Minneapolis, MN
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)CFA Society of Minnesota, founded in 1952, is a small nonprofit in the Community Improvement sector that reported $471K in total revenue in fiscal year 2023. Expenses of $522K exceeded revenue, resulting in a 11% operating deficit.
OUR MISSION: To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.
ANNUAL DINNER - The CFAMN Annual Dinner is our largest public awareness event, designed to raise the level of awareness of our members in the broader community as well as bring together as large a...
ANNUAL DINNER - The CFAMN Annual Dinner is our largest public awareness event, designed to raise the level of awareness of our members in the broader community as well as bring together as large a group of members as possible to continue working toward development of "community." A veritable "Who's Who" of the local investment community - clients, spouses and employers as well as the general membership - is invited and encouraged to attend. The Annual Dinner was held in February 2024 with 340 attendees.
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...
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...
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.
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)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $471,478 | $462,913 | +0.0% |
| Expenses | $521,631 | $464,215 | +0.1% |
| Net Income | $-50,153 | $-1,302 | +37.5% |
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| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Rob Britton | President | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| Zachary Wanzek | Vice President | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| Cory Markling | Treasurer | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| Melissa Gilbertson | Secretary | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jonathan Levy | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| David Slegh | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Phil Stern | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| KC Connors | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Mackenzie Merrill | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Katy Farley | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Curt LaChappelle | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Chris Becker | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| David Brandmire | Director | 5.00 |
Director
|
$0 | $0 | $0 |
| Kathryn Lyons | Past President | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Shannon Schaaf | Executive Director | 40.00 |
Officer
|
$120,750 | $1,917 | $122,667 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $471,478 | $521,631 | $597,394 | $-50,153 |
| 2023 | $462,913 | $464,215 | $626,469 | $-1,302 |
| 2022 | $488,537 | $414,416 | $646,817 | $74,121 |
| 2021 | $381,401 | $344,763 | $568,505 | $36,638 |
| 2020 | $530,123 | $506,536 | $502,264 | $23,587 |
| 2019 | $584,583 | $595,747 | $531,490 | $-11,164 |
| 2018 | $525,427 | $497,816 | $460,819 | $27,611 |
Compare CFA Society of Minnesota with other nonprofits in Minnesota and across the country.