Liabilities / Assets
49th percentile
Tied with the lowest-debt nonprofits in its peer group.
Cfa West Michigan Society
EIN 03-0560080 • 501(c)6 • Wyoming, MI
Profile
To lead the investment professional locally by setting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good and to serve as the premier local resource for charterholders, candidates and other investment professionals.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
50th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Balance Sheet
Assets
Up$190,829
Up $24,153 (+14%) from 2021
Liabilities
Flat$0
Flat from 2021
Net Assets
Up$190,829
Up $24,153 (+14%) from 2021
Revenue
Up$54,490
Up $734 (+1.4%) from 2021
Expenses
Up$30,337
Up $9,225 (+44%) from 2021
Net Income
Down$24,153
Down $8,491 (-26%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $190,829
- Liabilities
- $0
- Net assets
- $190,829
- Revenue
- $54,490
- Expenses
- $30,337
- Net income
- $24,153
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Sep 13, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $54,490
Mission and Program Overview
Mission
To lead the investment professional locally by setting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good and to serve as the premier local resource for charterholders, candidates and other investment professionals.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| 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. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HUNTER LEWIS | Director | - | $0 | - | - |
| NICK JUHLE | President | - | $0 | - | - |
| DANIEL HAINES | Treasurer | - | $0 | - | - |
| LEN HARRISON | Director | - | $0 | - | - |
| THUY SIMPSON | Director | - | $0 | - | - |
| DAN RINZEMA | Director | - | $0 | - | - |
| STEVEN DOORN | Vice Preside | - | $0 | - | - |
| TYLER BOSGRAAF | Secretary | - | $0 | - | - |
| TYLER ALVORD | Director | - | $0 | - | - |
| ANTHONY CHUN | Director | - | $0 | - | - |
| FRANK PEREIRO | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Cfa West Michigan Society
- EIN
- 03-0560080
- Address
- 1535 44TH ST SW SUITE 400, WYOMING, MI 49509
Signing Officer
- Name
- Daniel Haines
- Title
- Treasurer
- Signed
- 2022-09-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Bkc
- Address
- 1300 W CENTRE AVE STE 200, PORTAGE, MI 49024
- Preparer
- Jaime L Wilfong
- Phone
- 2693219200
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other 919 guest fees 153 total 1,072”
Form 990-ez, Part I, Line 16
“Expenses programming 7,764 other 250 total 8,014”
Form 990-ez, Part III
“To lead the investment professional locally by setting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good and to serve as the premier local resource for charterholders, candidates and other investment professionals.”
Form 990-ez, Part III, Line 28
“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.”
Form 990-ez, Part III, Line 31
“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.”
Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CFA WEST MICHIGAN SOCIETY |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt | 0 | CFA WEST MICHIGAN SOCIETY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2695326824 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1535 44TH ST SW SUITE 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | 1535 44TH ST SW SUITE 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WYOMING |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 49509 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 166676 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 190829 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 37675 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24153 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 22323 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 166676 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 190829 |
| IRS990EZ/GrossReceiptsAmt | 0 | 54490 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 35 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 15708 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 166676 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 190829 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 166676 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 190829 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HUNTER LEWIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NICK JUHLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DANIEL HAINES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LEN HARRISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | THUY SIMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAN RINZEMA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVEN DOORN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TYLER BOSGRAAF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TYLER ALVORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | ANTHONY CHUN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | FRANK PEREIRO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8014 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1072 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO LEAD THE INVESTMENT PROFESSIONAL LOCALLY BY SETTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE; TO SHAPE AN INVESTMENT INDUSTRY THAT SERVES THE GREATER GOOD AND TO SERVE AS THE PREMIER LOCAL RESOURCE FOR CHARTERHOLDERS, CANDIDATES AND OTHER INVESTMENT PROFESSIONALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 30337 |
| IRS990EZ/TotalRevenueAmt | 0 | 54490 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CFASOCIETY.ORG/WESTMICHIGAN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER 919 GUEST FEES 153 TOTAL 1,072 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES PROGRAMMING 7,764 OTHER 250 TOTAL 8,014 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO LEAD THE INVESTMENT PROFESSIONAL LOCALLY BY SETTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE; TO SHAPE AN INVESTMENT INDUSTRY THAT SERVES THE GREATER GOOD AND TO SERVE AS THE PREMIER LOCAL RESOURCE FOR CHARTERHOLDERS, CANDIDATES AND OTHER INVESTMENT PROFESSIONALS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL HAINES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-09-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CFA WEST MICHIGAN SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CFAW |
| ReturnHeader/Filer/EIN | 0 | 030560080 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1535 44TH ST SW SUITE 400 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WYOMING |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 49509 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 383061223 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BKC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1300 W CENTRE AVE STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTAGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 49024 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2693219200 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-09-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAIME L WILFONG |
| ReturnHeader/ReturnTs | 0 | 2022-09-15T10:03:15-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DANIEL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HAINES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.