EIN 03-0560080

CFA WEST MICHIGAN SOCIETy

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
Year formed
2011
Most recent tax filings
2022-06-01
NTEE code, primary
Description
Premier local resource for investment professionals, setting high standards of ethics, education, and professional excellence. Hosts CFA Institute Research Challenge.
Total revenues
$54,490
2022
Total expenses
$30,337
2022
Total assets
$190,829
2022
Num. employees
n/a

Personnel at CFA WEST MICHIGAN SOCIETy

NameTitleCompensation
Anthony ChunPresident
Daniel HainesTreasurer$0

Financials for CFA WEST MICHIGAN SOCIETy

RevenuesFYE 06/2022
Total grants, contributions, etc.$53,383
Program services$0
Membership dues$15,708
Investment income and dividends$35
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$1,072
Total revenues$54,490

Form 990s for CFA WEST MICHIGAN SOCIETy

Fiscal year endingDate received by IRSFormPDF link
2022-062022-09-15990EZView PDF
2021-062021-10-04990EZView PDF
2020-062021-04-19990EZView PDF
2019-062019-11-01990EOView PDF
Data update history
February 1, 2024
Posted financials
Added Form 990N for fiscal year 2023
February 1, 2024
Updated personnel
Identified 1 new personnel
June 27, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 27, 2023
Updated personnel
Identified 2 new personnel
May 31, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
1535 44th St SW Suite 400
Wyoming, MI 49509
Metro area
Grand Rapids-Kentwood, MI
County
Kent County, MI
Website URL
cfasociety.org/westmichigan/pages/default.aspx 
IRS details
EIN
03-0560080
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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