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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Mutual & Membership Benefit CFA Society of Rochester

CFA Society of Rochester

Fiscal year ending 2024. Filed on November 14, 2024.

PO Box 390
Pittsford, New York 14534

CFA Society of Rochester (EIN: 16-0977751) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2024 IRS Form 990 filing, CFA Society of Rochester, a 501(c)(6) business league, reported compensation for 11 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$88,936

Expenses

$77,292

Employee compensation

—
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Michael Masso
Director
$0
Matthew Kelley
Treasurer
$0
Christian Schulitz
Director
$0
Matthew Kelley
Director
$0
Keith Smith
Vice President
$0
Jordan Millner
President
$0
Charles Ruff
Former President
$0
Ivy Wan-Beltejar
Secretary
$0
Gerry Gugger
Director
$0
John Casey
Director
$0
Matthew Torpey
Director
$0

Benchmark Employee Compensation

Mission Statement

TO DELIVER EDUCATIONAL PROGRAMMING, AND PROMOTE THE CHARTERED FINANCIAL ANALYST DESIGNATION FOR THE BENEFIT OF FINANCE PROFESSIONALS IN GREATER ROCHESTER.

Revisions to this organization profile

October 29, 2025:
2025 CFA Society of Rochester 990 filed
November 14, 2024:
2024 CFA Society of Rochester 990 filed
December 6, 2023:
2023 CFA Society of Rochester 990 filed

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