Civic Intelligence

Upper Midwest Chapter of Club Mangers Association of America

EIN 41-1649483 • 501(c)6 • Maple Grove, MN

Profile

CMAA is a professional education association for managers at the country's leading clubs. Membership in CMAA affords managers unparalleled resources, professional growth and the most extensive and well respected certification program in the club industry.

8870 Yellowstone Ln NMaple Grove, MN 55311

www.cmaa-uppermidwestchapter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$25,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 46.5% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$157,695

Up $6,972 (+4.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$157,695

Up $6,972 (+4.6%) from 2024

Revenue

Up

$53,764

Up $8,678 (+19%) from 2024

Expenses

Up

$44,346

Up $2,308 (+5.5%) from 2024

Net Income

Up

$9,418

Up $6,370 (+209%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $214,496Liabilities 2010: $0Net Assets 2010: $214,4962010Assets 2011: $204,327Liabilities 2011: $0Net Assets 2011: $204,3272011Assets 2012: $196,015Liabilities 2012: $0Net Assets 2012: $196,0152012Assets 2013: $189,939Liabilities 2013: $0Net Assets 2013: $189,9392013Assets 2014: $182,085Liabilities 2014: $1,038Net Assets 2014: $181,0472014Assets 2015: $192,885Liabilities 2015: $0Net Assets 2015: $192,8852015Assets 2016: $166,404Liabilities 2016: $0Net Assets 2016: $166,4042016Assets 2017: $173,004Liabilities 2017: $0Net Assets 2017: $173,0042017Assets 2018: $159,152Liabilities 2018: $0Net Assets 2018: $159,1522018Assets 2019: $174,711Liabilities 2019: $0Net Assets 2019: $174,7112019Assets 2020: $170,549Liabilities 2020: $0Net Assets 2020: $170,5492020Assets 2021: $165,258Liabilities 2021: $0Net Assets 2021: $165,2582021Assets 2022: $154,605Liabilities 2022: $0Net Assets 2022: $154,6052022Assets 2023: $142,183Liabilities 2023: $0Net Assets 2023: $142,1832023Assets 2024: $150,723Net Assets 2024: $150,7232024Assets 2025: $157,695Net Assets 2025: $157,6952025

Highlighted filing

2025

Assets$157,695
Liabilities-
Net Assets$157,695

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $96,266Expenses 2010: $87,809Net Income 2010: $8,4572010Revenue 2011: $87,199Expenses 2011: $90,168Net Income 2011: -$2,9692011Revenue 2012: $91,766Expenses 2012: $100,078Net Income 2012: -$8,3122012Revenue 2013: $84,469Expenses 2013: $90,545Net Income 2013: -$6,0762013Revenue 2014: $51,428Expenses 2014: $48,218Net Income 2014: $3,2102014Revenue 2015: $49,320Expenses 2015: $46,160Net Income 2015: $3,1602015Revenue 2016: $31,805Expenses 2016: $53,185Net Income 2016: -$21,3802016Revenue 2017: $55,413Expenses 2017: $49,276Net Income 2017: $6,1372017Revenue 2018: $44,710Expenses 2018: $51,513Net Income 2018: -$6,8032018Revenue 2019: $60,656Expenses 2019: $46,656Net Income 2019: $14,0002019Revenue 2020: $57,169Expenses 2020: $60,722Net Income 2020: -$3,5532020Revenue 2021: $61,917Expenses 2021: $60,171Net Income 2021: $1,7462021Revenue 2022: $55,948Expenses 2022: $60,620Net Income 2022: -$4,6722022Revenue 2023: $53,161Expenses 2023: $50,935Net Income 2023: $2,2262023Revenue 2024: $45,086Expenses 2024: $42,038Net Income 2024: $3,0482024Revenue 2025: $53,764Expenses 2025: $44,346Net Income 2025: $9,4182025

Highlighted filing

2025

Revenue$53,764
Expenses$44,346
Net Income$9,418

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.54$0.44$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.45$0.42$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.53$0.51$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.56$0.61$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.62$0.60$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.57$0.61$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.61$0.47$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.45$0.52$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.55$0.49$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.32$0.53$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.49$0.46$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.81$0.51$0.48$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.84$0.91$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.92$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.87$0.90$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$0.96$0.88$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 29, 2026
Return Version
2025v4.0
Gross Receipts
$119,086
Mission and Program Overview

Mission

CMAA is a professional education association for managers at the country's leading clubs. Membership in CMAA affords managers unparalleled resources, professional growth and the most extensive and well respected certification program in the club industry.

