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Colorado Society Of Certified Public Accountants

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.41M (2023)

Expenses
$3.63M (2023)

Total Assets
$4.06M (2023)

Total Liabilities
$1.05M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,409,835
Expenses
$3,626,952
Net Income
-$217,117
Net Assets
$3,011,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,254,437
95.4%
Investment Income $165,736
4.9%
Bond Proceeds $0
Royalties $40,846
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$51,184
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $664,983
18.3%
Professional Fundraising Fees $0
Other Salaries and Wages $643,871
17.8%
Assets/Debt
Total Assets $4,064,566
Total Liabilities $1,053,514
Net Assets $3,011,052
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Ceo/Secretary (Thru 9/22)) $280,415 $0 $12,944
Rebecca Campbell (Chief Learning Officer) $165,662 $0 $20,435
Alicia Gelinas Cfo Thru 922 (Ceo/Secretary (From 9/22)) $153,837 $0 $16,275
Josh An (Cfo (From Oct/22)) $26,533 $0 $3,860
Angela Roberts (Chair) $0 $0 $0
Diego Baca (Vice Chair) $0 $0 $0
Amy King (Treasurer) $0 $0 $0
Randy Watkins (Past Chair) $0 $0 $0
Ronald Goodrich (Director) $0 $0 $0
David Loucks (Director) $0 $0 $0
Jim Gilbert (Director) $0 $0 $0
Heidi O'neil (Director) $0 $0 $0
Alexandria Romero (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,880,058
Expenses
$3,583,074
Net Income
$296,984
Net Assets
$3,257,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $238,081
6.1%
Program Services $3,440,496
88.7%
Investment Income $208,848
5.4%
Bond Proceeds $0
Royalties $37,167
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$44,534
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $605,588
16.9%
Professional Fundraising Fees $0
Other Salaries and Wages $651,936
18.2%
Assets/Debt
Total Assets $3,772,280
Total Liabilities $514,589
Net Assets $3,257,691
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $287,572 $0 $16,500
Rebecca Campbell (Chief Operating And Learning Officer) $158,728 $0 $18,630
Alicia Gelinas (Chief Financial Officer) $122,540 $0 $13,974
Randy Watkins (Chair) $0 $0 $0
Angela Roberts (Vice Chair) $0 $0 $0
Peter Derschang (Treasurer) $0 $0 $0
Sharon Lassar (Past Chair) $0 $0 $0
Jim Brendel (Director) $0 $0 $0
Kelly Kozeliski (Director) $0 $0 $0
Jim Gilbert (Director) $0 $0 $0
Amy King (Director) $0 $0 $0
Diego Baca (Director) $0 $0 $0
Mary Margaret Henke (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,558,187
Expenses
$3,324,184
Net Income
$234,003
Net Assets
$3,342,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,280,769
92.2%
Investment Income $106,031
3.0%
Bond Proceeds $0
Royalties $34,224
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $46,600
1.3%
Net Inventory Sales $0
Other Revenue $90,563
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $598,242
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $656,604
19.8%
Assets/Debt
Total Assets $4,097,383
Total Liabilities $755,367
Net Assets $3,342,016
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $281,223 $0 $16,044
Rebecca Campbell (Chief Operating And Learning Officer) $152,658 $0 $17,080
Alicia Gelinas (Chief Financial Officer) $113,383 $0 $16,788
Sharon Lassar (Chair) $0 $0 $0
Randy Watkins (Vice Chair) $0 $0 $0
Peter Derschang (Treasurer) $0 $0 $0
Benjamin T Hrouda (Past Chair) $0 $0 $0
Jim Brendel (Director) $0 $0 $0
Kelly Kozeliski (Director) $0 $0 $0
Renny Fagan (Director) $0 $0 $0
Audra Dixon (Director) $0 $0 $0
Toby Clary (Director) $0 $0 $0
Mary Margaret Henke (Director) $0 $0 $0

