CARMEL, IN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC, founded in 1971, is a small nonprofit that reported $300K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 18% operating margin.
We are a membership organization that brings together the Indianapolis investment community to grow their investment knowledge build stronger networks and enjoy events with compelling speakers from our community.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $299,776 | $242,661 | +0.2% |
| Expenses | $245,869 | $218,271 | +0.1% |
| Net Income | $53,907 | $24,390 | +1.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Thomas Kaiser | President | 8.00 |
Officer
Director
|
$0 | $0 | $0 |
| Andrew Renz | Vice-President | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| David Goldberg | Treasurer | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Erin Sikorski | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Adam Shaffer | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Chris Cotterill | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Chris Reckley | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| David Brennan | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Elijah Hudson | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Erin Archer | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Fergus Washington-Smith | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Jared Luegers | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Jeron Peoples | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Jonathan Kopp | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Luke Zhang | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Sam Oliphant | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Scott Freeman | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Nida Ansari | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Owen Riley | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Scott Ryan | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Thomas Lyons | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $299,776 | $245,869 | $244,770 | $53,907 |
| 2023 | $242,661 | $218,271 | $199,030 | $24,390 |
Compare INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC with other nonprofits in Indiana and across the country.