Colorado Association Of Insurance And Financial Advisors Colorado
- Assets
- $130.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Aurora, CO
- Founding
- 10/1965
- Data as of
- 12/2022
- EIN
- 84-0564639
Organization Overview
Colorado Association Of Insurance And Financial Advisors Colorado is located in Aurora, CO. The organization was established in 1965. According to its NTEE Classification (S01) the organization is classified as: Alliances & Advocacy, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Colorado Association Of Insurance And Financial Advisors Colorado is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Colorado Association Of Insurance And Financial Advisors Colorado generated $168.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.0% each year. All expenses for the organization totaled $156.0k during the year ending 12/2022. While expenses have increased by 5.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
PREPARATION AND DISTRIBUTION OF INSURANCE DIRECTORY IN ADDITION TO ANNUAL CONFERENCE AND CONVENTION TO EDUCATE ITS MEMBERS WITHIN INSURANCE INDUSTRY STANDARDS.
PREPARATION AND DISTRIBUTION OF INSURANCE DIRECTORY IN ADDITION TO ANNUAL CONFERENCE AND CONVENTION TO EDUCATE ITS MEMBERS WITHIN INSURANCE INDUSTRY STANDARDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joeseph Giulitto President | 2 | $0 | |
M Susan Ondack Immediate Past Pres | 2 | $0 | |
Rice E Brown CLU CHFC Msfs Treasurer | 2 | $0 | |
Kate Cihon Secretary | 2 | $0 | |
Ava Chappell Executive Director | 25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,369 |
| Total Program Service Revenue | $61,900 |
| Membership dues | $101,587 |
| Investment income | $457 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $1,441 |
| Total Revenue | $168,754 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $33,931 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $122,111 |
| Total expenses | $156,042 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $128,240 |
| Other assets | $0 |
| Total assets | $130,090 |
| Total liabilities | $14,572 |
| Net assets or fund balances | $115,518 |