NonprofitsCfa Society Of Colorado

Cfa Society Of Colorado

WESTMINSTER, CO

Total revenue

$510K

Total expenses

$412K

Net assets

$1.3M

Grants received

$552K

5 grants

EIN

840585027

Tax year

2023

Mission

Lead investment profession through educational events.

Programs

1 program

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.

Financials

FY 2023

Revenue

Contributions & grants$254K
Program service revenue$217K
Investment income$39K
Other revenue
Total revenue$510K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$412K
Total expenses$412K
Total assets$1.3M
Net assets$1.3M

People

6 listed

NameRoleCompensation

KATHRYN LIZOTTE

PRESIDENT

Board

5 hrs/wk

JEREMY FRENKEL

VICE PRESIDENT

Board

1 hrs/wk

ZACHARY NORRIS

TREASURER

Board

2 hrs/wk

CYNTHIA KNOWLTON

SECRETARY

Board

1 hrs/wk

STEPHANIE BULLINGTON

DIRECTOR

Board

1 hrs/wk

JAY MCCORMICK

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$100K
GEN SUPPORT
2023
$73K
GEN SUPPORT
2022
$94K
GEN SUPPORT
2021
$95K
GEN SUPPORT
2020
$189K
GEN SUPPORT
2019

Funded by

$552K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$552K · 5 grants · 2019–2023

Details

EIN840585027
Subsection06
Ruling date1968-12
Formed1968
Employees0
Volunteers9
CFA SOCIETY OF COLORADO — Mission, Financials & Grants Received | Grantivo