CENTENNIAL, CO
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CFA SOCIETY OF COLORADO, founded in 1968, is a small nonprofit that reported $527K in total revenue in fiscal year 2024. Expenses of $457K left a modest 13% surplus.
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...
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $527,363 | $509,997 | +0.0% |
| Expenses | $456,678 | $411,852 | +0.1% |
| Net Income | $70,685 | $98,145 | -0.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JEREMY FRENKEL | PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEPHEN BENNETT | VICE PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| JACQUELINE VEDRA | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| ZACHARY NORRIS | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KATHRYN LIZOTTE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAY MCCORMICK | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ASHLEY MONTOYA | EXECUTIVE DIRECTOR | 10.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $527,363 | $456,678 | $1,366,123 | $70,685 |
| 2024 | $509,997 | $411,852 | $1,250,120 | $98,145 |
| 2023 | $411,179 | $326,083 | $1,075,385 | $85,096 |
| 2022 | $445,428 | $237,152 | $957,582 | $208,276 |
| 2021 | $242,595 | $88,432 | $749,305 | $154,163 |
| 2020 | $510,582 | $442,253 | $595,142 | $68,329 |
| 2019 | $315,078 | $182,201 | $526,813 | $132,877 |
| 2018 | $235,344 | $179,230 | $399,836 | $56,114 |
Compare CFA SOCIETY OF COLORADO with other nonprofits in Colorado and across the country.