Mission
TO DELIVER EDUCATIONAL PROGRAMMING, AND PROMOTE THE CHARTERED FINANCIAL ANALYST DESIGNATION FOR THE BENEFIT OF FINANCE PROFESSIONALS IN GREATER ROCHESTER.
Small Public Charity
CFA SOCIETY OF ROCHESTER
CFA SOCIETY OF ROCHESTER, of PITTSFORD, NY, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $107K in revenue, $103K in expenses, $292K in total assets. 8 publicly reported grants to this organization, totaling roughly $332K, appear in IRS filings.
EIN: 160977751
PITTSFORD, NY
Latest filing: 2025
Total Revenue$107K
Total Expenses$103K
Total Assets$292K
Grant Records8
Funding Total$332K
Filing Years2020–2025
Sample Grants Received
GEN SUPPORT
$27,209
GEN SUPPORT
$21,450
GEN SUPPORT
$41,502
GEN SUPPORT
$43,415
GEN SUPPORT
$69,424
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
DIRECTOR
Andrea Ells
DIRECTOR
Charles Ruff
DIRECTOR
Christian Schulitz
DIRECTOR
Gerry Gugger
SECRETARY
Ivy Wan-Beltejar
DIRECTOR
John Casey
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $107K | $103K | $292K |
| 2024 | $89K | $77K | $288K |
| 2023 | $115K | $133K | $276K |
| 2021 | $118K | $43K | $312K |
| 2020 | $149K | $110K | $237K |
Between 2020 and 2025, reported annual revenue declined from $149K to $107K (-28%), with total assets most recently reported at $292K.
Interactive year-over-year charts and full filing details available with membership.