Civic Intelligence

Cfa Society of Colorado Co Secretarial Solutions

EIN 84-0585027 • 501(c)6 • Centennial, CO

Profile

Lead investment profession through educational events

6100 S Williams StreetCentennial, CO 80121

www.cfasociety.org/COLORADO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

62nd percentile

9.3%

Faster asset growth than 62% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.4%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,366,123

Up $116,003 (+9.3%) from 2024

Liabilities

Up

$100

Up $100 from 2024

Net Assets

Up

$1,366,023

Up $115,903 (+9.3%) from 2024

Operations
Liabilities / Revenue13th percentileNet Margin73rd percentile

Revenue

Up

$527,363

Up $17,366 (+3.4%) from 2024

Expenses

Up

$456,678

Up $44,826 (+11%) from 2024

Net Income

Down

$70,685

Down $27,460 (-28%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $220,587Liabilities 2012: $02012Assets 2013: $267,552Liabilities 2013: $02013Assets 2014: $294,482Liabilities 2014: $02014Assets 2015: $324,540Liabilities 2015: $0Net Assets 2015: $324,5402015Assets 2016: $345,684Liabilities 2016: $0Net Assets 2016: $345,6842016Assets 2017: $343,722Liabilities 2017: $0Net Assets 2017: $343,7222017Assets 2018: $399,836Liabilities 2018: $0Net Assets 2018: $399,8362018Assets 2019: $526,813Liabilities 2019: $0Net Assets 2019: $526,8132019Assets 2020: $595,142Liabilities 2020: $0Net Assets 2020: $595,1422020Assets 2021: $749,305Liabilities 2021: $0Net Assets 2021: $749,3052021Assets 2022: $957,582Liabilities 2022: $0Net Assets 2022: $957,5822022Assets 2023: $1,075,385Liabilities 2023: $0Net Assets 2023: $1,075,3852023Assets 2024: $1,250,120Liabilities 2024: $0Net Assets 2024: $1,250,1202024Assets 2025: $1,366,123Liabilities 2025: $100Net Assets 2025: $1,366,0232025

Highlighted filing

2025

Assets$1,366,123
Liabilities$100
Net Assets$1,366,023
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $96,647Expenses 2012: $72,807Net Income 2012: $23,8402012Revenue 2013: $135,230Expenses 2013: $88,265Net Income 2013: $46,9652013Revenue 2014: $124,794Expenses 2014: $97,863Net Income 2014: $26,9312014Revenue 2015: $171,496Expenses 2015: $141,438Net Income 2015: $30,0582015Revenue 2016: $183,838Expenses 2016: $162,694Net Income 2016: $21,1442016Revenue 2017: $229,192Expenses 2017: $231,154Net Income 2017: -$1,9622017Revenue 2018: $235,344Expenses 2018: $179,230Net Income 2018: $56,1142018Revenue 2019: $315,078Expenses 2019: $182,201Net Income 2019: $132,8772019Revenue 2020: $510,582Expenses 2020: $442,253Net Income 2020: $68,3292020Revenue 2021: $242,595Expenses 2021: $88,432Net Income 2021: $154,1632021Revenue 2022: $445,428Expenses 2022: $237,152Net Income 2022: $208,2762022Revenue 2023: $411,179Expenses 2023: $326,083Net Income 2023: $85,0962023Revenue 2024: $509,997Expenses 2024: $411,852Net Income 2024: $98,1452024Revenue 2025: $527,363Expenses 2025: $456,678Net Income 2025: $70,6852025

Highlighted filing

2025

Revenue$527,363
Expenses$456,678
Net Income$70,685
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,366,123
Liabilities
$100
Net assets
$1,366,023
Revenue
$527,363
Expenses
$456,678
Net income
$70,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.53$0.46$0.07
2024Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.51$0.41$0.10
2023Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.41$0.33$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.45$0.24$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.24$0.09$0.15
2020Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.51$0.44$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.32$0.18$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.24$0.18$0.06
2017Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.23$0.23$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.18$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.17$0.14$0.03
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.12$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.14$0.09$0.05
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.10$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.5
Gross Receipts
$723,875
Mission and Program Overview

