Loading profile…
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: Cory Markling Treas
Legal name: CFA Society of Minnesota
EIN 41-1861989 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.
Principal Officer
Shannon Schaaf
Total Revenue
$471K
FY2023
Total Expenses
$522K
FY2023
Net Assets
$370K
Program Ratio
—
expenses on programs
Employees
2
Volunteers
100
Board Members
14
Voting
14
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.