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CFA SOCIETY OF COLORADO

EIN 84-0585027 CENTENNIAL, CO

Revenue 2024
$527,363
Expenses 2024
$456,678

As filed

Subsection
06
Classification
2000
Street
6100 S WILLIAMS ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JEREMY FRENKEL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • STEPHEN BENNETT

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • JACQUELINE VEDRA

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ZACHARY NORRIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN LIZOTTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAY MCCORMICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY MONTOYA

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    10

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $527,363
    Expenses
    $456,678
    Contributions
    $247,064
    Grants paid
    $0
  • 2023
    Revenue
    $509,997
    Expenses
    $411,852
    Contributions
    $254,186
    Grants paid
    $0
  • 2022
    Revenue
    $411,179
    Expenses
    $326,083
    Contributions
    $232,816
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $445,428
    Expenses
    $237,152
    Assets (EOY)
    $957,582

  • 2020 · 990

    Revenue
    $242,595
    Expenses
    $88,432
    Assets (EOY)
    $749,305

  • 2019 · 990

    Revenue
    $510,582
    Expenses
    $442,253
    Assets (EOY)
    $595,142

  • 2018 · 990

    Revenue
    $315,078
    Expenses
    $182,201
    Assets (EOY)
    $526,813

  • 2017 · 990

    Revenue
    $235,344
    Expenses
    $179,230
    Assets (EOY)
    $399,836

  • 2017 · 990

    Revenue
    $235,344
    Expenses
    $179,230
    Assets (EOY)
    $399,836

  • 2016 · 990

    Revenue
    $229,192
    Expenses
    $231,154
    Assets (EOY)
    $343,722

  • 2015 · 990

    Revenue
    $183,838
    Expenses
    $162,694
    Assets (EOY)
    $345,684

  • 2014 · 990

    Revenue
    $171,496
    Expenses
    $141,438
    Assets (EOY)
    $324,540

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.