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.
Against its field
CFA SOCIETY OF ROCHESTER has grown faster than half of the 1,074 membership benefit nonprofits its size.
this organization peer median middle 50% of peers· 1,074 membership benefit nonprofits $100k–$1M, FY2025
Three funders worth looking at
Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.
- Esl Charitable Foundationlocalportfolio match
- The Joan and Harold Feinbloom Supporting Foundation Inclocalportfolio match
- Max and Marian Farash Charitable Foundationlocalportfolio match
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.
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.
Funders to approach
Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first.
- Esl Charitable Foundationlocalportfolio matchNY · funds 306 organizations near you · its grantees resemble your mission
- The Joan and Harold Feinbloom Supporting Foundation Inclocalportfolio matchNY · funds 47 organizations near you · its grantees resemble your mission
- Max and Marian Farash Charitable Foundationlocalportfolio matchNY · funds 253 organizations near you · its grantees resemble your mission
- The Rochester General Hospitallocalportfolio matchNY · funds 39 organizations near you · its grantees resemble your mission
- William & Sheila Konar Foundationlocalportfolio matchNY · funds 136 organizations near you · its grantees resemble your mission
- Monroe County Industrial Development CorporationlocalNY · funds 104 organizations near you
- Louis S & Molly B Wolk Foundationportfolio matchits grantees resemble your mission
- Myron S & Helen K Silver Family Foundationportfolio matchits grantees resemble your mission
- Summers Foundation Incportfolio matchits grantees resemble your mission
- The Cotroneo Family Foundationportfolio matchits grantees resemble your mission
- Sands Family Supporting Foundation Incportfolio matchits grantees resemble your mission
- The Shore Foundationportfolio matchits grantees resemble your mission
From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.
Organizations like CFA SOCIETY OF ROCHESTER
Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of 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. 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.
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 1funders 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 August 27, 2026. What this page cannot tell you · view filing