Painter (Treasurer) $0 $0
Joo Yung Lee (Vice President) $0 $0
Sangeeta Lele (Co Chairperson) $0 $0
John Boyle (Vice President) $0 $0
William Franklin (Vice President) $0 $0
John Bowden (Vice President) $0 $0
Viral Shah (Vice President) $0 $0
Michael Considine (Vice President) $0 $0
Michael Crumpler (President) $0 $0
Catherine Grossman (Vice President) $0 $0
Michelle Lin (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 24, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,678
Expenses
$81,197
Net Income
$13,481
Net Assets
$203,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,822
70.6%
Investment Income $61
0.1%
Net Fundraising $6,399
6.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,071
2.2%
Assets/Debt
Total Assets $203,604
Total Liabilities $0
Net Assets $203,604
Compensation
Key Employees and Officers Compensation Other
Ellen Brundage (Chairman) $0 $0
Kailash Balasubramaniam (Vice President) $0 $0
Tara Levine (Secretary) $0 $0
Jobby Jacob (Co President) $0 $0
Athanasios Biros (Vice President) $0 $0
Harry Mizrahi (Vice President) $0 $0
Paige Lanier (Vice President) $0 $0
Gerard Painter (Treasurer) $0 $0
Joo Yung Lee (Vice President) $0 $0
Sangeeta Lele (Co President) $0 $0
John Boyle (Vice President) $0 $0
Peter Wilson (Vice President) $0 $0
Jonathan Hanners (Vice President) $0 $0
Viral Shah (Vice President) $0 $0
Michael Considine (Vice President) $0 $0
Michael Crumpler (Vice President) $0 $0
Catherine Grossman (Vice President) $0 $0
Michelle Lin (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 28, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,820
Expenses
$95,172
Net Income
-$10,352
Net Assets
$184,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,039
74.3%
Investment Income $61
0.1%
Net Fundraising $1,845
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $184,135
Total Liabilities $0
Net Assets $184,135
Compensation
Key Employees and Officers Compensation Other
Ellen Brundage (President) $0 $0
Kailash Balasubramaniam (Vice President) $0 $0
Tara Levine (Secretary) $0 $0
Cecile Davidian (Vice President) $0 $0
Jobby Jacob (Vice President) $0 $0
Judy Yip (Chairperson) $0 $0
Harry Mizrahi (Vice President) $0 $0
Paige Lanier (Vice President) $0 $0
Gerard Painter (Treasurer) $0 $0
Joo Yung Lee (Vice President) $0 $0
Sangeeta Lele (Vice President) $0 $0
Roger Tennent (Vice President) $0 $0
Peter Wilson (Vice President) $0 $0
Jonathan Hanners (Vice President) $0 $0
Viral Shah (Vice President) $0 $0
Michael Considine (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on July 13, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$101,287
Expenses
$101,785
Net Income
-$498
Net Assets
$194,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,320
71.4%
Investment Income $61
0.1%
Net Fundraising $5,151
5.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $194,487
Total Liabilities $0
Net Assets $194,487
Compensation
Key Employees and Officers Compensation Other
Ellen Brundage (Treasurer) $0 $0
Kailash Balasubramaniam (Vice President) $0 $0
Claudia Calderon (Co Chair) $0 $0
Cecile Davidian (Vice President) $0 $0
Tara Kriss (Vice President) $0 $0
Judy Yip (President) $0 $0
Harry Mizrahi (Vice President) $0 $0
Jospeh Lucarelli (Vice President) $0 $0
Gerard Painter (Vice President) $0 $0
Walter Pringle (Secretary) $0 $0
Bikas Tomkoria (Co Chair) $0 $0
Roger Tennent (Vice President) $0 $0
Peter Wilson (Vice President) $0 $0
Jonathan Hanners (Vice President) $0 $0
+ View more people

Document Links

990-EZ
Filed on June 6, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,304
Expenses
$84,281
Net Income
$23,023
Net Assets
$194,985
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,456
75.0%
Investment Income $61
0.1%
Net Fundraising $3,284
3.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $194,985
Total Liabilities $0
Net Assets $194,985
Compensation
Key Employees and Officers Compensation Other
Ellen Brundage (Vice President) $0 $0
Saad Aslam (Co Chairman) $0 $0
Claudia Calderon (Secretary) $0 $0
Sherman Wong (Co Chairman) $0 $0
Lance Dyer (Vice President) $0 $0
Judy Yip (Vice President) $0 $0
Ari Cohen (Vice President) $0 $0
Jospeh Lucarelli (Vice President) $0 $0
Wayne Eklund (Vice President) $0 $0
Walter Pringle (Vice President) $0 $0
Bikas Tomkoria (Treasurer) $0 $0
Roger Tennent (Vice President) $0 $0
Arthur Laichtman (Vice President) $0 $0
Jonathan Hanners (Vice President) $0 $0
Stuart Plesser (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 1, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,094
Expenses
$86,576
Net Income
$19,518
Net Assets
$171,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,511
70.2%
Investment Income $61
0.1%
Net Fundraising -$1,274
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $171,962
Total Liabilities $0
Net Assets $171,962
Compensation
Key Employees and Officers Compensation Other
Jeanne Horn (Vice President) $0 $0
Claudia Calderon (Vice President) $0 $0
Lance Dyer (Vice President) $0 $0
Sherman Wong (Treasurer) $0 $0
Saad Aslam (President) $0 $0
Lauren Haas (Vice President) $0 $0
Ari Cohen (Vice President) $0 $0
Jospeh Lucarelli (Vice President) $0 $0
Wayne Eklund (Vice President) $0 $0
Walter Pringle (Vice President) $0 $0
Bikas Tomkoria (Vice President) $0 $0
Michael Pamas (Vice President) $0 $0
Arthur Laichtman (Vice President) $0 $0
Lauralyn Pestritto (Co Chairperson) $0 $0
Stuart Plesser (Secretary) $0 $0
Paul Wood (Co Chairperson) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 3, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,344
Expenses
$90,670
Net Income
-$326
Net Assets
$152,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,984
75.3%
Investment Income $84
0.1%
Net Fundraising -$1,279
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $152,444
Total Liabilities $0
Net Assets $152,444
Compensation
Key Employees and Officers Compensation Other
Jeanne Horn (Vice President) $0 $0
Ilana Ash (Vice President) $0 $0
Greg Gruber (Vice President) $0 $0
Sherman Wong (Treasurer) $0 $0
Saad Aslam (Vice President) $0 $0
Patricia Aquaro (Secretary) $0 $0
Ari Cohen (Vice President) $0 $0
Daniel Liao (Vice President) $0 $0
Wayne Eklund (Vice President) $0 $0
Igor Shtogrin (Co Chairperson) $0 $0
Craig Stansbury (Co Chairperson) $0 $0
Michael Pamas (Vice President) $0 $0
Arthur Laichtman (Vice President) $0 $0
Lauralyn Pestritto (Vice President) $0 $0
Stuart Plesser (Vice President) $0 $0
Paula Wood (President) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 14, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$77,835
Expenses
$88,636
Net Income
-$10,801
Net Assets
$152,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,098
69.5%
Investment Income $141
0.2%
Net Fundraising -$7,037
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $152,770
Total Liabilities $0
Net Assets $152,770

Document Links

990-EZ
Filed on Nov. 20, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,401
Expenses
$92,310
Net Income
-$5,909
Net Assets
$163,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,697
61.0%
Investment Income $152
0.2%
Net Fundraising -$105
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $163,571
Total Liabilities $0
Net Assets $163,571

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated