Mission
LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
Public Charity
CFA SOCIETY OF COLORADO
CFA SOCIETY OF COLORADO, of CENTENNIAL, CO, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $527K in revenue, $457K in expenses, $1.4M in total assets. 8 publicly reported grants to this organization, totaling roughly $805K, appear in IRS filings.
EIN: 840585027
CENTENNIAL, CO
Latest filing: 2025
Total Revenue$527K
Total Expenses$457K
Total Assets$1.4M
Grant Records8
Funding Total$805K
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$100,416
GEN SUPPORT
$73,238
GEN SUPPORT
$94,078
GEN SUPPORT
$94,908
GEN SUPPORT
$189,193
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
EXECUTIVE DIRECTOR
Ashley Montoya
TREASURER
Jacqueline Vedra
DIRECTOR
Jay Mccormick
PRESIDENT
Jeremy Frenkel
DIRECTOR
Kathryn Lizotte
VICE PRESIDENT
Stephen Bennett
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $527K | $457K | $1.4M |
| 2024 | $510K | $412K | $1.3M |
| 2023 | $411K | $326K | $1.1M |
| 2022 | $445K | $237K | $958K |
| 2021 | $243K | $88K | $749K |
Between 2021 and 2025, reported annual revenue grew from $243K to $527K (+117%), with total assets most recently reported at $1.4M.
Interactive year-over-year charts and full filing details available with membership.