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.
To advance professional excellence and ethics through education collaboration and awareness of the CFA Charter for the benefit of our regional investment community and public.
The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members sponsors and other guests. The full-day event...
The Society held its annual Investment Forum at the Indianapolis Motor Speedway. Over 300 guests came to the educational and networking event for members sponsors and other guests. The full-day event had speakers representing government employees investment managers and other organizational leaders.
At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a...
At the beginning of every year the Society hosts its Investment Symposium to help attendees prepare for the year ahead in the capital markets. We had over 200 guests attend the event to hear from a famous hedge fund manager and other investment professionals. Guests hear about thoughts on the investing landscape and the potential opportunities in the year ahead. After the speakers guests were able to network and learn from each other. their
Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our...
Over the last few years the Society has hosted an annual charity golf outing to benefit local organizations that offer financial literacy programs. We focus on valuing financial education and do our part to help the community. We donated $12,000 to the local Junior Achievement chapter.
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.