Colorado · Nonprofit
CFA SOCIETY OF COLORADO
CFA SOCIETY OF COLORADO (Colorado) receives grants from 2 organizations whose IRS filings report $805,353 to it, the largest being CFA INSTITUTE ($805,273). 1 of them have funded it in more than one year.
- Revenue FY2025
- $527k
- Funders on record
- 2
- Grants received
- $805k
- Net assets
- $1.4M
What Cfa Society of Colorado does
Mission
Lead investment profession through educational events.
As stated on its FY2025 Form 990.
Programs
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 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.
The 2 programs described on its FY2024 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $749k to $958k (+28%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Ashley Montoya
Executive director
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $86k → $73k.
From the IRS filings of CFA SOCIETY OF COLORADO’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CFA SOCIETY OF COLORADO leans on a few funders — its largest provides 100% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CFA SOCIETY OF COLORADO.
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF COLORADO draws 100% of its grant income from funders outside Colorado, across 2 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY OF COLORADO
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Colorado
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF COLORADO: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF COLORADO?
- CFA SOCIETY OF COLORADO (Colorado) receives grants from 2 organizations whose IRS filings report $805,353 to it, the largest being CFA INSTITUTE ($805,273). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF COLORADO have?
- IRS filings report 2 organizations giving $805,353 in grants to CFA SOCIETY OF COLORADO, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF COLORADO?
- CFA INSTITUTE is the largest funder on record, with $805,273 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF COLORADO find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Colorado. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society of Colorado →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing