Small Public Charity

CFA WEST MICHIGAN SOCIETY

Based in WYOMING, MI, CFA WEST MICHIGAN SOCIETY operates as a Small Public Charity. The organization reported $54K in revenue, $30K in expenses, $191K in total assets for fiscal year 2022. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $56K.

EIN: 030560080 WYOMING, MI Boards of Trade NTEE: S46 Latest filing: 2022
Total Revenue$54K
Total Expenses$30K
Total Assets$191K
Grant Records2
Funding Total$56K
Filing Years2020–2022

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.

Sample Grants Received

2023
GEN SUPPORT
$27,387
2022
GEN SUPPORT
$28,525

Showing up to 5 of 2 total records — full history available with membership.

Officers & Directors

DIRECTOR Anthony Chun
TREASURER Daniel Haines
DIRECTOR Dan Rinzema
DIRECTOR Frank Pereiro
DIRECTOR Hunter Lewis
DIRECTOR Len Harrison

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$55,912 2 grants

Financial Trends

Year Revenue Expenses Assets
2022 $54K $30K $191K
2021 $54K $21K $167K
2020 $53K $35K $134K

Between 2020 and 2022, reported annual revenue grew from $53K to $54K (+3%), with total assets most recently reported at $191K.

Interactive year-over-year charts and full filing details available with membership.

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