Mission

Lead investment profession through educational events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,250,120$1,366,023▲ $115,903
Investments in Publicly Traded Securities$816,974$998,159▲ $181,185
Savings and Temporary Cash Investments$433,146$367,964▼ $65,182
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,250,120$1,366,123▲ $116,003
Liabilities
Other Liabilities$0$100▲ $100
Total Liabilities$0$100▲ $100
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,250,120$1,366,023▲ $115,903
Total Liabilities and Net Assets / Fund Balance$1,250,120$1,366,123▲ $116,003
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Jeremy FrenkelPresident
Stephen BennettVice President
Jay MccormickDirector
Kathryn LizotteDirector
Ashley MontoyaExecutive Director
Zachary NorrisSecretary
Jacqueline VedraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,064
Program Service Revenue
$201,207
Investment Income
$79,092
Other Revenue
$0
All Other Contributions
$96,772
Change in Net Assets
$70,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$456,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$259,616
Fees for Services Management---$76,118
Information Technology---$14,988
Travel---$13,688
Fees for Services Accounting---$4,750
Other Expenses---$3,441
Total Functional Expenses$0$0$0$456,678
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“All board members/officers have to be approved/elected by members via cfaco annual meeting voting process.”

Form 990, Part VI, Section A, Line 7B

“Dues shall be an amount approved by two-thirds (2/3) vote of the board at a regular or special meeting.”

Form 990, Part VI, Section B, Line 11B

“Copy provided to all board members for approval prior to filing the information return.”

Form 990, Part VI, Section C, Line 19

“All documents, policies and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cfa Society of Colorado
EIN
84-0585027
Phone
7206746773
Address
6100 S WILLIAMS STREET, CENTENNIAL, CO 80121

Signing Officer

Name
Jacqueline Vedra
Title
Current Treasurer
Phone
7206746773
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Vedra
Formed
1968
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Watson Coon Ryan LLC
Address
6025 SOUTH QUEBEC STREET SUITE 260, CENTENNIAL, CO 80111
Preparer
Jeremy J Ryan
Phone
3037923020
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ConservationEasementsInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JEREMY FRENKEL
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm2JACQUELINE VEDRA
IRS990/Form990PartVIISectionAGrp/PersonNm3ZACHARY NORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN LIZOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm5JAY MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm6ASHLEY MONTOYA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER 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.
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS/OFFICERS HAVE TO BE APPROVED/ELECTED BY MEMBERS VIA CFACO ANNUAL MEETING VOTING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES SHALL BE AN AMOUNT APPROVED BY TWO-THIRDS (2/3) VOTE OF THE BOARD AT A REGULAR OR SPECIAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY PROVIDED TO ALL BOARD MEMBERS FOR APPROVAL PRIOR TO FILING THE INFORMATION RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01250120
IRS990/TotalAssetsEOYAmt01366123
IRS990/TotalAssetsGrp/BOYAmt01250120
IRS990/TotalAssetsGrp/EOYAmt01366123
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0247064
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0456678
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0100
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0100
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01250120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01366023
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0201207
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0235894
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0527363
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01250120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01366123
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt013688
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06100 S WILLIAMS STREET
IRS990/USAddress/CityNm0CENTENNIAL
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080121
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/COLORADO
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELINE VEDRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07206746773
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY OF COLORADO
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0840585027
ReturnHeader/Filer/PhoneNum07206746773
ReturnHeader/Filer/USAddress/AddressLine1Txt06100 S WILLIAMS STREET
ReturnHeader/Filer/USAddress/CityNm0CENTENNIAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823543701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON COON RYAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06025 SOUTH QUEBEC STREET SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTENNIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03037923020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY J RYAN
ReturnHeader/ReturnTs02026-02-11T14:30:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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