Liabilities / Assets
69th percentile
Tied with the lowest-debt nonprofits in its peer group.
Cfa Society of Rochester
EIN 16-0977751 • 501(c)6 • Pittsford, NY
Profile
To deliver educational programming, and promote the chartered financial analyst designation for the benefit of finance professionals in greater rochester.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
70th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Up$291,793
Up $3,911 (+1.4%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
$291,793
No earlier filing loaded for comparison.
Revenue
Up$106,818
Up $17,882 (+20%) from 2024
Expenses
Up$102,907
Up $25,615 (+33%) from 2024
Net Income
Down$3,911
Down $7,733 (-66%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $291,793
- Liabilities
- $0
- Net assets
- $291,793
- Revenue
- $106,818
- Expenses
- $102,907
- Net income
- $3,911
Latest Detailed Filing
The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Nov 7, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $109,247
Mission and Program Overview
Mission
To deliver educational programming, and promote the chartered financial analyst designation for the benefit of finance professionals in greater roch
To deliver educational programming, and promote the chartered financial analyst designation for the benefit of finance professionals in greater rochester.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE SOCIETY ARRANGES MONTHLY 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. | $0 | $0 |
| EVERY 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. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES RUFF | President | - | $0 | - | - |
| KEITH SMITH | Vice President | - | $0 | - | - |
| JEFF DONLON | Secretary | - | $0 | - | - |
| JORDAN MILNER | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Cfa Society of Rochester
- EIN
- 16-0977751
- Phone
- 5855123103
- Address
- PO BOX 390, PITTSFORD, NY 14534
Signing Officer
- Name
- Charles Ruff
- Title
- President
- Phone
- 5855123103
- Signed
- 2022-11-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bonadio & Co Llp
- Address
- 171 SULLYS TRAIL, PITTSFORD, NY 14534
- Preparer
- Amanda L Della Sala
- Phone
- 5853811000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: dividends. Amount: 50. Description: unrealized gain on investment. Amount: 9,054. Description: investment sale/maturity. Amount: 43,985. Total included on form 990-ez, line 4: 53,089.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: paypal. Amount: 134.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: junior achievement of central upstate new york. Grantee address: 1 s. Washington street, suite 110 rochester, ny 14614. Property description: cash. Amount given: 7,500.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: program service expenses. Amount: 2,734. Description: committee / board meetings. Amount: 1,427. Description: admin support person. Amount: 4,512. Description: investment purchase. Amount: 92,053. Description: supplies. Amount: 1,888. Description: special event. Amount: 6,936. Description: research challenge. Amount: 2,275. Description: branding initiatives. Amount: 7,412. Total to form 990-ez, line 16: 119,237.”
Raw XML Appendix123 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JORDAN MILNER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5855123103 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 390 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSFORD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 145340381 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 311501 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 294011 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17490 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 311501 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 294011 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 109247 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 53089 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 54178 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 311501 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 294011 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 311501 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 294011 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHARLES RUFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KEITH SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEFF DONLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JORDAN MILNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 119237 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 134 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO DELIVER EDUCATIONAL PROGRAMMING, AND PROMOTE THE CHARTERED FINANCIAL ANALYST DESIGNATION FOR THE BENEFIT OF FINANCE PROFESSIONALS IN GREATER ROCHESTER. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 1846 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE SOCIETY ARRANGES MONTHLY 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | EVERY 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 126737 |
| IRS990EZ/TotalRevenueAmt | 0 | 109247 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DIVIDENDS. AMOUNT: 50. DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 9,054. DESCRIPTION: INVESTMENT SALE/MATURITY. AMOUNT: 43,985. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 53,089. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PAYPAL. AMOUNT: 134. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK. GRANTEE ADDRESS: 1 S. WASHINGTON STREET, SUITE 110 ROCHESTER, NY 14614. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 2,734. DESCRIPTION: COMMITTEE / BOARD MEETINGS. AMOUNT: 1,427. DESCRIPTION: ADMIN SUPPORT PERSON. AMOUNT: 4,512. DESCRIPTION: INVESTMENT PURCHASE. AMOUNT: 92,053. DESCRIPTION: SUPPLIES. AMOUNT: 1,888. DESCRIPTION: SPECIAL EVENT. AMOUNT: 6,936. DESCRIPTION: RESEARCH CHALLENGE. AMOUNT: 2,275. DESCRIPTION: BRANDING INITIATIVES. AMOUNT: 7,412. TOTAL TO FORM 990-EZ, LINE 16: 119,237. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLES RUFF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5855123103 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA SOCIETY OF ROCHESTER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAS |
| ReturnHeader/Filer/EIN | 0 | 160977751 |
| ReturnHeader/Filer/PhoneNum | 0 | 5855123103 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 390 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14534 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 161131146 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BONADIO & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 171 SULLYS TRAIL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14534 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5853811000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-11-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | AMANDA L DELLA SALA |
| ReturnHeader/ReturnTs | 0 | 2022-11-07T13:48:09-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | CHARLES |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | RUFF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.