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Cfa West Michigan Society

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 030560080 ✦ Wyoming, MI ✦ Designated as a 501(c)(6)

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Overview

What is Cfa West Michigan Society?

The Cfa West Michigan Society serves as a prominent local resource for investment professionals, upholding principles of ethical conduct, continuous learning, and professional achievement. By hosting the CFA Institute Research Challenge, they foster a competitive yet educational environment, encouraging high standards and excellence within the investment field. Acting as a hub for professionals, they aim to empower and guide individuals in the region, ultimately contributing to the growth and success of the investment sector in West Michigan.


Official website here: www.cfasociety.org

Is Cfa West Michigan Society legitimate?

Cfa West Michigan Society is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa West Michigan Society submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.cfasociety.org

What is the mission statement of Cfa West Michigan Society?

The Cfa West Michigan Society serves as a leading resource for investment professionals, promoting ethical standards, education, and professional excellence. They are renowned for hosting the CFA Institute Research Challenge. The mission of this organization is to elevate the profession by setting high standards, providing opportunities for learning, and fostering a community of like-minded professionals. The society aims to contribute to the investment industry by encouraging best practices and fostering a culture of continuous improvement.


Official website here: www.cfasociety.org

What is the revenue of Cfa West Michigan Society?

Cfa West Michigan Society's revenue in 2022 was $54,490.


Official website here: www.cfasociety.org

Who are the executives of Cfa West Michigan Society and what are their salaries?

Here are 11 key members and their salaries:


Hunter Lewis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nick Juhle (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Haines (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Len Harrison (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thuy Simpson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Rinzema (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Doorn (Vice Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Bosgraaf (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Alvord (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anthony Chun (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frank Pereiro (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org

Where can I find the form 990EZ for Cfa West Michigan Society?

Cfa West Michigan Society's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.cfasociety.org

Learn more at the official website: www.cfasociety.org

Mission Statement of Cfa West Michigan Society

Cfa West Michigan Society, serving as a leading resource, is committed to upholding ethical standards, fostering education, and promoting professional excellence among investment professionals. This organization is renowned for hosting the CFA Institute Research Challenge, a prestigious event that encourages participants to apply their analytical skills and knowledge in real-world investment scenarios. By setting these high standards, Cfa West Michigan Society plays a pivotal role in nurturing and advancing the careers of investment professionals, contributing to a more robust and responsible investment industry.

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Impact




October, 2024

CFA West Michigan Society serves as a premier local resource for investment professionals in Wyoming, MI, significantly impacting the community by setting high standards for ethics, education, and professional excellence in the financial industry. Through initiatives such as the CFA Institute Research Challenge, the society fosters educational opportunities that enhance the professional development of its members while promoting ethical practices. This commitment to excellence not only elevates individual careers but also contributes to the overall integrity and improvement of the investment community in West Michigan.




This information is meant to be a general summary of Cfa West Michigan Society. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$54,490 (2022)
Expenses
$30,337 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $35
  • Gross Receipts: $54,490

Assets and Liabilities:

  • Total Assets: $190,829
  • Total Liabilities: $0
  • Net Assets: $190,829

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Organization Details

Principal Officer

Nick Juhle

NTEE Category

Code: S46 - Community improvement

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