Cfa Society of Rochester
Public records raise at least one point you should look into before giving.
What it says it does
TO DELIVER EDUCATIONAL PROGRAMMING, AND PROMOTE THE CHARTERED FINANCIAL ANALYST DESIGNATION FOR THE BENEFIT OF FINANCE PROFESSIONALS IN GREATER ROCHESTER.
- Income
- $106,818
- Spending
- $102,907
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $18,460 spent. 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.
- 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. THE RESEARCH CHALLENGE WAS LAST HELD IN FISCAL 2024.
- $41,378 spent. EVERY 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.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on November 15, 2010 for not filing returns for three years. The IRS now lists it as tax-exempt again.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since July 2017.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.