Cfa Society Of Colorado
- Assets
- $1.3m
- Revenue
- $510.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Westminster, CO
- Founding
- 12/1968
- Data as of
- 06/2024
- EIN
- 84-0585027
Organization Overview
Cfa Society Of Colorado is located in Westminster, CO. The organization was established in 1968. 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. Cfa Society Of 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 06/2024, Cfa Society Of Colorado generated $510.0k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 12.0% each year . All expenses for the organization totaled $411.9k during the year ending 06/2024. While expenses have increased by 10.9% per year over the past 9 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathryn Lizotte President | OfficerTrustee | 5 | $0 |
Jeremy Frenkel Vice President | OfficerTrustee | 1 | $0 |
Zachary Norris Treasurer | OfficerTrustee | 2 | $0 |
Cynthia Knowlton Secretary | OfficerTrustee | 1 | $0 |
Stephanie Bullington Director | Trustee | 1 | $0 |
Jay Mccormick Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $159,033 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $95,153 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $254,186 |
| Total Program Service Revenue | $217,280 |
| Investment income | $37,941 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $590 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $509,997 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $44,774 |
| Fees for services: Legal | $10 |
| Fees for services: Accounting | $4,429 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $14,004 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $9,874 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $285,530 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $411,852 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $433,146 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $816,974 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,250,120 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $1,250,120 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,250,120 |