Michigan · Nonprofit
CFA WEST MICHIGAN SOCIETY
CFA WEST MICHIGAN SOCIETY (Michigan) receives grants from 1 organization whose IRS filings report $55,912 to it, the largest being CFA INSTITUTE ($55,912). 1 of them have funded it in more than one year.
- Revenue FY2022
- $54k
- Funders on record
- 1
- Grants received
- $56k
- Net assets
- $191k
What Cfa West Michigan Society does
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.
As stated on its FY2022 Form 990-EZ.
Programs
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.
The 2 programs described on its FY2021 Form 990-EZ.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $134k to $167k (+24%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 3 reported years ran a deficit.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
From the IRS filings of CFA WEST MICHIGAN SOCIETY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA WEST MICHIGAN SOCIETY draws 100% of its grant income from funders outside Michigan, across 1 state in all.
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA WEST MICHIGAN SOCIETY
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Michigan
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for CFA WEST MICHIGAN SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA WEST MICHIGAN SOCIETY?
- CFA WEST MICHIGAN SOCIETY (Michigan) receives grants from 1 organization whose IRS filings report $55,912 to it, the largest being CFA INSTITUTE ($55,912). 1 of them have funded it in more than one year.
- How many funders does CFA WEST MICHIGAN SOCIETY have?
- IRS filings report 1 organization giving $55,912 in grants to CFA WEST MICHIGAN SOCIETY, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA WEST MICHIGAN SOCIETY?
- CFA INSTITUTE is the largest funder on record, with $55,912 in grants. The full list of funders is on this page.
- How can an organization like CFA WEST MICHIGAN SOCIETY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Michigan. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa West Michigan Society →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2022 (financials across 2020–2022), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing