INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC

EIN: 237119206

CARMEL, IN

Total Revenue
$299,776
Total Expenses
$245,869
Total Assets
$244,770
Net Assets
$244,770
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
IN
Phone
6302173359
Tax Period
2023-07-01 to 2024-06-30

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.

Mission

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $102,976
Program Service Revenue $194,951
Investment Income $1,849
Other Revenue $0
TOTAL REVENUE $299,776

Expense Breakdown

Grants Paid $12,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $129,541
Other Expenses $233,869
TOTAL EXPENSES $245,869

Year-over-Year Comparison

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%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
24
Independent Members
24
Employees
N/A
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
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
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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
Explore More Nonprofits
Top 100 Nonprofits in Indiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare INDIANAPOLIS SOCIETY OF FINANCIAL ANALYSTS INC with other nonprofits in Indiana and across the country.