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Society of Utility and Regulatory Financial Analysts Inc (52-1084765) — Nonprofit Profile, 990 Financials & Due Diligence | Givalgo Discover
Society of Utility and Regulatory Financial Analysts Inc
DBA:N/A
EIN: 52-1084765
IRS Active501(c)(6)New Britain, CTRuling: June 1977
Due Diligence Summary
EIN 52-1084765 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Pro diligence preview
IRS Status
Active
Recognised June 1977
Pub 78
Not found
Some exempt orgs (e.g. churches) aren't required to appear.
Latest Filing
Form 990EZ · FY2024
Period end Mar 31, 2025
Revenue (latest FY)
$65K
Expenses $76K
Operating Reserves
14.5 months
Strong reserves position.
Governance Flags
No flags detected
Common Form 990 governance flags are clear.
Sector
Uncategorized
AI Organization Overview
Mission Statement
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.
Frequently asked questions about Society of Utility and Regulatory Financial Analysts Inc
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.
Is Society of Utility and Regulatory Financial Analysts Inc a tax-exempt 501(c)(3)?
Yes — Society of Utility and Regulatory Financial Analysts Inc is recognised by the IRS as a 501(c)(6) organisation (EIN 52-1084765). The IRS recognised Society of Utility and Regulatory Financial Analysts Inc as tax-exempt in June 1977.
What is Society of Utility and Regulatory Financial Analysts Inc's EIN?
Society of Utility and Regulatory Financial Analysts Inc's Employer Identification Number (EIN) is 52-1084765. The EIN was assigned by the IRS in June 1977. Donors and grantmakers use the EIN to verify tax-exempt status with the IRS.
What does Society of Utility and Regulatory Financial Analysts Inc do?
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…
Where is Society of Utility and Regulatory Financial Analysts Inc located?
Society of Utility and Regulatory Financial Analysts Inc is located at 10 Franklin Square, New Britain, CT, 06051.
When was Society of Utility and Regulatory Financial Analysts Inc founded or recognised by the IRS?
Society of Utility and Regulatory Financial Analysts Inc was recognised by the IRS as a tax-exempt organisation in June 1977. The IRS ruling date is the earliest authoritative date available for most US nonprofits.
What is Society of Utility and Regulatory Financial Analysts Inc's annual revenue?
On its most recent Form 990 (fiscal year 2024), Society of Utility and Regulatory Financial Analysts Inc reported $65K in total revenue and $76K in total expenses.
Has Society of Utility and Regulatory Financial Analysts Inc been auto-revoked by the IRS?
No — Society of Utility and Regulatory Financial Analysts Inc (EIN 52-1084765) does not appear on the IRS Auto-Revocation List. Givalgo Discover cross-references the IRS Auto-Revocation List on every profile load; if status changes, this page reflects it.
Is Society of Utility and Regulatory Financial Analysts Inc listed in IRS Publication 78?
Givalgo Discover did not find Society of Utility and Regulatory Financial Analysts Inc in the most recent IRS Publication 78 download. Some tax-exempt organisations (e.g., churches and government instrumentalities) are eligible to receive deductible contributions without appearing in Pub 78 — verify directly with the IRS if uncertain.