Program Services

DescriptionGrantsExpenses
The Upper Midwest CMAA Chapter conducts an annual golf tournament with all proceeds from the silent auction being donated to Ronald McDonald House Charities-Upper Midwest. The chapter also conducts a toy collection drive in conjunction with the local Toys for Tots campaign.--
Relative education to the profession is presented at monthly meetings, as well as 2 workshops per calendar year.--
The Upper Midwest CMAA Chapter provides funding for the UW Stouts School of Hospitality Leadership College of Education Club Management class in the fall semester. The Club Management class curriculum provides a combination of guest speakers, in person and virtually, and 2 site visits to chapter member clubs for classes. The chapter supported the new fall semester curriculum by donating $6,817 to support the new curriculum to provide an industry relevant education and experience. The Club Management fall class curriculum offers 3 credits towards a BS degree in Hotel, Restaurant & Tourism Management.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rollie CarlsonManaging DirectorPT$25,000-$25,000
James JohnsonPresidentPT$0--
Bridget EckertVP/TreasurerPT$0--
Kevin EhlertSecretaryPT$0--
Louisa BergsmaPast PresidentPT$0--
Jake HawleyDirector-$0--
Joel LivingoodDirector-$0--
Carrie EylerDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tournament$75,693$75,693$12,251$63,442
Education workshops$9,057$9,057$53,071$-44,014
Total Events$84,750$84,750$65,322$19,428
Filing and Contact Details

Filer

Filer Name
Upper Midwest Chapter of Club Managers
EIN
41-1649483
Phone
6124199102
Address
8870 Yellowstone Ln N, Maple Grove, MN 55311

Signing Officer

Name
Rollie Carlson
Title
Managing Director
Signed
2026-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Jacobs Business Solutions
Address
12805 Highway 55 Ste 204, Minneapolis, MN 55441
Preparer
Deborah L Jacobs CPA
Phone
7635590940
Supplemental Narrative

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $9618

Other Expenses.1

Other program costs $3969

Other Expenses.2

Website costs $2223

Other Expenses.3

Automobile expense $1318

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rollie Carlson
IRS990EZ/BooksInCareOfDetail/PhoneNum06124199102
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08870 Yellowstone Lane N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Maple Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09418
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0150723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157695
IRS990EZ/FundraisingGrossIncomeAmt084750
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0978
IRS990EZ/GrossReceiptsAmt0119086
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04120
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030216
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157695
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt730.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt725000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bridget Eckert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Ehlert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Louisa Bergsma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jake Hawley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joel Livingood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carrie Eyler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rollie Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Managing Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2446
IRS990EZ/OtherExpensesTotalAmt017128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CMAA is a professional education association for managers at the country's leading clubs. Membership in CMAA affords managers unparalleled resources, professional growth and the most extensive and well respected certification program in the club industry.
IRS990EZ/PrintingPublicationsPostageAmt0490
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Upper Midwest CMAA Chapter conducts an annual golf tournament with all proceeds from the silent auction being donated to Ronald McDonald House Charities-Upper Midwest. The chapter also conducts a toy collection drive in conjunction with the local Toys for Tots campaign.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Relative education to the profession is presented at monthly meetings, as well as 2 workshops per calendar year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Upper Midwest CMAA Chapter provides funding for the UW Stouts School of Hospitality Leadership College of Education Club Management class in the fall semester. The Club Management class curriculum provides a combination of guest speakers, in person and virtually, and 2 site visits to chapter member clubs for classes. The chapter supported the new fall semester curriculum by donating $6,817 to support the new curriculum to provide an industry relevant education and experience. The Club Management fall class curriculum offers 3 credits towards a BS degree in Hotel, Restaurant & Tourism Management.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt065322
IRS990EZ/SpecialEventsNetIncomeLossAmt019428
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044346
IRS990EZ/TotalRevenueAmt053764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.cmaa-uppermidwestchapter.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065322
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Education workshops
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075693
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012251
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt053071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $9618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other program costs $3969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website costs $2223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Automobile expense $1318
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rollie Carlson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Midwest Chapter of Club Managers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Association of America
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0411649483
ReturnHeader/Filer/PhoneNum06124199102
ReturnHeader/Filer/USAddress/AddressLine1Txt08870 Yellowstone Ln N
ReturnHeader/Filer/USAddress/CityNm0Maple Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464357921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jacobs Business Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012805 Highway 55 Ste 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055441
ReturnHeader/PreparerPersonGrp/PhoneNum07635590940
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Jacobs CPA
ReturnHeader/ReturnTs02026-03-29T13:00:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.