Totals
- Total revenue
- $509,997
- Total expenses
- $411,852
- Contributions and grants received
- $254,186
- Grants paid
- $0
- Program service revenue
- $217,280
- Investment income
- $38,531
- Other revenue
- $0
- Total assets, end of year
- $1,250,120
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,250,120
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$159,033
-
1f · All other contributions, gifts and grants
$95,153
-
2a · Program service revenue: ANNUAL FORECAST DINNER
total $162,289 · related or exempt $162,289
-
2b · Program service revenue: EDUCATIONAL SEMINARS
total $52,876 · related or exempt $52,876
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $2,115 · related or exempt $2,115
-
3 · Investment income
total $37,941 · excluded $37,941
-
7a · Gross sales of assets other than inventory
securities $58,020
-
7b · Less cost or other basis and sales expenses
securities $57,430
-
7c · Gain or loss
securities $590
-
7d · Net gain or loss
total $590 · related or exempt $590
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $44,774
-
11b · Fees: legal
total $10
-
11c · Fees: accounting
total $4,429
-
14 · Information technology
total $14,004
-
17 · Travel
total $9,874
-
19 · Conferences, conventions and meetings
total $285,530
-
24a · Other expenses: OTHER PROGRAM EXPENSES
total $41,695
-
24b · Other expenses: PUBLIC AWARENESS
total $9,690
-
24c · Other expenses: ADVOCACY AND GOVERNMENT
total $1,846
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $601,177 · end of year $433,146
-
11 · Investments: publicly traded securities
beginning of year $474,208 · end of year $816,974
-
29 · Capital stock, trust principal or current funds
beginning of year $1,075,385 · end of year $1,250,120
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
-
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.
As filed on the 2023 return.
Listed in Part VII
-
Kathryn LizotteKATHRYN LIZOTTE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jeremy FrenkelJEREMY FRENKEL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Zachary NorrisZACHARY NORRIS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia KnowltonCYNTHIA KNOWLTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie BullingtonSTEPHANIE BULLINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay McCormickJAY MCCORMICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433549349300118
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