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Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,844,558
Expenses
$3,780,888
Net Income
$63,670
Net Assets
$2,358,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,729,596
97.0%
Investment Income $70,757
1.8%
Bond Proceeds $0
Royalties $46,583
1.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,378
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $413,359
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $759,797
20.1%
Assets/Debt
Total Assets $2,817,480
Total Liabilities $459,030
Net Assets $2,358,450
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $274,714 $0 $15,837
Rebecca Campbell (Cpe Director) $145,769 $0 $15,737
Alicia Gelinas (Chief Financial Officer) $106,311 $0 $15,955
Benjamin T Hrouda (Chair) $0 $0 $0
Sharon Lassar (Vice Chair) $0 $0 $0
Christopher J Telli (Treasurer) $0 $0 $0
Victor Amaya (Past Chair) $0 $0 $0
Renny Fagen (Director) $0 $0 $0
Georgia Z Phillips (Director) $0 $0 $0
Kristine Brands (Director) $0 $0 $0
Audra Dixon (Director) $0 $0 $0
Toby Clary (Director) $0 $0 $0
Matthew O Rolland (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,568,472
Expenses
$3,654,870
Net Income
-$86,398
Net Assets
$2,602,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,500
0.1%
Program Services $3,369,632
94.4%
Investment Income $135,213
3.8%
Bond Proceeds $0
Royalties $60,592
1.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,465
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $559,920
15.3%
Professional Fundraising Fees $0
Other Salaries and Wages $661,324
18.1%
Assets/Debt
Total Assets $3,079,113
Total Liabilities $476,125
Net Assets $2,602,988
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $290,800 $0 $20,334
Rebecca Campbell (Cpe Director) $139,567 $0 $14,750
Alicia Gelinas (Chief Financial Officer) $102,076 $0 $9,077
Victor Amaya (Chair) $0 $0 $0
Benjamin T Hrouda (Vice Chair) $0 $0 $0
Christopher J Telli (Treasurer) $0 $0 $0
Tawnya Y Ramirez (Past Chair) $0 $0 $0
Renny Fagen (Director) $0 $0 $0
Dana J Miller (Director) $0 $0 $0
Randy Watkins (Director) $0 $0 $0
Georgia Z Phillips (Director) $0 $0 $0
Kristine Brands (Director) $0 $0 $0
Matthew O Rolland (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,108,325
Expenses
$3,891,070
Net Income
$217,255
Net Assets
$2,750,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,914,390
95.3%
Investment Income $118,640
2.9%
Bond Proceeds $0
Royalties $58,699
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,596
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $446,443
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $837,794
21.5%
Assets/Debt
Total Assets $3,141,125
Total Liabilities $390,550
Net Assets $2,750,575
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $270,215 $0 $26,323
Rebecca Campbell (Cpe Director) $133,756 $0 $7,454
Carol Jcameron (Chief Financial Officer (Thru 9/17)) $121,712 $0 $6,371
Susan Vachereau (Membership Director) $110,501 $0 $18,894
Alicia Gelinas (Chief Financial Officer (From 10/17)) $28,683 $0 $306
Tawnya Y Ramirez (Chair) $0 $0 $0
Victor Amaya (Vice Chair) $0 $0 $0
Benjamin T Hrouda (Treasurer) $0 $0 $0
Mark T Solomon (Past Chair) $0 $0 $0
Gregory P Osborn (Director) $0 $0 $0
Christopher J Telli (Director) $0 $0 $0
Karen F Turner (Director) $0 $0 $0
Renny Fagen (Director) $0 $0 $0
Dana Miller (Director) $0 $0 $0
Randy Watkins (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,752,779
Expenses
$3,673,655
Net Income
$79,124
Net Assets
$2,430,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,550
0.5%
Program Services $3,580,995
95.4%
Investment Income $82,239
2.2%
Bond Proceeds $0
Royalties $53,074
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,921
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $430,989
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $793,168
21.6%
Assets/Debt
Total Assets $3,457,984
Total Liabilities $1,027,223
Net Assets $2,430,761
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $262,753 $0 $50,289
Rebecca Campbell (Cpe Director) $131,094 $0 $13,594
Carol J Cameron (Chief Financial Officer) $128,256 $0 $18,684
Susan Vachereau (Membership Director) $104,836 $0 $18,630
Mark T Solomon (Chair) $0 $0 $0
Tawnya Y Ramirez (Vice Chair) $0 $0 $0
Benjamin T Hrouda (Treasurer) $0 $0 $0
Steven R Corder (Past Chair) $0 $0 $0
Gregory P Osborn (Director) $0 $0 $0
Christopher Telli (Director) $0 $0 $0
Christine Benero (Director) $0 $0 $0
Karen Turner (Director) $0 $0 $0
Ann E Hinkins (Director) $0 $0 $0
Dan W Soukup (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,263,267
