CFA Society of Minnesota
Data sourced from IRS 990 public filings
CFA Society of Minnesota To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.
Local (City/County Level)
Education & Awareness
Adults (Ages 26-64)
Community & Economic Development
Free Market/Pro-Business
Annual Revenue
$471,478
Known Funders
2
Grants Received
5
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2023 | $471,478 | $521,631 | $597,394 |
| 2022 | $462,913 | $464,215 | $626,469 |
| 2021 | $488,537 | $414,416 | $646,817 |
| 2020 | $381,401 | $344,763 | $568,505 |
| 2019 | $530,123 | $506,536 | $502,264 |
| 2018 | $584,583 | $595,747 | $531,490 |
| 2017 | $525,427 | $497,816 | $460,819 |
| 2016 | $533,094 | $571,077 | $441,099 |
Top Funders
CFA INSTITUTE
CHARLOTTESVILLE, VA
$123,935 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$102,420 (2022)
PADDOCK FOUNDATION
WAYZATA, MN
$60,000 (2024)
PADDOCK FOUNDATION
WAYZATA, MN
$50,000 (2023)
PADDOCK FOUNDATION
WAYZATA, MN
$40,000 (2021)
Key Personnel
From 2023 IRS 990 filing
S
Shannon Schaaf
Executive Director
Officer
K
Kathryn Lyons
Past President
Officer
D
David Brandmire
Director
C
Chris Becker
Director
C
Curt LaChappelle
Director
K
Katy Farley
Director
M
Mackenzie Merrill
Director
K
KC Connors
Director
P
Phil Stern
Director
D
David Slegh
Director
Showing 10 of 15 key personnel.
Frequently Asked Questions
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