CFA SOCIETY OF COLORADO
Data sourced from IRS 990 public filings
CFA SOCIETY OF COLORADO LEAD INVESTMENT PROFESSION THROUGH EDUCATIONAL EVENTS.
Free Market/Pro-Business
Education & Awareness
General Population
Local (City/County Level)
Education
Community & Economic Development
Education Policy & Reform
Annual Revenue
$229,192
Known Funders
1
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $509,997 | $411,852 | $1,250,120 |
| 2022 | $411,179 | $326,083 | $1,075,385 |
| 2021 | $445,428 | $237,152 | $957,582 |
| 2020 | $242,595 | $88,432 | $749,305 |
| 2019 | $510,582 | $442,253 | $595,142 |
| 2018 | $315,078 | $182,201 | $526,813 |
| 2017 | $235,344 | $179,230 | $399,836 |
| 2016 | $229,192 | $231,154 | $343,722 |
Top Funders
CFA INSTITUTE
CHARLOTTESVILLE, VA
$94,078 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$73,238 (2022)
Key Personnel
From 2023 IRS 990 filing
K
KATHRYN LIZOTTE
PRESIDENT
Officer
J
JEREMY FRENKEL
VICE PRESIDENT
Officer
Z
ZACHARY NORRIS
TREASURER
Officer
C
CYNTHIA KNOWLTON
SECRETARY
Officer
S
STEPHANIE BULLINGTON
DIRECTOR
J
JAY MCCORMICK
DIRECTOR
Frequently Asked Questions
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Portercare Adventist Health System$1,798,498,907
INTERMOUNTAIN FRONT RANGE INC$1,207,692,656
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