Expenses
$4,067,491
Net Income
$195,776
Net Assets
$2,173,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,099,727
96.2%
Investment Income $104,657
2.5%
Bond Proceeds $0
Royalties $61,045
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,162
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $445,966
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $956,836
23.5%
Assets/Debt
Total Assets $3,283,899
Total Liabilities $1,109,919
Net Assets $2,173,980
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $233,506 $0 $58,751
Rebecca Campbell (Cpe Director) $121,952 $0 $11,926
Carol J Cameron (Chief Financial Officer) $118,459 $0 $16,929
Elizabeth Julin (Deputy Director (Thru 10/2015)) $112,884 $0 $17,590
Steven R Corder (Chair) $0 $0 $0
Mark T Solomon (Vice Chair) $0 $0 $0
Tawnya Y Ramirez (Treasurer) $0 $0 $0
Shelia M Balzer (Past Chair) $0 $0 $0
Christine Benero (Director) $0 $0 $0
Victor A Amaya (Director) $0 $0 $0
Kelly G Boggs (Director) $0 $0 $0
Ann E Hinkins (Director) $0 $0 $0
Dan W Soukup (Director) $0 $0 $0
Craig A Arfsten (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,716,644
Expenses
$3,676,514
Net Income
$40,130
Net Assets
$2,164,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,540,679
95.3%
Investment Income $127,859
3.4%
Bond Proceeds $0
Royalties $47,801
1.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $305
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $387,106
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,034,670
28.1%
Assets/Debt
Total Assets $3,421,465
Total Liabilities $1,257,372
Net Assets $2,164,093
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $226,726 $0 $47,795
Rebecca Campbell (Cpe Director) $116,226 $0 $12,267
Carol Cameron (Chief Financial Officer) $114,469 $0 $12,184
Elizabeth Julin (Deputy Director) $109,409 $0 $14,569
Shelia Balzer (Chair) $0 $0 $0
Steven R Corder (Vice Chair) $0 $0 $0
Tawnya Y Ramirez (Treasurer) $0 $0 $0
Marc C Hendrikson (Past Chair) $0 $0 $0
Christine Benero (Director) $0 $0 $0
Sharon S Lassar (Director) $0 $0 $0
Mark J Smith (Director) $0 $0 $0
Victor A Amaya (Director) $0 $0 $0
Kelly G Boggs (Director) $0 $0 $0
Craig A Arfsten (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,073,190
Expenses
$4,010,588
Net Income
$62,602
Net Assets
$2,159,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,920,592
96.3%
Investment Income $73,439
1.8%
Bond Proceeds $0
Royalties $42,727
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,432
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $383,232
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,073,220
26.8%
Assets/Debt
Total Assets $3,332,427
Total Liabilities $1,172,918
Net Assets $2,159,509
Compensation
Key Employees and Officers Compensation Related Other
Mary E Medley (Chief Executive Officer/Secretary) $231,275 $0 $46,918
Rebecca Campbell (Cpe Director) $117,141 $0 $18,619
Carol Cameron (Chief Financial Officer) $115,045 $0 $18,262
Elizabeth Julin (Deputy Director) $110,954 $0 $22,199
Marc C Hendrikson (Chair) $0 $0 $0
Shelia Balzer (Vice Chair) $0 $0 $0
Lora L Finley (Treasurer) $0 $0 $0
Scott E Bush (Past Chair) $0 $0 $0
Debbi C Warden (Director) $0 $0 $0
Christine Benero (Director) $0 $0 $0
Sharon S Lassar (Director) $0 $0 $0
Carrie J Bartow (Director) $0 $0 $0
Peter Derschang (Director) $0 $0 $0
Mark J Smith (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,873,336
Expenses
$4,013,720
Net Income
-$140,384
Net Assets
$1,984,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,739,721
96.6%
Investment Income $83,757
2.2%
Bond Proceeds $0
Royalties $48,963
1.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$62
Net Inventory Sales $0
Other Revenue $957
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $372,414
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,091,005
27.2%
Assets/Debt
Total Assets $2,944,610
Total Liabilities $960,489
Net Assets $1,984,121

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,546,695
Expenses
$4,502,991
Net Income
$43,704
Net Assets
$1,969,272
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,430,099
97.4%
Investment Income $73,721
1.6%
Bond Proceeds $0
Royalties $48,195
1.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,921
Net Inventory Sales $0
Other Revenue $601
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $378,804
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,123,103
24.9%
Assets/Debt
Total Assets $3,097,567
Total Liabilities $1,128,295
Net Assets $1,969,272

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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