CFA Society of Rochester
CFA Society of Rochester's network
9 people4 organisationsi9 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Christian Schulitz | Director | 2023 | 3 yrs |
| Gerry Gugger | Director | 2023 | 3 yrs |
| Ivy WAN-Beltejar | Company secretary | 2024 | 2 yrs |
| John Casey | Director | 2024 | 2 yrs |
| Jordan Millner | President | 2024 | 2 yrs |
| Keith Smith | Vice President | 2020 | 6 yrs |
| Matthew Kelley | Treasurer | 2023 | 3 yrs |
| Matthew Torpey | Director | 2023 | 3 yrs |
| Michael Masso | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Gerry Gugger | Director | 1 | $0 | ||
| Christian Schulitz | Director | 1 | $0 | ||
| Matthew Torpey | Director | 1 | $0 | ||
| Keith Smith | Director | 1 | $0 | ||
| John Casey | Director | 1 | $0 | ||
| Michael Masso | Treasurer | 1 | $0 | ||
| Charles Ruff | Director | 1 | $0 | ||
| Andrea Ells | Director | 1 | $0 | ||
| Jordan Millner | President | 1 | $0 | ||
| Ivy Wan-Beltejar | Secretary | 1 | $0 | ||
| Matthew Kelley | Vice President | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cfa Society of Rochester
- EIN
- 160977751
- Address
- Po Box 390, Pittsford, NY, 14534-0390
- State
- New York
- Activity (NTEE)
- Y03 Mutual and membership benefit
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 July 2017
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥6years on the filingsKeith Smith
≥3years on the filingsChristian Schulitz
≥3years on the filingsGerry Gugger
≥3years on the filingsMatthew Kelley
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $292k
- Total liabilities
- $0
- Net assets or fund balances
- $292k
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Cfa Society Of Rochester likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: New York Department of State, active corporations (data.ny.gov n9v6-gdp6). Licence: New York open data terms of use. Data last fetched 18 October 2026.
- State
- New York
- Entity type
- Domestic Not-For-Profit Corporation
- Status
- Active
- Formed
- 6 July 1970
- Registered agent
- Not stated