Cfa Society Of Colorado

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 840585027 ✦ Westminster, CO ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of Colorado?

Cfa Society of Colorado is a nonprofit organization situated in Westminster, Colorado. Their primary focus is to empower investment professionals by offering a range of educational seminars and inviting renowned speakers. The highlight of their activities is the annual Forecast Dinner, where insights into the upcoming year's economy are shared. By organizing these educational events, Cfa Society of Colorado aims to foster growth and leadership within the investment profession.


Official website here: www.cfasociety.org/colorado

Is Cfa Society Of Colorado legitimate?

Cfa Society Of Colorado is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of Colorado submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.cfasociety.org/colorado

What is the mission statement of Cfa Society Of Colorado?

The Cfa Society of Colorado's mission is centered around leading the investment profession through educational events. They accomplish this by organizing seminars and inviting renowned speakers to engage with their members. The annual forecast dinner is a significant highlight, focusing on the upcoming year's economy and offering insights from distinguished presenters. This society's primary goal is to enhance the knowledge and skills of investment professionals, thereby contributing to the industry's growth and development.


Official website here: www.cfasociety.org/colorado

Who is the CEO of Cfa Society Of Colorado?

Kimberly Christensen is the President of Cfa Society Of Colorado.


Official website here: www.cfasociety.org/colorado

What is the revenue of Cfa Society Of Colorado?

Cfa Society Of Colorado's revenue in 2022 was $445,428.


Official website here: www.cfasociety.org/colorado

Who are the executives of Cfa Society Of Colorado and what are their salaries?


Here are 7 key members and their salaries:


Stephanie Bullington (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jane Sagalovich (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kimberly Christensen (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katy Lizotte (Advocacy)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Brumbaugh (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Quinn (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jordan Kunz (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/colorado

Where can I find the form 990 for Cfa Society Of Colorado?

Cfa Society Of Colorado's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.cfasociety.org/colorado

Learn more at the official website: www.cfasociety.org/colorado

Mission Statement of Cfa Society Of Colorado

The Colorado Chapter of CFA Society, a renowned organization, is committed to shaping the investment profession primarily through educational events. Its mission is to serve as a catalyst, fostering the growth and development of investment professionals by organizing informative seminars and inviting distinguished speakers. The highlight of their activities is the Annual Forecast Dinner, which attracts attention due to its focus on the economic outlook of the upcoming year. This event features presentations by renowned experts in the field, providing valuable insights and perspectives for members and attendees.

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Impact




October, 2024

CFA Society of Colorado significantly enhances the investment profession through its commitment to education and professional development. By organizing educational seminars and featuring nationally recognized speakers, the society provides members with valuable insights and knowledge that are vital for navigating the complexities of the financial landscape.

One of its hallmark events, the Annual Forecast Dinner, notably focuses on economic trends and projections for the upcoming year, offering attendees a unique opportunity to gain perspectives from industry experts. This not only enriches the understanding of investment professionals but also fosters a sense of community among members.

Through these initiatives, the CFA Society of Colorado plays a crucial role in elevating the standards of the investment profession, contributing to community improvement, and fostering a culture of continuous learning and professional excellence in the region.




This information is meant to be a general summary of Cfa Society Of Colorado. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$445,428 (2022)
Expenses
$237,152 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $69,186
  • Program Service Revenue: $164,265
  • Gross Receipts: $716,822

Assets and Liabilities:

  • Total Assets: $957,582
  • Total Liabilities: $0
  • Net Assets: $957,582

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

ANNUAL FORECAST DINNER

Revenue

$107,245

OTHER PROGRAM REVENUE

Revenue

$53,042

EDUCATIONAL SEMINARS

Revenue

$3,978

Organization Details

Founding Year

1968

Principal Officer

Kimberly Christensen

Main Address

12110 N PECOS ST SUITE 220, WESTMINSTER, CO, 80234

NTEE Category

Code: S41 - Community improvement

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