New York · Nonprofit
CFA SOCIETY OF ROCHESTER
CFA SOCIETY OF ROCHESTER (New York) receives grants from 1 organization whose IRS filings report $332,109 to it, the largest being CFA INSTITUTE ($332,109). 1 of them have funded it in more than one year.
- Revenue FY2025
- $107k
- Funders on record
- 1
- Grants received
- $332k
- Net assets
- $292k
What Cfa Society of Rochester does
Mission
To deliver educational programming, and promote the chartered financial analyst designation for the benefit of finance professionals in greater rochester.
As stated on its FY2025 Form 990-EZ.
Programs
The society arranges monthly luncheon talks on topics of general interest to the investing community. Attendance typically ranges from 30-40 members and is either in person or live online.
$18,460 spent31% of program spendingEvery other year, the Cfa Society of Rochester sponsors the cfa institute's research challenge for the western new york area. The challenge is a contest where about 10 colleges and business schools with teams of about 10 students each compete to produce the best investment analysis and research paper and live presentation. The challenge is a way to raise the professional acumen of future investment analysts and managers. The competition occurs over several months. The society provides the venues, judges, and materials for the challenge. The winner proceeds to a national and then world competition. The research challenge was last held in fiscal 2024.
$0 spent0% of program spendingEvery year the society sponsors an evening event near the end of our programming year with a renowned guest speaker discussing a topic of interest to the investing community. The annual event has our highest attendance with around 100 or more members and guests either in person or online.
$41,378 spent69% of program spending
The 3 programs described on its FY2024 Form 990-EZ. Program spending in total: $59,838.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $237k to $312k (+32%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of CFA SOCIETY OF ROCHESTER’s revenue is contributions — more earned-revenue than three-quarters of its peers (1% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $31k → $21k.
From the IRS filings of CFA SOCIETY OF ROCHESTER’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF ROCHESTER draws 100% of its grant income from funders outside New York, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CFA SOCIETY OF ROCHESTER has grown faster than half of the 1,185 membership benefit nonprofits its size.
this organization peer median middle 50% of peers· 1,185 membership benefit nonprofits $100k–$1M, FY2025
Organizations like CFA SOCIETY OF ROCHESTER
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In New York
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF ROCHESTER: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF ROCHESTER?
- CFA SOCIETY OF ROCHESTER (New York) receives grants from 1 organization whose IRS filings report $332,109 to it, the largest being CFA INSTITUTE ($332,109). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF ROCHESTER have?
- IRS filings report 1 organization giving $332,109 in grants to CFA SOCIETY OF ROCHESTER, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF ROCHESTER?
- CFA INSTITUTE is the largest funder on record, with $332,109 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF ROCHESTER find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society of Rochester →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing