Mission
OUR MISSION: To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.
Public Charity
CFA Society of Minnesota
CFA Society of Minnesota is a Public Charity headquartered in Minneapolis, MN. Financial data from the 2024 filing: $471K revenue, $522K expenses, $597K total assets. 8 publicly reported grants to this organization, totaling roughly $810K, appear in IRS filings.
EIN: 411861989
Minneapolis, MN
Latest filing: 2024
Total Revenue$471K
Total Expenses$522K
Total Assets$597K
Grant Records8
Funding Total$810K
Filing Years2020–2024
Sample Grants Received
GEN SUPPORT
$102,815
GEN SUPPORT
$102,420
GEN SUPPORT
$123,935
GEN SUPPORT
$98,912
GEN SUPPORT
$95,297
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Chris Becker
Treasurer
Cory Markling
Director
Curt Lachappelle
Director
David Brandmire
Director
David Slegh
Director
Jonathan Levy
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $471K | $522K | $597K |
| 2023 | $463K | $464K | $626K |
| 2022 | $489K | $414K | $647K |
| 2021 | $381K | $345K | $569K |
| 2020 | $530K | $507K | $502K |
Between 2020 and 2024, reported annual revenue declined from $530K to $471K (-11%), with total assets most recently reported at $597K.
Interactive year-over-year charts and full filing details available with membership.