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CFA SOCIETY OF ROCHESTER

Company Details

Name: CFA SOCIETY OF ROCHESTER
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 06 Jul 1970 (55 years ago)
Entity Number: 292644
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: P.O. BOX 390, 5607 PITTSFORD-PALMYRA ROAD, PITTSFORD, NY, United States, 14534

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent P.O. BOX 390, 5607 PITTSFORD-PALMYRA ROAD, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2008-12-01 2016-06-15 Address EMPIRE VALUATION CONSULTANTS, 777 CANAL VIEW BLVD STE 200, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2008-11-17 2008-12-01 Address EMPIRE VALUATION CONSULTANTS, 777 CANAL VIEW BLVD STE 200, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
2004-12-14 2008-12-01 Name CFA SOCIETY OF ROCHESTER...
2004-12-14 2008-11-17 Address RICK ADLER; EMPIRE VALUATIONS, 3255 BRIGHTON HENRIETTA TWN LN, ROCHESTER, NY, 14623, USA (Type of address: Service of Process)
1970-07-06 2004-12-14 Name ROCHESTER SOCIETY OF SECURITY ANALYSTS, INC.

Filings

Filing Number Date Filed Type Effective Date
160615000732 2016-06-15 CERTIFICATE OF CHANGE 2016-06-15
081201000068 2008-12-01 CERTIFICATE OF AMENDMENT 2008-12-01
081117000084 2008-11-17 CERTIFICATE OF CHANGE 2008-11-17
041214000063 2004-12-14 CERTIFICATE OF AMENDMENT 2004-12-14
C323359-3 2002-11-05 ASSUMED NAME CORP INITIAL FILING 2002-11-05
844517-12 1970-07-06 CERTIFICATE OF INCORPORATION 1970-07-06

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
16-0977751 Corporation Unconditional Exemption PO BOX 390, PITTSFORD, NY, 14534-0390 2017-07
In Care of Name -
Group Exemption Number 0000
Subsection Board of Trade, Business League, Chamber of Commerce, Real Estate Board
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are not deductible.
Foundation All organizations except 501(c)(3)
Tax Period 2024-06
Asset 100,000 to 499,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 287882
Income Amount 88936
Form 990 Revenue Amount 88936
National Taxonomy of Exempt Entities Mutual/Membership Benefit: Professional Societies, Associations
Sort Name -

Auto-Revocation List

Description Organizations whose federal tax exempt status was automatically revoked for not filing a Form 990-series return or notice for three consecutive years. Important note: Just because an organization appears on this list, it does not mean the organization is currently revoked, as they may have been reinstated.
Exemption Type 501(c)(6): Business leagues, chambers of commerce, real estate boards, etc.
Revocation Date 2010-11-15
Revocation Posting Date 2011-07-13

Determination Letter

Final Letter(s) FinalLetter_16-0977751_CFASOCIETYOFROCHESTER_03062017.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 202306
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 202206
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 202106
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 202006
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 201906
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 201806
Filing Type E
Return Type 990EO
File View File
Organization Name CFA SOCIETY OF ROCHESTER
EIN 16-0977751
Tax Period 201706
Filing Type E
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201606
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201506
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201406
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201306
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201206
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201106
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201006
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 201006
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 200906
Filing Type P
Return Type 990EO
File View File
Organization Name ROCHESTER SOCIETY OF SECURITY
EIN 16-0977751
Tax Period 200806
Filing Type P
Return Type 990EO
File View File

Date of last update: 18 Mar 2025

Sources: New York Secretary of State