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EIN 84-0585027

Cfa Society of Colorado

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Westminster
State
Colorado
Year formed
1968
Most recent tax filings
2024-06-01
NTEE code, primary
S41: Promotion of Business
Description
Cfa Society of Colorado leads the investment profession by providing educational events, seminars, and speakers for its members. They offer programs to help members prepare for the Cfa exam, increase public awareness of the Cfa credential, and provide career assistance. Their annual forecast dinner highlights nationally recognized speakers focusing on the upcoming year's economy.
Total revenues
$509,997
2024
Total expenses
$411,852
2024
Total assets
$1,250,120
2024
Num. employees
0
2024

Program areas at Cfa Society of Colorado

Provide educational seminars and speakers for members. The highlight being the annual forecast dinner focusing on the upcoming year's economy including a presentation by nationally recognized speakers.
Other programs intended to educate the public and members about the profession and investing. Member networking events, career assistance, Cfa exam preparation assistance and increase public awareness of the Cfa credential. Including the annual charter recognition event to recognize new members (which occurs at the new charter holder appreciation event) and to address various educational topics. Also including the Colorado edition of the annual Cfa investment research challenge for Cfa candidates.

Personnel at Cfa Society of Colorado

NameTitleCompensation
Zach NorrisCurrent Treasurer
Cynthia KnowltonSecretary$0
Zachary NorrisTreasurer$0
Jeremy FrenkelVice President$0
Kathryn LizottePresident$0
...and 13 more key personnel

Financials for Cfa Society of Colorado

RevenuesFYE 06/2024
Total grants, contributions, etc.$254,186
Program services$217,280
Investment income and dividends$37,941
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$590
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$509,997

Form 990s for Cfa Society of Colorado

Fiscal year endingDate received by IRSFormPDF link
2024-062024-12-19990View PDF
2023-062024-02-13990View PDF
2022-062023-04-26990View PDF
2021-062022-05-10990View PDF
2020-062021-06-30990View PDF
...and 8 more Form 990s
Data update history
May 22, 2024
Updated personnel
Identified 3 new personnel
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $94,078 from CFA Institute
July 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 3, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelGala fundraisersNo full-time employees
General information
Address
12110 N Pecos St Suite 220
Westminster, CO 80234
Metro area
Denver-Aurora-Lakewood, CO
County
Adams County, CO
Website URL
cfasociety.org/colorado 
Phone
(303) 683-3343
IRS details
EIN
84-0585027
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1968
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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