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
Expenses
People
6 listed
KATHRYN LIZOTTE
PRESIDENT
—
5 hrs/wk
JEREMY FRENKEL
VICE PRESIDENT
—
1 hrs/wk
ZACHARY NORRIS
TREASURER
—
2 hrs/wk
CYNTHIA KNOWLTON
SECRETARY
—
1 hrs/wk
STEPHANIE BULLINGTON
DIRECTOR
—
1 hrs/wk
JAY MCCORMICK
DIRECTOR
—
1 hrs/wk
Grants received
Showing 5 of 5
Funded by
$552K from 1 funder · 5 grants · 2019–2023
$552K · 5 grants · 2019–2023