CFA SOCIETY OF COLORADO (EIN 840585027) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

JACQUELINE VEDRA

Phone

7206746773

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $247,064

Program Service Revenue $201,207

Investment Income $79,092

Other Revenue $0

TOTAL REVENUE $527,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $456,678

TOTAL EXPENSES $456,678

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

CFA SOCIETY OF COLORADO