NonprofitsCfa Society Of Minnesota

Community Improvement & Capacity Building

Cfa Society Of Minnesota

MINNEAPOLIS, MN

Total revenue

$471K

Total expenses

$522K

Net assets

$370K

Grants received

$523K

5 grants

EIN

411861989

Tax year

2023

Mission

To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.

Programs

2 programs

PROFESSIONAL LEARNING - Professional learning events are held throughout our active months (September through June). Programs typically are offered in an evening format and provide updates on current industry topics and best practices. Meetings are open to members, other industry professionals and students. Speakers are representatives from the financial services industry, both local and national perspectives. In FY2024 (Sep 2023-Aug 2024), we offered more than 24 in person and virtual events, attended by more than 900.

NEW CFA CHARTERHOLDER RECOGNITION - The Chartered Financial Analyst (CFA) designation is a globally recognized standard for measuring the competence and integrity of investment professionals. The three levels of examination verify a candidate's ability to apply these principles across all areas of the investment decision-making process. The program's professional conduct requirements demand that both CFA candidates and charterholders adhere to the highest standards of ethical responsibility. In FY2024 we held 1 dinner with more than 60 attendees.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$462K
Investment income$7K
Other revenue$3K
Total revenue$471K

Expenses

Grants paid
Salaries & benefits$224K
Fundraising
Other expenses$298K
Total expenses$522K
Total assets$597K
Net assets$370K

People

15 listed

NameRoleCompensation

Shannon Schaaf

Executive Director

Board

$121K

40 hrs/wk

Zachary Wanzek

Vice President

Board

10 hrs/wk

Cory Markling

Treasurer

Board

10 hrs/wk

Melissa Gilbertson

Secretary

Board

5 hrs/wk

Jonathan Levy

Director

Board

5 hrs/wk

David Slegh

Director

Board

5 hrs/wk

Phil Stern

Director

Board

5 hrs/wk

Rob Britton

President

Board

10 hrs/wk

Mackenzie Merrill

Director

Board

5 hrs/wk

Katy Farley

Director

Board

5 hrs/wk

Curt LaChappelle

Director

Board

5 hrs/wk

Chris Becker

Director

Board

5 hrs/wk

David Brandmire

Director

Board

5 hrs/wk

Kathryn Lyons

Past President

Board

5 hrs/wk

KC Connors

Director

Board

5 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$103K
GEN SUPPORT
2023
$102K
GEN SUPPORT
2022
$124K
GEN SUPPORT
2021
$99K
GEN SUPPORT
2020
$95K
GEN SUPPORT
2019

Funded by

$523K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$523K · 5 grants · 2019–2023

Details

EIN411861989
NTEE codeS41
Subsection06
Ruling date2004-04
Formed1952
Employees2
Volunteers100
CFA SOCIETY OF MINNESOTA — Mission, Financials & Grants Received | Grantivo