CFA Society of Minnesota
CFA Society of Minnesota's network
15 peoplei15 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andrew Rem | Director | 2019 | 7 yrs |
| Chris May | Immediate Past President | 2018 | 8 yrs |
| Christy Bipes | Director | 2020 | 6 yrs |
| Cory Markling | Treasurer | 2022 | 4 yrs |
| David Slegh | Director | 2018 | 8 yrs |
| Jonathan Levy (also filed as Jon Levy) | Director | 2018 | 8 yrs |
| KC Connors | Director | 2023 | 3 yrs |
| Kate Lyons | President | 2018 | 8 yrs |
| Katy Farley | Director | 2023 | 3 yrs |
| Mackenzie Merrill | Director | 2023 | 3 yrs |
| Matthew Grimes (also filed as Matt Grimes) | Director | 2018 | 8 yrs |
| Melissa Gilbertson | Company secretary | 2021 | 5 yrs |
| Phil Stern | Director | 2022 | 4 yrs |
| Rob Britton | Vice President | 2022 | 4 yrs |
| Zac Wanzek | Director | 2023 | 3 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Mark Salter | Executive Director | since 2018 |
| Shannon Schaaf | Executive Director | 2023 |
Pay and hours
year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Shannon Schaaf | Executive Director | 40 | $123k | $2k | |
| Rob Britton | President | 10 | $0 | ||
| Zachary Wanzek | Vice President | 10 | $0 | ||
| Cory Markling | Treasurer | 10 | $0 | ||
| Melissa Gilbertson | Secretary | 5 | $0 | ||
| Kathryn Lyons | Past President | 5 | $0 | ||
| Chris Becker | Director | 5 | $0 | ||
| David Brandmire | Director | 5 | $0 | ||
| Kc Connors | Director | 5 | $0 | ||
| Katy Farley | Director | 5 | $0 | ||
| Curt Lachappelle | Director | 5 | $0 | ||
| Jonathan Levy | Director | 5 | $0 | ||
| Mackenzie Merrill | Director | 5 | $0 | ||
| David Slegh | Director | 5 | $0 | ||
| Phil Stern | Director | 5 | $0 |
About
- Legal name
- Cfa Society of Minnesota
- EIN
- 411861989
- Address
- 121 S 8th St Ste 825, Minneapolis, MN, 55402-2879
- State
- Minnesota
- Mission
- To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 5 (IRS master file code)
- Formed
- 1952
- Principal officer
- Shannon Schaaf (as named on the Form 990)
- IRS ruling date
- 1 April 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsChris May
≥8years on the filingsDavid Slegh
≥8years on the filingsJonathan Levy
≥8years on the filingsKate Lyons
Latest return
year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.- Total assets
- $622k
- Total liabilities
- $231k
- Net assets or fund balances
- $391k
- Contributions and grants received
- $0
- Program service revenue
- $501k
- Employees
- 2
- Volunteers
- 100