Cfa West Michigan Society
- Assets
- $166.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Wyoming, MI
- Founding
- 06/2011
- EIN
- 03-0560080
Organization Overview
Cfa West Michigan Society is located in Wyoming, MI. The organization was established in 2011. According to its NTEE Classification (S46) the organization is classified as: Boards of Trade, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Cfa West Michigan Society is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending undefined, Cfa West Michigan Society generated $53.8k in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 0.6% each year. All expenses for the organization totaled $21.1k during the year ending undefined. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
Describe the Organization's Program Activity:
Part 3
THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hunter Lewis President | 3 | $0 | |
Jason Balgavy Vice Preside | 3 | $0 | |
Nick Juhle Secretary | 3 | $0 | |
Daniel Haines Treasurer | 3 | $0 | |
Len Harrison Director | 1 | $0 | |
Thuy Simpson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $37,355 |
| Total Program Service Revenue | $0 |
| Membership dues | $15,867 |
| Investment income | $32 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $502 |
| Total Revenue | $53,756 |
| Statement of Expenses | |
|---|---|
| Total expenses | $21,112 |
| Balance Sheet | |
|---|---|
| Total assets | $166,676 |
| Total liabilities | $0 |
| Net assets or fund balances | $166,676 |
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