Nonprofit · EIN 84-0585027
CFA SOCIETY OF COLORADO
Tax-exempt · CENTENNIAL, CO 80121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $527,363 | $456,678 | $70,685 | $1,366,123 | $100 | $1,366,023 |
| June 30, 2024 | 990 | $509,997 | $411,852 | $98,145 | $1,250,120 | $0 | $1,250,120 |
| June 30, 2023 | 990 | $411,179 | $326,083 | $85,096 | $1,075,385 | $0 | $1,075,385 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $247,064
- Membership dues
- $150,292
- Program service revenue
- $201,207
- Investment income
- $79,092
- Net gain from sales of assets
- $34,687
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,750
- Travel
- $13,688
Balance sheet and other
- Total assets, start of year
- $1,250,120
- Total assets, end of year
- $1,366,123
- Total liabilities, end of year
- $100
- Net assets, end of year
- $1,366,023
- Publicly traded securities
- $998,159
- Gross receipts
- $723,875
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1968
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY FRENKEL | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEPHEN BENNETT | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JACQUELINE VEDRA | TREASURER Trustee or director, Officer | 2 | $0 |
| ZACHARY NORRIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| KATHRYN LIZOTTE | DIRECTOR Trustee or director | 1 | $0 |
| JAY MCCORMICK | DIRECTOR Trustee or director | 1 | $0 |
| ASHLEY MONTOYA | EXECUTIVE DIRECTOR Officer | 10 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN LIZOTTE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JEREMY FRENKEL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ZACHARY NORRIS | TREASURER Trustee or director, Officer | 2 | $0 |
| CYNTHIA KNOWLTON | SECRETARY Trustee or director, Officer | 1 | $0 |
| STEPHANIE BULLINGTON | DIRECTOR Trustee or director | 1 | $0 |
| JAY MCCORMICK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE BULLINGTON | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KATHRYN LIZOTTE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KIMBERLY CHRISTENSEN | TREASURER Trustee or director, Officer | 2 | $0 |
| ROBERT BRUMBAUGH | SECRETARY Trustee or director, Officer | 1 | $0 |
| PETER QUINN | DIRECTOR Trustee or director | 1 | $0 |
| JORDAN KUNZ | DIRECTOR Trustee or director | 1 | $0 |
| JEREMY FRENKEL | ADVOCACY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6100 S WILLIAMS ST, CENTENNIAL, CO 80121-2614
- In care of
- % SECRETARIAL SOLUTIONS
- Principal officer (990 for 2024)
- JACQUELINE VEDRA, 6100 S WILLIAMS STREET, CENTENNIAL, CO 80121
- Signed the 990
- JACQUELINE VEDRA, CURRENT TREASURER
- Phone
- (720) 674-6773
- Website
- WWW.CFASOCIETY.ORG/COLORADO
- Return prepared by
- WATSON COON RYAN LLC
Mission
LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 84-0585027
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,366,123
- Income (IRS master file)
- $723,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $527,363 | $456,678 | $1,366,123 | XML |
| 990 | June 2024 | $509,997 | $411,852 | $1,250,120 | XML |
| 990 | June 2023 | $411,179 | $326,083 | $1,075,385 | XML |
| 990 | June 2022 | $445,428 | $237,152 | $957,582 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-0585027).
Questions about CFA SOCIETY OF COLORADO
- What is the EIN of CFA SOCIETY OF COLORADO?
- The employer identification number (EIN) of CFA SOCIETY OF COLORADO is 84-0585027.
- Is CFA SOCIETY OF COLORADO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1968.
- Are donations to CFA SOCIETY OF COLORADO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF COLORADO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF COLORADO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF COLORADO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF COLORADO?
- The 990 for the year ended June 30, 2025 names JACQUELINE VEDRA.
- Who are the officers and directors of CFA SOCIETY OF COLORADO?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CFA SOCIETY OF COLORADO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $527,363, expenses of $456,678 and total assets of $1,366,123 at year end.
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