Colorado Society of Cpa's
The organization's mission is to protect the public interest and to connect cpas personally and meaningfully to all aspects of the profession.
Colorado Society of Cpa's at a glance
- Total assets
- $4,356,489
- +0.8% vs 2024
- Revenue (2025)
- $3,534,508
- -13.5% vs 2024
- Net investment income (2025)
- $221,541
- -16.6% vs 2024
- Expenses (2025)
- $3,367,702
- -7.3% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Colorado Society of Cpa's funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2022 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Educational Foundation of the Colorado Society of Cpas Englewood, CO | Scholarship | $6,000 |
Ready to take the next step with Colorado Society of Cpa's?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,356,489 | $3,534,508 | $3,367,702 | — | — | $221,541 |
| 2024 | $4,322,868 | $4,086,289 | $3,633,341 | — | — | $265,672 |
| 2023 | $4,064,566 | $3,409,835 | $3,626,952 | — | — | $114,552 |
| 2022 | $3,772,280 | $3,880,058 | $3,583,074 | $6,000 | 1 | $164,314 |
| 2021 | $4,097,383 | $3,558,187 | $3,324,184 | — | — | $152,631 |
| 2020 | $2,817,480 | $3,844,558 | $3,780,888 | — | — | $68,379 |
About Colorado Society of Cpa's
Based on IRS filings
Colorado Society of Cpa's is a public charity, based in Glendale, CO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.4M in total assets. Net investment income was $222K.
Leadership & Key People
Officers and directors from IRS filings
Colorado Society of Cpa's is led by Alicia Gelinas, CEO & Secretary since 2024 (on filings since 2020); 4 of 15 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alicia Gelinas
CEO & Secretary
Chief Financial Officer → CEO & Secretary, 2024
On filings since 2020
41 hrs/week
$106K (2020) → $218K (2025)
Tobias Clary
Chair
Vice Chair → Chair, 2025
On filings since 2024
5 hrs/week
No compensation reported
Derrol Moorhead
Director of Business Development
On filings since 2024
40 hrs/week
$107K (2024) → $111K (2025)
Lindsay Moore
Director of Operations
New on the 2025 filing
40 hrs/week
$135K (2025)
Amy King
Director
Treasurer → Treasurer & Community Member, 2024
Treasurer & Community Member → Director, 2025
On filings since 2022
1 hr/week
No compensation reported
Erin Breit
Director
On filings since 2024
1 hr/week
No compensation reported
Greg Pfahl
Director
On filings since 2024
1 hr/week
No compensation reported
Kevin Gibson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Lisa Kutcher
Director
New on the 2025 filing
1 hr/week
No compensation reported
Patrick Lytle
Director
New on the 2025 filing
1 hr/week
No compensation reported
Tiffany Davis
Director- Executive Officio
New on the 2025 filing
1 hr/week
No compensation reported
Josh An
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2023
40 hrs/week
$27K (2023) → $136K (2025)
Diego Baca
Past Chair
Vice Chair → Chair, 2024
Chair → Past Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Jim Gilbert
Treasurer
Director → Treasurer, 2025
On filings since 2022
1 hr/week
No compensation reported
Alexandra Tune
Vice Chair & Chair Elect
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (23)
- Former: Angela Roberts (2022–2024) — Past Chair
- Former: David Loucks (2023–2024) — Director
- Former: Heidi O'Neil (2023–2024) — Director
- Former: Ronald Goodrich (2023–2024) — Director
- Former: Mary E. Medley (2020–2023) — CEO & Secretary
- Former: Rebecca Campbell (2020–2023) — Chief Learning Officer
- Former: Randy Watkins (2021–2023) — Past Chair
- Former: Alexandria Romero (2023) — Director
- Former: Alicia Gelinas Cfo (2023) — CEO & Secretary · Filing note: Thru 922
- Former: Sharon Lassar (2020–2022) — Past Chair
- Former: Jim Brendel (2021–2022) — Director
- Former: Kelly Kozeliski (2021–2022) — Director
- Former: Mary-Margaret Henke (2021–2022) — Director
- Former: Peter Derschang (2021–2022) — Treasurer
- Former: Audra Dixon (2020–2021) — Director
- Former: Benjamin T. Hrouda (2020–2021) — Past Chair
- Former: Renny Fagan (2020–2021) — Director
- Former: Toby Clary (2020–2021) — Director
- Former: Christopher J. Telli (2020) — Treasurer
- Former: Georgia Z. Phillips (2020) — Director
- Former: Kristine Brands (2020) — Director
- Former: Matthew O. Rolland (2020) — Director
- Former: Victor Amaya (2020) — Past Chair
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $218K, to Alicia Gelinas (CEO/Secretary). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Colorado Society of Cpa's
How large is Colorado Society of Cpa's?
