Mutual & Membership Benefit
Cfa Society Of Rochester
PITTSFORD, NY
Total revenue
$107K
Total expenses
$103K
Net assets
$292K
Grants received
$203K
5 grants
EIN
160977751
Tax year
2024
Mission
To deliver educational programming, and promote the chartered financial analyst designation for the benefit of finance professionals in greater rochester.
Financials
FY 2024
Revenue
Expenses
People
11 listed
GERRY GUGGER
DIRECTOR
—
1 hrs/wk
CHRISTIAN SCHULITZ
DIRECTOR
—
1 hrs/wk
MATTHEW TORPEY
DIRECTOR
—
1 hrs/wk
KEITH SMITH
DIRECTOR
—
1 hrs/wk
JOHN CASEY
DIRECTOR
—
1 hrs/wk
MICHAEL MASSO
TREASURER
—
1 hrs/wk
CHARLES RUFF
DIRECTOR
—
1 hrs/wk
ANDREA ELLS
DIRECTOR
—
1 hrs/wk
JORDAN MILLNER
PRESIDENT
—
1 hrs/wk
IVY WAN-BELTEJAR
SECRETARY
—
1 hrs/wk
MATTHEW KELLEY
VICE PRESIDENT
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$203K from 1 funder · 5 grants · 2019–2023
$203K · 5 grants · 2019–2023