Nonprofit screen
Screen a listCFA Society of Minnesota
Can you give?
Listed with the IRS. Every screen came back clear.
An organization on the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Not stated
$471krevenue
FY2024 · +24% in 3 yrs2staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−10.6%
Months of reserve12.7mo
Revenue growth (annualized)−1.7%
Middle half of peersMedianCFA Society of Minnesota
Worth checking1
Deficits in 2 of the last 3 years
−$1k in FY2023 and −$50k in FY2024. Cash covers 12.7 months, above the peer median of 7.6.
990 Part I and balance sheetIn its favor1
Strong governance
14 of 14 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI1funder
$108ka year, last 3 years
100%from its largest funder
Funder’17’18’19’20’21’22’23Cfa InstituteEvery year since FY2017$76k$83k$127k$95k$99k$124k$102k
Funded