Colorado Society of Cpa's reported $4.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.5M.
Where does Colorado Society of Cpa's operate?
Colorado Society of Cpa's has awarded grants in Colorado.
What is Colorado Society of Cpa's's EIN?
Colorado Society of Cpa's's EIN (Employer Identification Number) is 84-0397653. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Colorado Society of Cpa's's focus areas in our free grants database
Similar Funders
Similar funders in Colorado
Colorado Gives Foundation
Arvada, CO
Colorado Gives Foundation funds nonprofits serving Jefferson County in areas including food security, early care and education, workforce development, housing, health and convenient neighborhoods; it also offers statewide nonprofit capacity-building support. Typical giving varies widely: its 2024 median grant was $17,814, while Thriving Jeffco Responsive Grant awards ranged from $2,500 to $100,000. It accepts applications through listed grant opportunities, but whether it accepts unsolicited requests is not stated.
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
Christian Community Foundation Inc
Colorado Springs, CO
WaterStone supports domestic and international nonprofits, including Christian ministries and charitable and educational organizations, through donor-directed grants; eligible organizations must be IRS-recognized 501(c)(3)s whose mission aligns with its Statement of Faith. Its 2025 grants had a median of $20,000, with awards ranging from $5,028 to $11 million, and were concentrated in Texas and Colorado. Grant recommendations come from donor-advised fund holders; the profile does not state that it accepts unsolicited requests.
Assets
$746.4M
Grants
1,651
Total Given
$161.8M
Daniels Fund
Denver, CO
The Daniels Fund supports nonprofits working in aging, amateur sports, disabilities, addiction, early childhood and K–12 education, homelessness, and youth development. Its 2024 grants had a median of about $14,000, primarily for organizations in Colorado, New Mexico, Utah, and Wyoming; select national-impact programs are also eligible, by invitation only.
Assets
$1.4B
Grants
1,593
Total Given
$69.7M
The Denver Foundation
Denver, CO
The Denver Foundation supports nonprofits working in economic opportunity, environment and climate, housing, and youth well-being, with an emphasis on racial equity and historically underserved communities in the seven-county Metro Denver region. Its Community Grants typically range from $20,000 to $50,000; the 2024 median across reported grants was $26,500. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,184
Total Given
$131.7M
The Bold Foundation Inc
Denver, CO
The Bold Foundation supports access to higher education and academic research through scholarships, fellowships, grants, and other student funding for students around the country. Its typical giving level is not stated, and the available information does not say whether it accepts unsolicited requests.
Assets
$4.9M
Grants
769
Total Given
$1.2M
The Colorado Health Foundation
Denver, CO
The Colorado Health Foundation funds nonprofit organizations and public agencies working to improve health and health equity in Colorado, including projects in areas such as primary care, housing, food access, and economic opportunity. Its 2024 median grant was $80,000, though awards varied widely; it prioritizes organizations serving Coloradans.
Assets
$2.9B
Grants
684
Total Given
$102.2M
More similar funders
More Funders in Colorado
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Colorado Society of Cpa's's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Colorado Society of Cpa's down — hundreds of funders to go?